Intuit Step through Complete Payroll Year End
Intuit Payroll for Complete
Let us help you through the busy year-end. Use this information to help prepare
your account for year-end processing, including your employees' W-2s, your federal
Form 941, and state year-end forms and reports. Use this handy guide, along with
the detailed how-to instructions within Web Entry and PC Entry, to perform year-end
closing activities.

 | Step 1: Verify employee data and Preview your W-2's |
|  | Ensure that data that appears on your employees W-2's is correct. |
| |  |  | Names, addresses, and social security numbers |
| |  |  | Retirement plan eligibility |
|  | Web Entry |
| |  |  | To preview employee W-2 information: |
| |  |  | Click the Reports tab -> select Special -> choose W-2 |
| |  |  | If any of the W-2 information for your employee is incorrect, you can fix it in Web Entry. |
| |  |  | To change employee information in Web Entry: |
| |  |  | Click the Employee tab |
| |  |  | Click the name of the employee to access the General Info tab |
| |  |  | Edit the name, address or social security number, as appropriate |
| |  |  | Click Save to save your changes |
| |  |  | FAQs |
|  | PC Entry |
| |  |  | To preview employee W-2 information: |
| |  |  | Click the Reports tab -> select Employee Reports -> choose Employee W2 |
| |  |  | Set Employee Number Range To 0-0 for All Employees |
| |  |  | Enter Year 2007 - > click Run Report - > click Yes |
| |  |  | If any of the W-2 information for your employee (name, address, social security number, etc.) is incorrect, you can fix it in PC Entry. |
| |  |  | To change employee information in PC Entry: |
| |  |  | From the Company Access Screen, click Access Employee Master. |
| |  |  | Double-click the appropriate employee name. |
| |  |  | Do one of the following: |
| |  |  | - To change a name or address, choose the Main / Tax Setup tab. |
| |  |  | - To change a phone number, choose the General Info tab. |
| |  |  | Make the necessary changes. |
| |  |  | To save, click the F10 disk icon located in the top left corner. |
| |  |  | FAQs |
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|

 | Step 2: Verify Company information |
|  | Confirm that all company and contact information is correct |
| |  |  | Company FEIN |
| |  |  | Company Legal Address |
| |  |  | Contact Name |
|  | FAQs |
|
|

 | Step 3: Verify wage and benefit information |
|  | Confirm that all compensation and benefit types are correct, and that the withholding for each is correct |
| |  |  | Deferred compensation |
| |  |  | Group term life insurance |
| |  |  | Third party sick Pay |
| |  |  | Reimbursements |
| |  |  | State withholding |
|  | FAQs |
| | |