Connect Year-End - 2021It is that time of the year again to perform our year-end procedures. We have accumulated several documents and resources to assist you in your year-end processing. Please utilize the resources listed to the right to assist in stepping through the procedures needed to close out your year-end in Accounts Payable, General Ledger, and Payroll. We recommend that steps 1-16 found on pages 5-35 of the Payroll Year-end Procedure Guide be completed before your first payroll of 2022. However, the most import things to complete are any changes to rates such as federal and state withholding, retirement, and health insurance as required prior to the first payroll (see the Tax Rate Changes document on the right). DO NOT change the maximum wage amounts for social secuirty before W-2's are calculated. Instructions on Downloading and Importing the Steps Checklists There are electronic steps checklists available for you to import into Connect to help you through the year-end procedures. To import a checklist, follow these steps:
The checklist should now be listed in the drop-down.
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