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It also covers printing management reports, configuring and generating W-2 and ACA-related forms, installing the required Sage 300 updates, backing up the database, optionally copying payroll files, and creating an annual archive. It concludes with January preparation for the first payroll of the new year, including downloading and updating taxes.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/sage-300-cre-payroll-year-end-checklist/348500/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/sage-300-cre-payroll-year-end-checklist/348500.png","ImageObject",442,249,{"name":88,"@type":89},"Mary Man","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-09-22",true,{"@type":98,"interactionType":99,"userInteractionCount":47},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What should be reviewed before starting payroll year-end processing?","Question",{"text":108,"@type":109},"Review the Year-End Procedures and Government Forms Guide before starting year-end processing.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which core tasks are required when closing the payroll year?",{"text":113,"@type":109},"Run and post the final payroll, reconcile employee totals and payroll tax totals, reconcile payroll to the general ledger, and close the payroll year.",{"name":115,"@type":106,"acceptedAnswer":116},"What optional steps are included around data protection and reporting?",{"text":117,"@type":109},"Make a backup copy of the entire database, optionally copy payroll data files for the filing year, and create an annual archive after completing calendar-year processing.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},348500,1791137273,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":47,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":79,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":73},7421720224475,"https://ap-avatar.wpscdn.com/davatar_276721f389ce27ea32af1340a28f341c","Payroll year-end checklist  \nBefore you start year-end processing, review the Year-End Procedures and Government Forms Guide. You can download the latest version from Sage 300 Construction and Real Estate Product Documents website.  \nWhen it is time to close the calendar year, perform the tasks in this checklist. To learn more about a task, click the link to the Sage Knowledgebase article. In some cases, you will need to log into the Knowledgebase to access the article.  \n\n|  | Tasks | Article \\# |\n| --- | --- | --- |\n|  | Prepare for the calendar year end. |  |\n| □ | Run and post the final payroll for the year you are closing. |  |\n| □ | Reconcile employee totals and payroll tax totals. | 21935 |\n| □ | Reconcile Payroll to General Ledger. | 33489 |\n| □ | Print management reports. |  |\n| □ | If needed, enter information to comply with the Affordable Care Act (ACA) . | 70726 |\n| □ | Make a backup copy of your entire database, if you have not already done so. | 23166 |\n| □ | (Optional) For reporting purposes, make a copy of your Payroll data files for the filing year. | 21545 |\n| □ | Install either Version 15.1 Update 7 or Version 16.1 Rev 5 (which contains the year-end update) . | 21593 |\n| □ | Customize the W-2 forms, if necessary. | 21942 |\n| □ | Generate W-2 forms (before or after closing the Payroll year) . | 23035 |\n| □ | If required, generate ACA (Affordable Care Act) forms\u003Cbr>(before or after closing the Payroll year) . | 70707 |\n| □ | Generate additional Federal and State quarterly forms and year-end forms (before or after closing the year in Payroll) . | 37430 , 35153 |\n| □ | Close the Payroll year. | 21790 |\n| □ | Create an annual archive after completing your calendar-year processing. This archive can be used for restoring data or reporting purposes. | 22468 |\n| □ | (Optional) Perform file maintenance. |  |\n|  | In January, prepare for the first payroll of the new year. |  |\n| □ | Download and update taxes for the new year.\u003Cbr>Note: Only install taxes after you have posted all checks for the year that you just closed. | 21675 |\n\nAccounts Payable year-end checklist  \nBefore you start year-end processing, review the Year-End Procedures and Government Forms Guide. You can download the latest version from Sage 300 Construction and Real Estate Product Documents website.  \nWhen it is time to close the calendar year or fiscal year, perform the tasks in this checklist. To learn more about atask, click the link to the Sage Knowledgebase article. In some cases, you will need to log into the Knowledgebase to access the article.  \n\n|  | Tasks | Article \\# |\n| --- | --- | --- |\n| □ | Enter and post all invoices, checks (manual and computer), electronic payments, and credit card payments for the year you are closing. |  |\n| □ | Reconcile Accounts Payable to itself and to General Ledger. | 35251 , 17905 |\n| □ | Print management reports. |  |\n| □ | Verify the Accounts Payable fiscal year-ending date in the AP Settings window. | 30081 |\n| □ | Verify the Accounts Payable 1099 year-ending date in the AP Settings window. | 21584 |\n| □ | Make a backup copy of your entire database, if you have not already done so. | 23166 |\n| □ | If needed, install either Version 15.1 Update 7 or Version 16.1 Rev 5 (which contains the year-end update) . | 21593 |\n| □ | Verify the vendor information for 1099 recipients and their 1099 amounts. | 27160 , 21812 |\n| □ | Generate 1099 forms for your vendors (before or after closing the 1099 year) . | 23090 |\n| □ | Close the 1099 year in Accounts Payable. | 21730 |\n| □ | Close the Accounts Payable year at the end of your fiscal year. | 21730 |\n| □ | Create an annual archive after completing your year-end processing. This archive can be used for restoring data or reporting purposes. | 25375 |\n| □ | (Optional) Perform file maintenance. |  |\n\nProperty Management year-end checklist  \nBefore you start year-end processing, review the Year-End Procedures and Government Forms Guide. You can download the latest version f","cbCaidcfRKWrYzGy","https://ap.wps.com/l/cbCaidcfRKWrYzGy","pdf",113917,"English","# Payroll year-end checklist\n## Before year-end processing\n## Calendar-year close tasks\n## January preparation for new year","[{\"question\":\"What should be reviewed before starting payroll year-end processing?\",\"answer\":\"Review the Year-End Procedures and Government Forms Guide before starting year-end processing.\"},{\"question\":\"Which core tasks are required when closing the payroll year?\",\"answer\":\"Run and post the final payroll, reconcile employee totals and payroll tax totals, reconcile payroll to the general ledger, and close the payroll year.\"},{\"question\":\"What optional steps are included around data protection and reporting?\",\"answer\":\"Make a backup copy of the entire database, optionally copy payroll data files for the filing year, and create an annual archive after completing calendar-year processing.\"}]","Sage 300 CRE - Payroll Year-End Checklist | PDF",1790074030]