Employer End of Year Checklist
Employer End of Year Checklist
General Items
- Schedule a meeting with financial advisors
- Review previous year's goals and achievements
- Set up a plan for employee engagement initiatives
- Assess current software and technology needs
- Gather feedback from employees about the past year
Financial Review
- Review and finalize year-end financial statements
- Ensure all invoices are paid and collected
- Confirm tax deductions and credits
- Prepare for year-end audits
- Reconcile bank statements and accounts
Employee Management
- Distribute year-end performance reviews
- Schedule one-on-one meetings with employees
- Update employee records for any changes
- Review and adjust employee benefits for the new year
- Ensure compliance with labor laws and regulations
Tax Preparation
- Prepare and file quarterly and annual payroll taxes
- Send out W-2 forms to employees
- Send out 1099 forms to contractors
- Review and submit any other necessary tax documents
- Plan for estimated tax payments for the upcoming year
Policy and Procedure Updates
- Review and update company policies as needed
- Communicate any changes to employees
- Ensure employee handbooks are current
- Conduct training on any new policies
- Document all policy changes for future reference
Planning for the New Year
- Set new goals and objectives for the upcoming year
- Review and adjust budgets for the new year
- Plan for upcoming projects and initiatives
- Schedule team-building activities or retreats
- Evaluate and adjust marketing strategies
Generated from Panda Checklist
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