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Tax Season Readiness

Year-End Payroll & Tax Preparation Kit

Make year-end painless. Our step-by-step checklists, critical IRS deadlines, and automated Paylocity tools ensure accurate W-2s, 1099s, and ACA filings.

Year End Resources

Critical Deadlines Checklist

January 31 deadlines for Form W-2 and Form 1099-NEC distribution and electronic IRS/SSA filing.

Employee Data Verification

Verify employee Social Security numbers, legal names, and current mailing addresses directly in the mobile app.

ACA 1094-C & 1095-C Filing

Track FTE hours, verify minimum value offer codes, and transmit electronic ACA returns seamlessly.