This Checklist Will Help You End 2014 Efficiently

11/20/14

Author: SuperUser Account/Wednesday, November 19, 2014/Categories: Bulletin News

This checklist will help you end 2014 efficiently

Where did the time go? It’s hard to believe, but 2014 is nearly over. Before you shut the books on this year, there are a few things you need to do. But, we’ll make it easy to check these tasks off your list.

Close-out checklist

Over the next few weeks, you’ll receive year-end materials with instructions, dates and worksite employee communications. Use this timeline to make sure you know what you need to do and when.

Activity	Timing	Action You Need to Take
Year-end needs analysis survey on My TotalSource^® website (MyTotalSource.com)	November 2014	Complete the survey by 11/24/14
Year-end training	October 29 through December 5, 2014	Register for a one-hour live webinar session or online training module via iLearn@ADP
Year-end client packages mailed	November 2014	Review information Display year-end and Form W-2 posters
Online year-end guide and checklists available on My TotalSource website	November 2014	Review and make note of important dates, checklists, IRS forms and statutory limits
Value health benefits for Form W-2	November 24, 2014	Report the value of any company-provided health benefits outside of the ADP TotalSource, Inc. Health and Welfare Plan to your Payroll Service Representative
Assemble miscellaneous taxable income	November 24, 2014	Report any miscellaneous taxable income outside of the ADP TotalSource, Inc. Health and Welfare Plan to your Payroll Service Representative
Form W-2 changes	December 12, 2014	Report W-2 change information to your Payroll Service Representative
Year-end bonuses	December 15, 2014	Process your year-end bonus payrolls
Year-end statutory changes	December 31, 2014	Make note of any statutory changes communicated to you by your HR Business Partner
Worksite employee information purge	January 2015	Update and correct employee payroll files
Forms W-2 delivered to clients	January 23, 2015	Distribute/mail to worksite employees by January 31, 2015 (must be postmarked by January 31)

Worksite employee communications

We’ll provide you with copies of the year-end and Form W-2 posters to display at your company. We’ll also send an email and pay stub message to worksite employees to remind them to update and verify their personal information via My TotalSource. This email will be sent to any full-time worksite employee who has provided a work email address. Please remind your staff to take this critical action so they receive an accurate Form W-2 and other important pay- and benefits-related information.

Thanks for your business

We look forward to helping you end 2014 on a positive note and begin a prosperous new year. If you have questions, please contact your HR Business Partner or your Payroll Service Representative.

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Tags: Bulletin 11/20/14

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