October | Year End Starts Here

Tuesday, September 29, 2026
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TotalSource - WFN (News)

A little preparation now can save time later. Review payroll schedules, PTO plans, tax reporting, and key deadlines to set yourself up for a smooth Year End.

 

Resources

 

Review the Following Items

  • Holiday Schedules: Review upcoming holiday payroll schedules. Contact your Payroll Business Partner if schedule adjustments are needed.
  • Understanding the Time & Attendance Holiday Program
  • Quarter 3 Wage & Tax Register: Review reporting accuracy and identify discrepancies before Year End.
  • Wage & Tax Register Quarterly report
  • Verify PTO Accruals: Confirm balances and calculations are correct.
  • Review Time-Off Programs: Validate carryover amounts and reset dates.
  • SECURE 2.0 Roth Catch-Up Requirement: Beginning January 1, 2026, eligible employees age 50+ with prior-year FICA wages over $150,000 must make catch-up retirement contributions as Roth contributions. See the linked knowledge article for details.
  • W-2 Amendment Deadline Reminder: Submit corrections before November 14 for inclusion on 2026 Forms W-2.

 

Need Help? Access support through Workforce Now Chat or the Service Portal.

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