Keep Your Year End Momentum Going

Wednesday, October 28, 2026
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TotalSource - WFN (News)

November is the time to validate employee information, prepare for bonus processing, and review benefit deductions before Year End deadlines arrive.

Resources

Review the Following Items

  • Validate 2027 Payroll Schedules and discuss the changes needed with your Payroll Business Partner.
  • Payroll Schedule Page
  • Prepare for Bonus Processing and review Year-End Bonus Payroll Processing guidance.
  • Year-End Bonus Payroll Processing
  • Verify Worked-In and Home Addresses to support accurate tax withholding and W-2 delivery.
  • Review Year End Benefit Information and employee deductions by December 11.
  • Benefit Reminders for Year End
  • Verify your Locations: Helps ensure OSHA records are associated with the appropriate establishment.
  • Confirm active establishments are accurate and up to date.
  • Identify any closed or inactive locations.
  • Verify employees are not assigned to terminated locations.
  • Review location addresses for accuracy.
  • Confirm recent location changes have been reflected in your records.
  • Review Holiday Payroll Impacts and upcoming bank closures.
  • Thursday, 11/26/2026
  • Friday, 12/25/2026
  • Friday, 01/01/2027
  • W-2 Amendment Deadline Reminder: Submit corrections before November 14.
  • Qualified Overtime Wages and Tips Report: Review the Standard Report Qualified Overtime Wages and Tips Report to validate employee setup and reported data before Year End processing.
  • Qualified Tips (One Big Beautiful Bill Act): Have all tipped employees been coded with the Treasury Tipped Occupation Indicator? Accurate setup is important for Year End reporting and tax document preparation. If updates are needed, review Qualified Tips under H.R. 1 and make any necessary changes.
  • Qualified Overtime (One Big Beautiful Bill Act): For employees eligible for Qualified Overtime compensation, verify that eligibility has been properly identified on their employee profiles. If updates are needed, review Qualified Overtime under H.R. 1 and update employee records accordingly.

Need Help? Access support through ADP TotalSource Chat or the Service Portal.

 [NB1]Link to Payroll Schedule Page

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