Employee and wage records
Make sure employee names, addresses, identifying information, wage totals, withholding, and payroll reports are reviewed before year-end deadlines.
- Employee information and address updates
- Payroll reports and wage totals
- Withholding and employer tax records
- Benefit or deduction details if applicable
Contractors, bookkeeping, and business records
Payroll should coordinate with bookkeeping and tax preparation. Contractor payments, business expense records, and account summaries should be reviewed together.
- Contractor payment summaries
- 1099-related records where applicable
- Bookkeeping reports
- Prior payroll filings or notices