Ready for Payroll Tax Season?

Intuit has put together their annual checklist for Employers and Payroll Processors that use Intuit Payroll.

December 2014
  • Dec 11, 2014 (Recommended): Check direct deposit submission and payroll dates.
  • Dec 29, 2014 5 PM (PT): Last date to submit direct deposit checks for 2014.
  • Before year end: Confirm each employee’s social security number, name, and address.
  • Before year end: Record all paychecks including handwritten, termination, unscheduled, commissions, and bonuses.
  • Before year end: Check your mail for SUI rate or deposit schedule notices. 
January 2015
  • Before first payroll: Update state unemployment insurance (SUI) rates effective Jan 1, 2015.
  • Before first payroll: Ask employees to submit new W-4 forms for status/withholding changes.
  • Before filing Form 940: Record all SUI payments.
  • Jan 31, 2015: Last date to distribute W-2s to employees and 1099-MISC forms to contractors.
  • Jan 31, 2015: File other federal forms including 940/941.
  • Due dates vary by state: File annual state forms. 
February 2015
  • Feb 28, 2015: Last date to file employees’ printed W-2s and contractor 1099-MISC forms with the agency.
Important

If you are e-filing, W-2 forms are due by Apr 1, 2015 and 1099-MISC forms by Mar 31, 2015. In mid-March, start sending W-2 information in batches to the agency.

 

Checklist Courtesy of Intuit Online Payroll.

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