The Accountant Year-End Reference Center

An accountant reading the year-end guide

Committed to you and your clients

Paychex values our business relationship with you and is committed to the highest quality service, so we created the Accountant Year-End Reference Center to provide resources and tools to help you and your clients prepare and plan for year-end needs. 

If you have any questions, please contact your sales representative.

Download the full year end resource center

2019 Paychex Year-End Reference Guide for Accountants

Get details on the latest forms and laws, plus key dates and deadlines, notices and checklists that impact year-end planning.

  • State and Local Updates (available mid-November)
View full PDF of Year-End Guide
Client Year-End Reference Guide

Paychex Client Quarter/Year-End Reference Guide

This guide is created for our clients to help prepare for a successful year-end.

  • Year-end reminders
  • Reporting fringe benefits
  • What must be reported on Form W-2
View the full PDF
Year end updates

Updates

Read more about 2019 updates, including:

  • 2020 Form W-4 
  • The Affordable Care Act (ACA) Update
  • Final Overtime Rule
View Updates
year-end reminders

Year-End Reminders

The year-end deadline to report information or changes to Paychex for 2019 is Dec. 31, 2019, by 4 p.m., or before the first payroll that has a 2020 check date is processed, whichever comes earlier. 

View Reminders
Year-End Reporting

Year-End Reporting: Taxpay and Non-Taxpay Clients

Review action items for Paychex Taxpay® and non-Taxpay clients. 

View Action Items
year-end reporting: fringe benefits

Year-End Reporting: Fringe Benefits

Any taxable cash or non-cash benefit – for example, personal use of company cars – must be included on Form W-2. Advise your clients to report these benefits before the last payroll of the year. Learn typical benefits that need to be reported as well as additional reporting requirements, including:

  • Group-Term Life Insurance
  • Health and Capital Accident Insurance Premiums Paid by an S Corporation
View Requirements
Important Tax Agency

Important Tax Agency Notices

Important notices from tax agencies include:

  • IRS Federal Deposit Frequency Notices
  • EFTPS® Enrollment
  • State Deposit and Electronic Funds Transfer (EFT) Requirement Notices
  • State Unemployment Insurance (SUI) Rate Update
View Notices
Year-End Electronic Filing

Electronic/Magnetic Media Filing

Information regarding electronic/magnetic media filing includes:

  • Federal Forms W-2/W-3
  • Federal Form 1099-MISC/Form 1096
  • Declining Electronic/Magnetic Media Filing
  • Federal Form 8027/8027-T for Restaurant Clients
  • State Forms W-2/1099-MISC
View Requirements
Year-End Checklist

2019 Year-End Checklist

Verify these items with your Paychex clients before the end of the year. Our year-end checklist includes key steps to take concerning:

  • Information to be Reported
  • Information to be Verified
  • Additional Reminders
View Checklist
2020 Taxbrief

2020 Taxbrief

This section contains 2020 payroll tax deposit rules, regulations, and deadlines. 

View Taxbrief

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Paychex provides the tools, technology, and expertise to help you become your clients’ most trusted advisor. With the time you save, you can channel your efforts into growing your business.

  • Integration with leading accounting software – QuickBooks® Online, Sage Intacct®, and Xero™ – helps reduce errors and enhance efficiency.
  • AccountantHQ helps manage all your clients’ payroll and HR on a single dashboard.
  • Services that are flexible and technology that is scalable.
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