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The Accountant Year-End Reference Center

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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.

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


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

It's Simple, Really

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.
Learn About AccountantHQ
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Our Promise

There are too many “what if” moments that can disrupt your clients’ business. The Paychex Promise® helps assure that covering payroll will never be one of those moments they need to worry about.

Paychex Promise

Paychex Promise provides the ultimate peace of mind for your business — payroll funding services to help you pay employees during and after the coronavirus pandemic. In addition to our payroll protection services, Paychex Promise can also help you stay informed about the latest regulations related to COVID-19 and much more1.
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Paychex is committed to providing resources to the Spanish-speaking community. To ensure we are providing the most up-to-date and accurate information, some content on this website will be shown in English, and will be provided in Spanish when available.