Year-End Deadlines Approaching!

Make sure to complete your November year-end tasks!

No Later Than Monday, November 5

Online Credit Unions

Confirm year-end instructions by accessing and completing Tool #916 Update Tax Form Handling Instructions

Self-Processing Credit Unions

Confirm tax form archival instructions by completing the Tax Forms Archival Instructions form

Check on the other November deadlines and more in the guides, now available online. We will alert you of when to expect your printed guide.

2018 Year-End Processing Guide for Online Clients

2018 Year-End Processing Guide for Self-Processors