Join Us for a FREE Education Express Webinar!

Monday, January 4

3:00 PM – 3:30 PM ET

This Month’s Focus

Year-End Reminders for January

Join Stephanie Raven, Team Lead with Client Services and Education, for a review of Year-End tasks.  Topics discussed will include:

  • Run Tax Information Reports
  • Final verification of IRA Balance File data (distributions only for all IRA plan types, including death distributions to beneficiaries) and HSA Balance File data
  • Verify Tax File and make adjustments where necessary
  • Verify 1099-MISC amounts for Accounts Payable Vendors
  • Close the General Ledger for 2020 (must be completed prior to reporting January YTD figures)

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