2025 Year-End Processing
Bulletin #2: Your Guide is Ready!
Remember to keep an eye on Client News and these bulletins for important information, vendor updates, deadline changes, reminders, and more.
Updates and Information
November 11, 2025
Thank you for your patience as we reviewed publications and updated processing documentation. Please carefully review the guide linked below to keep up to date with changes and deadlines. As announced previously, the Tax Form Handling Instructions (Tool #916), must be updated asap before the Friday, November 14 deadline. Failure to update your instructions may result in a fee!
ONLINE CREDIT UNIONS
The Year-End Processing Guide for Online Credit Unions is now available online! Read up on deadlines for the year, as well as the “What’s New” section for information on changes for 2025 tax processing.
Have you completed your Tax Form Handling Instructions (Tool #916) yet? This screen must be accessed and updated prior to Friday, November 14. Remember that even if nothing changed since the previous year, you must still access the screen and select to Confirm/Update to record your task as complete.
Sign Up for a Year-End Training Session
Wednesday, November 12th
11:00 AM – 12:00 PM ET
Wednesday, November 19th
3:00 – 4:00 PM ET
Wednesday, December 3rd
10:00 PM – 11:00 AM ET
Register for a Training Session
Our Advice for a Smooth Year-End
- Select a coordinator to assign tasks and ensure they are complete.
- Review the guide carefully, including any post-publication updates.
- Review deadlines in advance to avoid missing a task and incurring a fee.
- Have all year-end staff attend year-end training.
- Pay special attention to year-end emails as requirements may change.
- Ask questions! Our teams are here and ready to assist.
As always, be sure to keep on track with your Month End Processing Tasks.
We look forward to making year-end 2025 another successful team effort!
