Use this year-end checklist to prepare your tax forms in QuickBooks Desktop Payroll Basic, Standard, or Enhanced.

As the end of the year approaches, it's important not to miss any of the necessary tax activities that need to be completed. Some of the changes this year announced by the IRS may impact you as an employer. Staying on top of these changes can help you plan accordingly.

The following sections outline year-end tasks and activities to complete and the key deadlines to follow.

Important Dates

The following sections provide important filing dates related to year-end processing.

Deadlines for Forms W-2, W-3, 941, 943, 944, and 940 payments

The following deadlines apply when processing Forms W-2 and W-3, Form 941 (4th quarter), Forms 943 and 944, and 940 payments.

Deadlines for 1099-MISC Forms

The following sections provide important deadlines for filing Forms 1099-MISC.


To learn more about how holidays affect payroll processing, see How will federal holidays affect my payroll processing?


Download PDF version

To download a PDF version of this checklist to print or save to your desktop, see Download PDF