USAS Calendar Year-End

Closing Checklist

• USAS Calendar Year End Closing Checklist

Presentations

Supporting Documentation

• Helpful Links:
  • Instructions for Forms 1099-MISC and 1099-NEC Introductory Material

  • 2021 IRS Instructions for Forms 1099-MISC and 1099-NEC

  • General Instructions for Certain Information Returns (2021) (Forms 1096,1097,1098,1099,3921,3922,5498 and W2-G)

USPS Calendar Year-End

Closing Checklist

• USPS Calendar Year End Closing Checklist

Presentation

2019 USPS Calendar Year End Review

Supporting Documentation

• W2PROC and W2 PROC ERRORS
• 2018 General Instructions for Forms W2 and W3
• W2MAINT
• Ohio Form IT-3

Supporting Documentation

• 2021 W2 Information
  • W2 Form
  • W2REPT Explanation
  • W2 Box Explanation
  • W2 Reconcilation Worksheet
  • Federal Deduction COVID Reporting 
  • Reporting W2 Information to States Other Than Ohio
• Special Processing Situations
  • Third Party Sick Pay
    EXAMPLE
    • • Sample Third Party Sick
    Notification
  • W2 Reconciliation Worksheet
  • 2018 W2 Form
    • • Pay Notification
    • Deceased Employee Final Payment
    Procedure
  • W2 Report Example
  • 2018 W2 Boxes Explained
  • Expense Reimbursement
  • Specific Affects
  • 2018
    • Procedures
    • Reimbursable Employee Expense Situations
    • Affects of Special W2 Situations on Processing 
  • Helpful Links:
    • Internal Revenue Service
    • W2 Instructions
    • Internal Revenue Service Publication 15-A
    • Internal Revenue Service Publication 15-B
  • Helpful Links
  • CCA 2018
  • RITA 2018
    • Ohio Department of Taxation
    • Regional Income Tax Agency (RITA)
    • Central Collection Agency (CCA)
    • City Tax Rates
    • Ohio School District Income (OSDI) Tax Rates