USAS Calendar Year-End

Closing Checklist

• 2018 USAS Calendar Year End Review Closing Checklist

• USAS Calendar Year End Closing Checklist

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)

  • First System Updates TCC Code

  • IRS Publication 1220 for Tax Year 2021 (Electronic Filing of Forms 1099)

  • Fire System

USPS Calendar Year-End

Closing Checklist

• USPS Calendar Year End ReviewClosing Checklist

Supporting Documentation

• 2021 W2 Information
  • W2 Form
  • W2 Form Explanation
  • W2 Reconciliation Worksheet
  • Federal Deduction COVID Reporting
• Special Processing Situations
  • Third Party Sick Pay
    • Example Third Party Sick Notification
• W2 Reconciliation Worksheet
• 2018 W2 Form
  • Deceased Employee Final Payment Procedure
  W2 Report Example
• 2018 W2 Boxes Explained
• • Reimbursable Employee Expense Situations
  • Affects of Special W2
  Processing Situations and Tax Affects2018
  • Situations on Processing
• Helpful Links: 2018 USPS Calendar Year End Closing Checklist
  • Internal Revenue Service
  • W2 Instructions
  • Internal Revenue Service Publication 15-A
  • Internal Revenue Service Publication 15-B
• Helpful Links

Closing Checklist

• • Ohio Department of Taxation
  • Regional Income Tax Agency (RITA)
  • Central Collection Agency (CCA)
  • City Tax Rates
  • Ohio School District Tax Income (OSDI) Rates