Agenda

2020 CYE Agenda

Redesign 2020 Calendar Year End Meeting Recording

USAS Calendar Year-End

Closing Checklist

  • USAS Calendar Year End Closing Checklist

Supporting Documentation

  • Helpful Links:
    • Instructions for Forms 1099-MISC and 1099-NEC Introductory Material
    • 2020 IRS Instructions for Forms 1099-MISC and 1099-NEC

    • General Instructions for Certain Information Returns (2020) (Forms 1096,1097,1098,1099,3921,3922,5498 and W2-G)

USPS Calendar Year-End

Closing Checklist

  • USPS Calendar Year End Closing Checklist

Supporting Documentation

  • 2020 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
    • Deceased Employee Final Payment Procedure
    • 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
    • Ohio Department of Taxation
    • Regional Income Tax Agency (RITA)
    • Central Collection Agency (CCA)
    • City Tax Rates
    • Ohio School District Tax Income (OSDI) Rates