2023 payroll year-end checklist

A sample checklist of items to consider for 2023 and 2024, and state charts to guide you through the Form W-2 and electronic filing requirements that apply.

From tax filing to taxability, there is so much to consider when closing the year and starting anew and with federal, state and local rules constantly changing, preparing a year-end payroll checklist is no simple task. To get you started, we have compiled a sample checklist of items to consider for 2023 and 2024, and state charts to guide you through the Form W-2 and electronic filing requirements that apply.

What’s included:

  • Ernst & Young LLP’s sample 2023 payroll year end checklist
  • Table 1: 2024 federal holidays
  • Filing electronically for tax year 2023
  • Table 2: Federal electronic filing due dates for 2023 
  • Table 3: Special wage payments from A to Z — sample list 
  • Table 4: 2023 state Form W-2 requirements
  • Year-end employment tax reporting compliance

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