Year End Preparation: Finalize all Payrolls

Year End Preparation: Finalize all Payrolls

Finalize all payrolls

Supplemental payrolls may need to be processed to account for earnings such as:
  1. Bonus
  2. Group Term Life Imputed Income
  3. Taxable Fringe Benefits*
  4. Other Compensation
  5. Personal Use of Auto
  6. ER & EE medical cost on W2 (Box DD)
  7. S Corp Health
To add a new payroll date, complete the Additional Payroll Form. **Payrolls with a single employee transaction over $100,000 or company total over $1,000,000 will require a bank wire to fund the entire payroll**

*Taxable Fringe Benefits: According to the Internal Revenue Service, a fringe benefit is a form of pay for the performance of services. Any fringe benefit provided to an employee is taxable and must be included in the recipient’s wages unless the law specifically excludes it. Most fringe benefits must be processed on a regular payroll with employee wages to ensure there are funds available to cover applicable Federal, State and Local taxes. 
 
Common examples of fringe benefits include:
  1. Company paid Premiums for Group Term Life Insurance coverage more than $50,000 
  2. Personal use of company car 
  3. S-Corp 2% shareholder insurance premiums 
  4. Employer paid education not related to the employee’s job 
  5. Gifts Cards 
  6. Moving expense

Enter 3rd Party Sick Pay Statements

Taxability of payments to an employee under a sick pay or disability plan is determined based on how the plans are funded. Refer to IRS Publication 15-A, Employer’s Supplemental Tax Guide for further information.

Who is Issuing the Third Party Sick Pay W2 Form to your Employee?
Payments made by a Third Party for short-term or long-term disability may need to be included in employee income and reported on the W2 form. Additionally, the employer-matching portion of any Social Security, Medicare and Federal/State unemployment taxes needs to be paid and reported on Forms 941, 940 and quarterly state unemployment returns.

Third Party Providers generally have three options regarding employee W2 forms, so it is very important to know which option your company has chosen. If you changed insurance providers recently, you should review your agreement related to W2 production to confirm who is producing the employee W2.
  1. Third Party is producing employee W2 form under your company EIN
  2. Third Party is producing employee W2 Form under the Third-Party EIN
  3. Client is producing employee W2 form using your company EIN.
Regardless of the option, the data will still need to be recorded in payroll on the employee record, so AtlasHR can make the Employer tax payments and record on the applicable tax returns.

The available options within the AtlasHR system are: 
  1. Single W2 – Third party sick pay will be included with all regular pay on the W2.
  2. Separate W2 – A separate W2 will be issued for third party sick pay.
  3. Do Not Report – The third party is issuing the W2 Form for the third-party sick pay.
If sick pay/disability information is not processed by standard processing deadlines, corrected W2 forms and amended tax returns will be required and additional fees will apply.

Contact the third party provider to obtain the necessary short/long term disability pay information prior to year-end. 

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