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Quarter End / Year End 2010

Quarter End / Year End 2010. QE/YE Checklist Review. Quarter End / Year End Calendar. Quarter End / Year End Calendar. Newsletters. Verify QE/YE Method. Sample company. Verify QE/YE Contact. Sample company. Verify Client Status. Client Company List Report (Status).

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Quarter End / Year End 2010

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  1. Quarter End / Year End 2010

  2. QE/YE Checklist Review

  3. Quarter End / Year End Calendar

  4. Quarter End / Year End Calendar

  5. Newsletters

  6. Verify QE/YE Method Sample company

  7. Verify QE/YE Contact Sample company

  8. Verify Client Status

  9. Client Company List Report (Status)

  10. Sponge Bobs Furniture Verify Client Hold Lists

  11. Run 4th Quarter Year End Adjustment Calc Utility

  12. Re-Number UCI Checks

  13. Client Database QE/YE Calculation-Preparation

  14. Client Database QE/YE Calculation-Preparation

  15. Client Database QE/YE Calculation-Preparation

  16. Export Clients Created List For Tracking

  17. Client Database QE/YE Printing

  18. Client Database QE/YE Printing

  19. Client Database QE/YE Printing

  20. YE W-2 Create (If W-2’s Are Created Separately) *Be sure to choose to create both paper type reports and paperless

  21. Separate W-2 Create / Print

  22. YE W-2 Create (Who)

  23. YE W-2 Create (Execute) *Be sure to complete a quality control check of W-2’s prior to completing the print/post steps

  24. YE W-2 Print / Post (What)

  25. YE W-2 Print / Post (Who)

  26. YE W-2 Print / Post (Execute)

  27. QE / YE Steps • Conduct quality control inspection of QE/YE packages • Begin packing process • Post Paperless clients • Begin shipping process • Conduct a re-print process if needed

  28. Prepare the e-Tax Package

  29. e-tax QE/YE Database Calculation-Preparation

  30. e-tax QE/YE Database Calculation-Preparation

  31. e-tax QE/YE Database Calculation-Preparation

  32. Finishing QE/YE • Re-prints beyond this point need to have both client and e-tax re-calculated and printed • Ship 941's /940's to IRS by the last day of the month • YE W-2's due to SS by end of March if electronic (End of Feb for Paper) • Re-run report for clients who have not processed in 30 days

  33. QUESTIONS

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