The Year-End Checklist in Workstream helps you prepare for Year-End filing by ensuring your company data is accurate and up-to-date. Following these steps will help minimize errors and ensure everything is ready for filing.
In this article, you’ll learn how to use the Year-End Checklist to confirm your company’s tax information is accurate, including reviewing company data, verifying W-2 details, and completing other necessary tasks before filing.
📌 Access needed: You need Payroll-specific permissions to access Payroll. If you don't have access, please contact your Super Admin.
Preparing for 2025 Tax Filings with Workstream's End-of-Year Checklist.
Here’s how to get started with your Year-End filing preparation:
In Team View, go to Payroll, then select Payroll.
(If you manage multiple tax entities, ensure you're on the correct one. To switch, select Change in the upper-left corner.)
In the Tasks section, select Review next to the End-of-year checklist.
This opens a window with the following steps to help you complete your Year-End filing:
Review company tax information: Confirm your taxpayer information for each jurisdiction where your business operates
Prepare tax returns: Review and finalize your employees’ W-2 filings
Reminders: Review and update your employee and payroll data to ensure accuracy, reduce errors, and prepare for the upcoming year’s tax filings