*** As a reminder, to receive payroll updates, you need to be running the latest version of AccountEdge.
Click here for information on preparing your W-2s and W-3.When you're ready, run your payroll reports, generate W-2s, and 1099s.Go to your top menu bar and select Setup > Load Payroll Tax Tables/Payroll Updates.Load the latest Payroll Tax Tables into the company file (if applicable).Windows OS - Go to your top menu bar and select Help > Check for Updates.
#Accountedge pro closing a year mac os
Mac OS - Go to your top menu bar and select AccountEdge Pro/NE > Check for Updates.Product updates include updated payroll tax tables.*** Click here for information on the Start a New Payroll Year Process.Go to your top menu bar and select File > Start a New Year > Start a New Payroll Year.Start a New Payroll Year in the company file.Click here for information on making a backup of your company file.Click here for information on Upgrading Your Company File.*UPGRADE - If you own the latest version of AccountEdge, install the AccountEdge upgrade and upgrade your company file.These tasks are required if you are processing payroll in AccountEdge Pro, or if you report expenses paid to 1099 vendors. Payroll/Calendar Year-End Tasks ***W-2/W-3*** This process does not need to happen immediately after the close of the year - you should wait until you are positive you have no further transactions/adjustments to record in the previous year. The Fiscal year-end tasks can be performed after the end of your fiscal year, when your journal adjustment entries are completed. Until the year-end payroll tasks are completed, you are not going to be able to run payroll for the new year. The payroll/calendar tasks should be performed on or just after January 1 st, since the payroll year follows the calendar. The tasks are divided into two groups: payroll/calendar and fiscal. In AccountEdge, the end-of-year procedure involves the following tasks.
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