In an effort to help your 2014 year-end process run smoothly, we have prepared a number of important resources that can be downloaded here. We strongly encourage you to download and use these resources to help you manage your year-end payroll process. Important resources available below include:

  • Client Year-End Form 2014
  • Complete 2014 Year-End Packet and Checklist
  • Year-End “To Do” Checklist
  • CBIZ Payroll's Holiday Processing Schedule - Year-End 2014
  • Federal Reserve Dates - 2015
  • Bonus/Unscheduled Payroll Request Form
  • Payroll-Tax Adjustment Agreement
  • New code Setup Request Form

You can also find our Year-End Newlsetter HERE.

Client Year-End Form 2014

Use this form to proactively tell us what you need from us so we can set it up in advance to be ready for you when you need it.

Complete 2014 Year-End Packet and Checklist
This will provide you with all of the forms, guidelines and checklists listed below for you to use in preparing for year-end.  

Year-End “To Do” Checklist
Helpful “to do” checklist complete with fringe benefit guidelines, 3rd party sick reporting requirements and other important W-2 information will help guide you through the year process. 

CBIZ Payroll's Holiday Processing Schedule
Important list of bank holidays and the days CBIZ Payroll will be closed. Includes critical payroll processing deadlines you will need to observe in order to ensure timely direct deposit for your employees.

2015 Federal Reserve Holidays
List of all 2014 bank holidays or days observed by the Federal Reserve.

Bonus/Unscheduled Payroll Request Form
This form may be used to request a bonus or unscheduled payroll near year-end. All requests must be made in advance and completed prior to December 31st to ensure timely processing and tax depositing.

Payroll-Tax Adjustment Agreement
This waiver must be signed and returned to CBIZ Payroll (along with the Bonus/Unscheduled Payroll Request Form) when a 2014 correction payroll needs to be processed on or after the 12/31/14 deadline.

New Code Setup Request printable | electronic fill-in

This form may be used to request new earning and/or deduction codes that need to be setup in the Company Maintenance section.  There is a printable version and an electronic fill-in version of the form available.

Helpful Guides

Employee FAQ – How Do I Read My W-2?
This includes a number of commonly asked questions by employees about their W-2s.

Employer Guide – What If A W-2 Appears To Be Missing?
This provides employers with the steps they should take when an employee’s W-2 appears to be missing.

IMPORTANT!! IT IS CRUCIAL THAT YOU NOTIFY YOUR CLIENT ACCOUNT MANAGER OF ANY NEEDED ADJUSTMENTS FOR 2014 BEFORE YOU SUBMIT YOUR FINAL 2014 PAYROLL, TO AVOID ADDITIONAL PROCESSING CHARGES AND DELAYS.

Thank you for helping to make this year-end process run smoothly!

 

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