USAS Calendar Year-End

Presentations

• 2014 USAS Calendar Year End Closing Powerpoint

Closing Checklist

• USAS Calendar Year End Closing Checklist

Supporting Documentation

• Helpful Links:
  • Instructions for Forms 1099-MISC and 1099-NEC Introductory Material

  • 2021 IRS Instructions for Forms 1099-MISC and 1099-NEC

  • General Instructions for Certain Information Returns (2021) (Forms 1096,1097,1098,1099,3921,3922,5498 and W2-G)

USPS Calendar Year-End

Closing Checklist

• USPS Calendar Year End

• Closing Checklist

Supporting Documentation

• 2021 W2 PROC AND W2PROC ERRORSInformationOhio Form IT-3
  • 2015 W2 and W3 Instructions
  • 2015 CCA TAX RATES
  • 2015 RITA WITHHOLDING TAX RATES
  • W2MAINT
  • • W2 Form
    • W2REPT Explanation
    • W2 Box Explanation
    • W2 Reconcilation Worksheet
    • Federal Deduction COVID Reporting 
    • Reporting W2 Information to States Other Than Ohio
  • Special Processing Situations
    • Third Party Sick Pay
      EXAMPLE
      • • Sample Third Party Sick Pay Notification
    • W2 Reconciliation Worksheet
    • 2014 W-2 Form
    • • Deceased Employee Final Payment
      Procedure
    • W2 Report Example
    • 2015 W2 Boxes Explained
    • Expense Reimbursement
    • Specific Affects

    Closing Checklist

    • USPS Calendar Year End Closing Procedures

• • Procedures
  • Reimbursable Employee Expense Situations
  • Affects of Special W2 Situations on Processing 
• Helpful Links:
  • Internal Revenue Service
  • W2 Instructions
  • Internal Revenue Service Publication 15-A
  • Internal Revenue Service Publication 15-B
  • Ohio Department of Taxation
  • Regional Income Tax Agency (RITA)
  • Central Collection Agency (CCA)
  • City Tax Rates
  • Ohio School District Income (OSDI) Tax Rates