Year-End 2014 is Just Ahead!

Year-End 2014 is just ahead!

Year-end is fast approaching and ADP TotalSource^® is delivering the tools you need to close out payroll for 2014 efficiently and ensure all your worksite employees receive an accurate Form W-2.

What you will receive in the coming weeks…

• Year-end materials sent to your facility containing important dates and all necessary employee communication posters
• Year-end needs analysis survey on My TotalSource^® website
• Complete online year-end e-package that includes quick reference checklists, IRS forms and 2014 statutory limits, accessible via My TotalSource website
• Convenient 30-minute online training module on My TotalSource website

Actions required…

• Review training module and year-end e-package as noted above
• Complete online year-end needs analysis survey which will be conveniently posted on My TotalSource in October
• Schedule any bonus payrolls with your Payroll Service Representative
• Display the employee poster provided in the mailed year-end kit to remind your employees of critical year-end updates

What’s next…

November

• Online year-end e-packages and checklists available
• Year-end and Form W-2 posters mailed to your facility
• By 11/24/14 report the value of any client provided health benefits outside of the ADP TotalSource, Inc. Health and Welfare Plan
• By 11/24/14 report any miscellaneous taxable income outside of the ADP TotalSource, Inc. Health and Welfare Plan
• By 11/24/14 schedule year-end bonus payrolls
• Reminder email and pay stub message for your worksite employees to verify personal data for Form W-2 processing. Reminder email will be distributed to your full-time worksite employees who have provided a work email address

December

• By 12/12/14 report any Form W-2 change information
• By 12/12/14 process year-end bonus payrolls for 2014 check date
• By 12/31/14 any remaining statutory changes for 2014 will be communicated to you

January

• By 1/31/15 all Forms W-2 will be postmarked
• Help us keep your employee payroll files accurate – worksite employee purge instructions will be sent

We look forward to working with you for a successful year-end. As always, if you have any questions, please contact your Payroll Service Representative.