{"id":3715,"date":"2022-10-25T15:21:34","date_gmt":"2022-10-25T15:21:34","guid":{"rendered":"https:\/\/help.insperity.com\/hcm\/?post_type=ht_kb&#038;p=3715"},"modified":"2023-02-03T19:20:40","modified_gmt":"2023-02-03T19:20:40","slug":"2022-year-end-checklist","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/hcm\/knowledge-base\/2022-year-end-checklist\/","title":{"rendered":"2022 year-end checklist"},"content":{"rendered":"<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items_21565a-86:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list:not(.this-prevents-issues):not(.this-stops-third-party-issues):not(.tijsloc){margin-top:0px;margin-right:0px;margin-bottom:var(--global-kb-spacing-sm, 1.5rem);margin-left:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list{grid-row-gap:19px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:16px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-1 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-2 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-3 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-4 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-5 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-6 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-7 .kt-svg-icon-list-single svg{font-size:20px;}.kt-svg-icon-list-items_21565a-86 ul.kt-svg-icon-list .kt-svg-icon-list-level-8 .kt-svg-icon-list-single svg{font-size:20px;}<\/style>\n<div class=\"wp-block-kadence-iconlist kt-svg-icon-list-items kt-svg-icon-list-items_21565a-86 kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-0 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Review <a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/2021-payroll-processing-deadlines\/\" data-type=\"ht_kb\" data-id=\"1894\">processing deadlines<\/a> and identify your final payroll(s) of 2022.<\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-1 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Review the <a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/2021-2022-holiday-schedule\/\" data-type=\"ht_kb\" data-id=\"1896\">Insperity holiday schedule and Federal Reserve holidays<\/a> for 2022 and 2023.<\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-2 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Call your payroll specialist with any questions regarding year-end processing well in advance of <strong>Dec. 09<\/strong>, <strong>2022<\/strong> to allow sufficient time to address and resolve any outstanding issues.<\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-3 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Identify and process any end-of-the-year payroll items, such as bonuses, fringe benefits, and deferred compensation by <strong>Friday, Dec. 9<\/strong>, <strong>2022<\/strong>.<\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-4 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Enter any additional manual or voided checks that need to be recorded in 2022 by <strong>Dec. 9<\/strong>, <strong>2022<\/strong>. If you enter additional manual checks or voids after this date or after processing your last payroll for the year, please contact your payroll specialist for guidance.<\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-5 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">For applicable large employers (ALEs), call your benefits specialist for guidance on <a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/aca-year-end-information\/\" data-type=\"ht_kb\" data-id=\"2069\">ACA year-end processing <\/a>well in advance of <strong>Friday, Dec. 09<\/strong>, <strong>2022 <\/strong>to allow sufficient time to address and resolve any outstanding issues.<\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-6 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Perform an <a href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/viewing-year-end-audit-reports\" data-type=\"ht_kb\">audit of employee data<\/a> related to Social Security number (SSN), name and mailing address, and make any updates in the payroll system by <strong>Wednesday, Dec. 28, 2022.<\/strong><\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-7 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Ensure any COVID-19 Emergency Sick and Family Leave wages and qualifying health plan expenses have been entered in isolved by <strong>Tuesday, Dec. 27, 2022.<\/strong> <\/span><\/li><li class=\"kt-svg-icon-list-style-default kt-svg-icon-list-item-wrap kt-svg-icon-list-item-8 kt-svg-icon-list-level-0\"><div style=\"display:inline-flex;justify-content:center;align-items:center;color:#44a461\" class=\"kt-svg-icon-list-single kt-svg-icon-list-single-fe_checkCircle\"><svg style=\"display:inline-block;vertical-align:middle\" viewBox=\"0 0 24 24\" height=\"20\" width=\"20\" fill=\"none\" stroke=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" aria-hidden=\"true\"><path d=\"M22 11.08V12a10 10 0 1 1-5.93-9.14\"><\/path><polyline points=\"22 4 12 14.01 9 11.01\"><\/polyline><\/svg><\/div><span class=\"kt-svg-icon-list-text\">Third-party sick pay information should be processed by <strong>Friday<\/strong>, <strong>Dec. 30, 2022<\/strong>. If you won\u2019t receive the necessary information in time, please contact your payroll specialist by\u00a0<strong>Dec. 9,<\/strong>\u00a0<strong>2022<\/strong>.  <\/span><\/li><\/ul><\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[],"ht-kb-tag":[],"class_list":["post-3715","ht_kb","type-ht_kb","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/3715","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/comments?post=3715"}],"version-history":[{"count":7,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/3715\/revisions"}],"predecessor-version":[{"id":4320,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/3715\/revisions\/4320"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/media?parent=3715"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-category?post=3715"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-tag?post=3715"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}