{"id":9546,"date":"2025-10-21T14:45:52","date_gmt":"2025-10-21T14:45:52","guid":{"rendered":"https:\/\/help.insperity.com\/hcm\/?post_type=ht_kb&#038;p=9546"},"modified":"2025-10-27T18:49:34","modified_gmt":"2025-10-27T18:49:34","slug":"2025-year-end-checklist","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/hcm\/knowledge-base\/2025-year-end-checklist\/","title":{"rendered":"2025 year-end checklist"},"content":{"rendered":"\n<p class=\"has-white-color has-midnight-gradient-background has-text-color has-background has-link-color has-medium-font-size wp-elements-21dafe6accb892dffff2e08ce5f4b8db\"><strong>October\/November <\/strong><\/p>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_be953d-83:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_be953d-83 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-items9546_be953d-83 ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_be953d-83 ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items9546_be953d-83 ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .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-items9546_be953d-83 kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-9546_556bf1-bb .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_556bf1-bb\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Watch the&nbsp;<a href=\"https:\/\/video.insperity.com\/BPSPM\/WX\/2024YearEnd.mp4\" target=\"_blank\" rel=\"noreferrer noopener\">year-end video<\/a><\/strong> (to update)<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_a6e218-23 .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_a6e218-23\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Review <a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/2025-payroll-processing-deadlines\/\" data-type=\"ht_kb\" data-id=\"9465\" target=\"_blank\" rel=\"noreferrer noopener\">processing deadlines<\/a> and <strong>identify your final payroll(s) for 2025<\/strong>.<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_24ef86-3f .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_24ef86-3f\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Review the <a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/2025-2026-federal-reserve-and-insperity-holiday-schedule\/\" data-type=\"ht_kb\" data-id=\"9510\" target=\"_blank\" rel=\"noreferrer noopener\">Insperity holiday schedule and Federal Reserve holidays<\/a><\/strong> for 2025 and 2026.<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_220c35-39 .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_220c35-39\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">For clients using isolved for <a href=\"\/\/help.insperity.com\/hcm\/knowledge-base\/aca-toolkit-for-2024-filing\/\" target=\"_blank\" rel=\"noreferrer noopener\">ACA compliance<\/a>, all <strong>ACA configuration<\/strong>, including history from prior years, must be completed in isolved no later than <strong>Friday<\/strong>, <strong>Nov. 14, 2025.<\/strong><\/span><\/li>\n<\/ul><\/div>\n\n\n\n<p class=\"has-white-color has-midnight-gradient-background has-text-color has-background has-link-color has-medium-font-size wp-elements-840c347f42ff41ce7d0f5f4f0c674048\"><strong>December<\/strong><\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Before your last payroll<\/h4>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_0c9fb1-9f:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_0c9fb1-9f 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-items9546_0c9fb1-9f ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_0c9fb1-9f .kb-svg-icon-wrap{font-size:20px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_0c9fb1-9f ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items9546_0c9fb1-9f ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .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-items9546_0c9fb1-9f kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-9546_d8aa75-86 .kt-svg-icon-list-single{color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_d8aa75-86\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Identify and schedule special payroll adjustments<\/strong>, such as group-term life, auto allowances, and other fringe benefits. Because some of these fringe benefits require tax withholdings, they need to be entered at the same time as a normal payroll run before the end of the year. Use the guide <a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/year-end-payrolls-and-adjustments\/\" target=\"_blank\" rel=\"noreferrer noopener\">Year-end payrolls and adjustments<\/a> for important cut-off dates. <\/span><\/li>\n<\/ul><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Before December 15th<\/h4>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_88e4c6-38:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_88e4c6-38 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-items9546_88e4c6-38 ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_88e4c6-38 .kb-svg-icon-wrap{font-size:20px;color:#46a162;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_88e4c6-38 ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items9546_88e4c6-38 ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .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-items9546_88e4c6-38 kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\">\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_58fe6b-03\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Call your payroll specialist with any <strong>questions regarding year-end processing<\/strong> well in advance of&nbsp; <strong>Monday, Dec. 15,&nbsp;2025,<\/strong>&nbsp;to allow sufficient time to address and resolve any outstanding issues.<\/span><\/li>\n\n\n\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_1f6216-51\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Identify and process any <strong>end-of-the-year payroll items<\/strong>, such as bonuses, fringe benefits, and deferred compensation by&nbsp;<strong>Monday, Dec. 15,&nbsp;2025<\/strong>.<\/span><\/li>\n\n\n\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_ae1d57-49\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">\u202fIf you are <strong>paying bonuses or have extra payrolls <\/strong>that need to be included in your 2025 W-2s, notify your payroll specialist by\u202f<strong>Dec. 15, 2025<\/strong>. (Note: Wiring of funds may be required.)&nbsp;<\/span><\/li>\n\n\n\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_2790d0-0e\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Enter any additional <strong>manual or voided checks<\/strong> that need to be recorded in 2025 by&nbsp;<strong>Monday, Dec. 15,&nbsp;2025<\/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>\n\n\n\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_640232-66\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">For applicable large employers (ALEs), call your benefits specialist for guidance on&nbsp;<strong>ACA year-end processing&nbsp;<\/strong>well in advance of&nbsp;<strong>Monday, Dec. 15,&nbsp;2025<\/strong> to allow sufficient time to address and resolve any outstanding issues.<\/span><\/li>\n<\/ul><\/div>\n\n\n\n<h4 class=\"wp-block-heading\">Before December 30th<\/h4>\n\n\n<style>.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_ac88bc-f6:not(.this-stops-third-party-issues){margin-top:0px;margin-bottom:0px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_ac88bc-f6 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-items9546_ac88bc-f6 ul.kt-svg-icon-list{grid-row-gap:5px;}.wp-block-kadence-iconlist.kt-svg-icon-list-items9546_ac88bc-f6 ul.kt-svg-icon-list .kt-svg-icon-list-item-wrap .kt-svg-icon-list-single{margin-right:10px;}.kt-svg-icon-list-items9546_ac88bc-f6 ul.kt-svg-icon-list .kt-svg-icon-list-level-0 .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-items9546_ac88bc-f6 kt-svg-icon-list-columns-1 alignnone\"><ul class=\"kt-svg-icon-list\"><style>.kt-svg-icon-list-item-9546_cc85c3-23 .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_cc85c3-23\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Employees must update their home address or specify an <strong>override address for tax form<\/strong>s no later than<strong>&nbsp;Friday, Dec. 26, 2025<\/strong>,  to ensure delivery to the correct address.<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_04feaf-f1 .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_04feaf-f1\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Employee&nbsp;must&nbsp;elect&nbsp;<strong>electronic consent to year-end forms<\/strong> in the&nbsp;<strong><a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-can-employees-view-and-change-their-consent-to-electronic-delivery-of-year-end-tax-forms-in-ess-classic-view\/\">ESS Classic View<\/a> or the <a href=\"https:\/\/help.insperity.com\/hcm\/knowledge-base\/how-can-employees-change-their-consent-to-electronic-delivery-of-year-end-tax-forms-in-aex\/\">Adaptive Employee Experience<\/a> prior to Dec. 26,&nbsp;2026&nbsp;in order to&nbsp;receive&nbsp;<\/strong>W-2s, 1099-NECs, and 1095 ACA forms electronically.&nbsp;<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_49cc8b-ca .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_49cc8b-ca\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Identify and schedule <strong>special payroll adjustments<\/strong>, such as group-term life, auto allowances, and other fringe benefits. Because some of these fringe benefits require tax withholdings, they need to be entered at the same time as a normal payroll run before the end of the year.<\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_53e558-18 .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_53e558-18\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Perform an<strong>\u00a0<a href=\"https:\/\/learning.myisolved.com\/library\/quick-help-videos\/viewing-year-end-audit-reports\">audit of employee data<\/a><\/strong>\u00a0related to Social Security number (SSN), name, and mailing address, and make any updates in the payroll system by<strong> Friday, Dec. 26, 2025<\/strong>.  <\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_006f4a-e1 .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_006f4a-e1\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">Enter any additional <strong>manual or voided checks<\/strong> that need to be recorded in 2025 by <strong><strong>Friday, Dec. 26, 2025<\/strong><\/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>\n\n\n<style>.kt-svg-icon-list-item-9546_7c9221-dc .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_7c9221-dc\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fe_checkSquare kt-svg-icon-list-single\"><svg viewBox=\"0 0 24 24\"  fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><polyline points=\"9 11 12 14 22 4\"\/><path d=\"M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\"><strong>Third-party sick pay <\/strong>information should be processed by&nbsp;<strong><strong>Friday, Dec. 26, 2025<\/strong><\/strong>.  <\/span><\/li>\n\n\n<style>.kt-svg-icon-list-item-9546_cb97a3-8f .kt-svg-icon-list-single{font-size:20px !important;color:#46a162 !important;}<\/style>\n<li class=\"wp-block-kadence-listitem kt-svg-icon-list-item-wrap kt-svg-icon-list-item-9546_cb97a3-8f kt-svg-icon-list-level-1\"><span class=\"kb-svg-icon-wrap kb-svg-icon-fas_exclamation kt-svg-icon-list-single\"><svg viewBox=\"0 0 192 512\"  fill=\"currentColor\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"  aria-hidden=\"true\"><path d=\"M176 432c0 44.112-35.888 80-80 80s-80-35.888-80-80 35.888-80 80-80 80 35.888 80 80zM25.26 25.199l13.6 272C39.499 309.972 50.041 320 62.83 320h66.34c12.789 0 23.331-10.028 23.97-22.801l13.6-272C167.425 11.49 156.496 0 142.77 0H49.23C35.504 0 24.575 11.49 25.26 25.199z\"\/><\/svg><\/span><span class=\"kt-svg-icon-list-text\">After Dec. 26: Any late submissions will require manual adjustments that will delay corrected W-2 reporting. Adjustments cannot be processed until after February 7, 2026, and will be subject to a fee of $350 per quarter.<\/span><\/li>\n<\/ul><\/div>\n\n\n\n<p>Should you receive new tax rate notices in late 2025 or early 2026 from each state with whom you are registered, please forward all copies of the tax rate notices or agency letters our tax team at&nbsp;<a href=\"mailto:IPS.Tax@insperity.com\">HRCore.Tax@insperity.com<\/a>, upon receipt.&nbsp;<\/p>\n\n\n\n<p>Insperity does not received this information from state or local agencies.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>October\/November December Before your last payroll Before December 15th Before December 30th Should you receive new tax rate notices in late 2025 or early 2026 from each state with whom you are registered, please forward all copies of the tax rate notices or agency letters our tax team at&nbsp;HRCore.Tax@insperity.com, upon&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[],"ht-kb-tag":[],"class_list":["post-9546","ht_kb","type-ht_kb","status-publish","format-standard","hentry"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/9546","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=9546"}],"version-history":[{"count":23,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/9546\/revisions"}],"predecessor-version":[{"id":9611,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb\/9546\/revisions\/9611"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/media?parent=9546"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-category?post=9546"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/hcm\/wp-json\/wp\/v2\/ht-kb-tag?post=9546"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}