Why you need a Year End Payroll Checklist Template

It’s almost the end of the year, holiday season is around the corner and businesses depend on you to help them pay their employees. 

But as your client base grows and you hire more hands, you’ll soon realize that you need to streamline your workflow process to save time and get work done faster. Afterall, individuals and families depend on your payroll process to quickly sort out their bills and do other things.

Our year end payroll checklist template will help you create a standardized, efficient, and quick workflow process to quickly and efficiently complete payroll for your clients’ employees.

You can also customize it to fit your firm’s needs and share it with your team members.

How our Year End Payroll Checklist Template will help your firm

Our weekly payroll processing checklist template will help your firm:

Accurately confirm final paychecks without skipping any important steps:
You may be an expert at processing paychecks but you probably can’t say the same for all your employees. Our year end payroll checklist template includes step by step instructions to accurately review and process employee payrolls without skipping any important steps or making costly mistakes.

Standardize and streamline processes across your firm:
If your staff members have different ways of completing work, it’s time to standardize your process to improve the quality and consistency of your firm’s work. Standardizing your processes through a checklist will save you from the headache that comes with inconsistent work.

Deliver consistent, excellent work that drives client satisfaction and referrals:
Our year end payroll checklist template was carefully created to help you and your firm accurately carry out payroll in a timely manner. Also, when your clients are satisfied with your firm’s work, they’ll refer you to their friends and colleagues.

What you’ll find in our Year End Payroll Checklist Template

In our fully editable and customizable Year End Payroll Checklist Template, you’ll find:

  • A list of tasks (steps) to complete a quarterly review
  • Space to indicate the status of each task 
  • Due date
  • Assignee
  • Notes

 

Note: Remember that you can add or remove any of these items to fit your firm’s unique processes.

How to use our Year End Payroll Checklist Template

To use our Year End Payroll Checklist Template, simply:

  • Download the template
  • Or create an account with Financial Cents to access the template

After you’ve gotten your copy of the template:

  • Review each step and determine if you want to remove or add anything.
  • Optionally, you may add your logo to customize it to your firm.
  • Share it across your team via email or your file sharing platform.
  • You can also create a video to explain the tasks and any other important details to your team.

Year End Payroll Checklist Template FAQs

Are the tasks in the Year End Payroll checklist template accurate?
Yes, they are. We created our Year end Payroll Checklist Template with feedback from bookkeepers and accountants like you. However, please review each task carefully and feel free to edit them to fit your firm’s unique needs.

Can I use this checklist template within the Financial Cents application?
Absolutely! In fact, that’s the better way to use and maximize this template. In Financial Cents, you can create a project from this checklist template, making it easy for you and every member of your team to get work done. Financial Cents also gives you a great overview of all client work and projects so you never miss another deadline.

 

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