In general, USA payroll processing for Year End in Dayforce, which includes generating, reviewing, and filing of most general tax forms such as the Form W-2 for standard wages, adheres to a basic process flow that payroll administrators must follow.
All Quarter End processing must be done for all quarters before year end processing takes place. For details, see the section beginning with the topic Quarterly/Annual Reporting (USA).
To process Year End, payroll administrators must perform the following tasks:
- Ensure That Previous Quarters Have Been Closed
- Generate Preview Data in USA Year End
- Review Archived Reports
- Run and Audit Year End Reports
- Preview Tax Forms in USA Year End
- Mark Ready For Print and Filing
Important: You must commit all uncommitted pay runs before the system performs Filing Validation.