Year-End Planning 2020

Year-End W-2 Compliance

As year-end approaches, there are several items you should be considering related to payroll and W-2 preparation.

Here’s what we need from you:

Please submit your payroll information to your My Eide Bailly portal by Tuesday, January 10, 2023. Please include:

  • QuickBooks backup for 2022 or quarterly payroll wage reports, if applicable. If you do not have a Quickbooks backup:
    Download your W2 Template
  • Federal and state tax payments
  • Copies of 1st, 2nd, and 3rd quarter payroll returns (if we do not process)
  • Current passwords for federal and state on-line filing
  • Please be sure to read all the questions listed to make sure you have all the proper documentation for your year-end planning.

Upon completion, all forms will be mailed directly to the recipients and all government copies will be electronically filed with the appropriate authorities. We will upload the copies for your records to your My Eide Bailly portal.

Please note, all W2 forms must be furnished to recipients on or before January 31, 2023 to avoid penalties. We cannot guarantee timely filing for information received by us after January 25, 2023.


  • Please upload your information to your My Eide Bailly portal no later than January 10, 2023.
  • Please check all recipient names, addresses, and social security numbers for accuracy prior to returning information to us.

The following illustrates the most common types of benefits paid to employees, which must be included in their income. Please review these items for additional taxable benefits and provide us with a list of the employees, the benefit received, and the benefit amount.

Make sure to provide us with the most current address and/or name change for all past and present employees.


If you don’t have a QuickBooks file and cannot send us a backup, we will need the following filled out on each tab:

Download your W2 Template

  • Employer Information W2 Journal: Please use these to summarize your 2022 information. You can also provide reports containing the same information from your accounting software or a QuickBooks backup file.
  • W2 Journal with Deductions: Please use this template if you offer benefits to your employees on a pretax basis and we need to report those on the W2.
  • Payroll Liability Summary: Please use this if you don’t have any reports that your software can run for us to account for your payroll tax liability to report on your returns.
  • Personal Use of Auto: If applicable, use this tab to report the information per employee, you may need to add and copy another tab if more than one employee has this benefit


Please upload the following information to your My Eide Bailly client portal.

Have questions or unsure how to access My Eide Bailly?