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 by Monday, January 10, 2022. Please include:

  • QuickBooks backup for 2021 or quarterly payroll wage reports, if applicable. If you do not have a Quickbooks backup, please see WORKSHEETS below.
  • Federal and state tax payments
  • Copies of 1st, 2nd, and 3rd quarter payroll returns (if we do not process)
  • Current passwords for state and federal 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.

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:

  • W2 Journal: Please use these to summarize your 2021 information. You can also provide reports containing the same information from your accounting software or a QuickBooks backup file.
  • Payroll Monthly Summary: Please use this if you don’t have any reports that your software can run for us to account for your payroll amounts
  • Employer Information worksheet.


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

Have questions or unsure how to access My Eide Bailly?