Preparing for Year End 2025 and Year Beginning 2026 (SSVL10)

As the calendar year closes, accurate and compliant payroll processing is essential for every organization. Year-end tasks—from W-2 and 941 reconciliations to benefit limit updates and the latest IRS and state compliance requirements—demand careful planning and attention to detail. This webinar delivers the strategies, updates, and step-by-step checklists payroll professionals need to meet deadlines confidently, reduce last-minute stress, and start 2026 right.

Disclaimer: No Gen AI here—our courses are crafted by real payroll professionals who deliver accurate, insightful and practical education.

What Will Be Covered

  •  Latest guidance for W-2 and state form submission, including OBBBA compliance
  •  Updates on IRS, SSA, and DOL rules and any late-breaking legislative changes
  •  Annual wage base, fringe benefit, and tax limit updates for 2026
  •  Systematic best practices, checklists, and memos to streamline communication and avoid missed steps
  •  Instructions for handling duplicate W-2 requests, year-end reporting, and correcting errors (with Form W-2c)
  •  Managing electronic delivery, data verification, and regulatory filings
  •  Strategies for gathering and reconciling year-end payroll data throughout the year
  •  Review of state payroll changes, SUI wage base shifts, and minimum wage increase

Learning Objectives

  •  Reconcile Forms W-2 and W-941 accurately, applying current compliance rules
  •  Prepare all required tax forms and data for deadline submission (federal and state)
  •  Implement and maintain dynamic year-end checklists tailored to the department’s tasks
  •  Respond to employee inquiries confidently using templated memos and forms
  •  Update payroll systems and processes for 2026 regulatory changes, including new wage bases and fringe benefit limits
  •  Manage all aspects of year-end reporting, from data verification to electronic form delivery.

Who Should Attend:

Payroll managers, administrators, practitioners, entry-level personnel, HR executives, accounting and finance staff, department managers, business owners, attorneys, legal professionals, and anyone responsible for payroll compliance, reporting, and year-end close.