Payroll New Year and Year End Checklist

For Employers that process their payroll:

  • Verify and update your State Unemployment Insurance rate prior to running first Payroll in the new 2016 year
  • Before processing W-2’s, verify 2015 employees’ data, update phone, address, email etc.
  • Review and update employees W-4 / federal withholding status if necessary
  • Verify any changes in employee pay and garnishments / deductions
  • Verify 1099 Vendor Information for 2015 year-end 1099 and 1096 form filing
    • Update and verify 1099 vendor information to include tax ID number and current address
    • Deadline to mail 1099’s is February 1, 2016
    • Additional information can be found at:

If McIlvain & Associates processes your payroll:

  • Please provide us with your State Unemployment and State Disability Insurance rates for the new year
  • Please provide us with any updates to W-4 withholdings, any changes to employees’ pay, any changes in employees’ garnishments, any changes to employees’ personal information (phone, address, email etc.)
  • If you are an S-Corp please furnish McIlvain & Associates your health insurance premiums paid for Shareholders in 2015 so that it can be included on your W-2.

If you have processed your payroll in the past, but are looking to outsource this function in 2016, we invite you to contact out office to discuss your options.

Professional Certifications

Hours & Location

Due to COVID safety measures in place, we ask that you wear a mask upon entering the building. Thank you.
Mon-Friday 8:30 am - 5:00 pm
(closed 12 - 1 pm for lunch)
1110 N. Kimball Avenue, Suite 100
Southlake, TX 76092
(817) 545-1277