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Tuesday, January 4

1:00 PM – 1:30 PM PT

This Month’s Focus

Year-End Reminders for January

Join us for a review of year-end task reminders for the month of January.  During this session, we will discuss:

  • Running Tax Information Reports.
  • Final verification of IRA Balance File data (distributions only for all IRA plan types, including death distributions to beneficiaries) and HAS Balance File data.
  • Verifying Tax Files and making adjustments where necessary.
  • Verifying 1099-MISC amounts for Accounts Payable Vendors.
  • Closing the General Ledger for 2021 (this must be completed prior to reporting the January YTD figures.)