Year-End Checklist

Your 2025 Checklist

Tip

The United States Social Security Administration (SSA) offers an SSN Verification Tool for employers. Review it here.

• Confirm all tax ID numbers in the payroll system are current. Update or inactivate as needed.

• Submit all payment history adjustment requests by December 31, 2025, to be included on original returns and year-end forms.

• Make sure all on-demand and voided checks are entered into payroll history.

• Confirm 1099 contractors are set up with the correct earnings codes. If you’re a current Netchex customer, let us know if you’d like us to process 1099-NEC forms.

• Notify your payroll provider of any additions or changes to your payroll processing schedule.

• Review the Holiday Schedule to avoid late direct deposits or package deliveries.

• Audit all third-party sick payments made in 2025.

• Submit any applicable fringe benefits (HSA contributions, GTL, personal auto use, moving expenses, etc.) by December 31, 2025.

• Confirm W-2 reporting of employer-sponsored health coverage (required for most large employers).

• Forward any federal or state filing frequency notices to your payroll provider.

• Forward state unemployment rate change notices to your payroll provider.

Tip

Netchex offers the Unemployment Cost Management service to stay ahead of these changes without the stress.

• Check your W-2 shipping addresses to see if they are correct and update if needed.

• Verify the ACA Dashboard setup. Complete wizards and load check history by December 31, 2025 (required for applicable large employers).

• Update your company holiday calendar. You can do this within Netchex if you are a customer.

• Make any necessary updates to your accrual plans. You can do this within Netchex if you are a customer.

Did You Know?

Netchex Solution Consulting Services offers dedicated 30-minute sessions with a seasoned product and industry expert. Get customized advice, hands-on demos, and practical best practices to fit Netchex to your workflows. It’s the fastest way to spot hidden efficiencies, simplify processes, and maximize your investment as you evaluate your HR operations for 2026.

Disclaimer: Netchex does not give legal, tax, or accounting advice. You are responsible to ensure your use of Netchex product meets your individual business and compliance requirements.

Print this page

Previous Next