Year End Aids

Request additional information or make a reservation by completing our contact form, e-mailing us, or calling us at 707.837.8634!

Specific Software Links:

• Dynamics GP (Great Plains) Year End Close
  • 2023 Blog Series
  • 2022 Blog Series
  • 2021 Blog Series
  • 2020 Blog Series
  • 2019 Blog Series
  • 2018 Blog Series
  • 2017 Blog Series
  • 2016 Blog Series
  • 2015 Blog Series
  • 2014 Blog Series
• Dynamics SL Close Documents
  • Dynamics SL (Solomon) General Ledger Year End Close
  • Dynamics SL (Solomon) Accounts Receivable Year End Close
  • Dynamics SL (Solomon) Accounts Payable Year End Close
  • Dynamics SL (Solomon) Accounts Payable 1099 Year End Close
• QuickBooks/QuickBooks Enterprise Year End Resource Center
• QuickBooks Online Year End Resource Center

Year End Links:

• Closing Check Lists:
  Fiscal Year End Close
  Calendar Year End Close

• W2s and 1099s:
  Filing more than 10 returns?  E-filing now required.
  Read more on the IRS web-site:  E-file Forms 1099 with IRIS | Internal Revenue Service (irs.gov)
  While the government dictates the layout of the forms, software providers only update currently supported versions.  Follow the links below to determine which software versions are supported:
  Microsoft Dynamics GP
  Microsoft Dynamics SL
  To purchase Microsoft Business Solutions forms online, click here and continue to the Deluxe site.
  Intuit QuickBooks
  To purchase QuickBooks forms online, click here.

Government Tax Sites:

• Payroll:
  California Payroll Tax (CA UI Lookup now requires EDD login)
  Federal Payroll Tax
• California Sales and Use Tax:
  California Sales and Use Tax Information
  California City/County Sales and Use Tax Rates
• Independent Contractor Reporting:
  Federal Independent Contractor Status
  California Independent Contractor Reporting