Year End Reporting Resources

PBS Year End 2018 Video Training - Introduction and Part 1

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(Note: State tax info has been updated and correct data is shown on screen)

PBS Year End 2018 - Part 2 

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PBS Year End 2018 - Part 3 

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Guidelines and Schedules:

(Note: These are intended as examples, not formal procedural documents.
Please consult your own internal policies to design the appropriate actions
for your company.)

Month End Maintenance Schedule  (pdf)

Purging Schedule Guide  (pdf)

 

General Year End Webinars:

Wrapping up the Year in PBS and CashPoint - presented 12.19.17

Re-edited into 2 parts:

Part l - Software changes related to year end. 22:25 mins

https://www.screencast.com/t/OopuE120H

Part II – Year end closing topics. 37:00 mins

https://www.screencast.com/t/RCWLHbKU7QPj

Passport Software ACA Compliance Management Software - Year End Reporting Review  

presented 12.14.17

Closing the Year in PBS - presented 01.23.14

Year End-Related Topics:

A Guide to Month End Maintenance in PBS - presented 09.10.14

Purging in PBS - presented 05.07.13

Creating Test Companies and Archival Companies and Why - presented 01.25.10

PBS and CashPoint business forms are available from Trainor Printing & Promotions

Did we leave something out? Please send us an email: training@pass-port.com 

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