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Year End Reporting Resources
Note: The 2020 Year End update issued for PBS v.12.04 will be the final update for
this version.
Note: Support for Year-end Dot Matrix Printing Ending
In 2021, Passport will no longer support printing to a dot matrix pin fed printer for
year-end 1099 and W-2 forms. As best as we can, we will support dot matrix printing
this year-end. If you have been using dot matrix forms, we suggest that you switch to
laser forms and use a laser printer with PCL5 support.
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New Video: 2020 Year End Tips and Topics 1:48:30
Presented on January 19, 2020, by Peter Dalziel, Passport's VP of Customer Care,
this webinar focuses on reviewing and updating the various Federal control values and
tax tables, including current values for the Federal tables, a review of entering/updating
tax tables, as well as a review of the changes involved with the 2020 & 2021 W4 forms
and their effect on the determination of Federal Withholding. 2021 Tax Table Outline
PBS Year End 2018 - Introduction and Part 1 6:58
(Note: State tax info has been updated and correct data is shown on screen)
PBS Year End for PBS Payroll 2018 - Part 2 12:56
PBS Payroll Year End 2018 Reporting - Part 3 14:03
PBS Year End 2018 Reporting - Part 4 16:08
PBS-Based Year End 2018 - Part 5 8:31
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Sample 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.)
Entering Tax Tables by Peter Dalziel, VP Customer Care
Tax Implications of COVID-19 by Jim Turner, Dir of Training
Month End Maintenance Schedule (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
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Part II β Year end closing topics. 37:00 mins
https://www.screencast.com/t/RCWLHbKU7QPj
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Passport Software ACA Compliance Management Software - Year End Reporting Review
presented 12.14.2017
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Closing the Year in PBS - presented 01.23.2014
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Year End-Related Topics: Guide to Month End Maintenance in PBS - presented 09.10.2014
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Purging in PBS - presented 05.07.13
Click the icon on the lower right corner to enlarge video to full screen.
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Creating Test Companies and Archival Companies and Why - presented 01.25.2011
Click the icon on the lower right corner to enlarge video to full screen.
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PBS and CashPoint business forms are available from Trainor Printing & Promotions
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Are we missing something on this page? Please let us know by sending us an email:
Quick Links:
IRS Publication 15-T Federal Income Tax Withholding Methods for use in 2021 (PDF)
Circular E Employer's Tax Guide - for use in 2020
Circular E Employer's Tax Guide - for use in 2019
(Excluding Forms 1094/1095)
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IRS Listing of State Government Sites
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Passport's Section 179 Blog Post
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Make 2021 a more secure year with Simple fraud reduction tips from John Miller, Passport's President.
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