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Year End Reporting Resources
Note: The 2020 Year End update will be the final update for PBS v.12.04.
PBS Year End 2018 - Introduction and Part 1
(Note: State tax info has been updated and correct data is shown on screen)
PBS Year End for PBS Payroll 2018 - Part 2
PBS Payroll Year End 2018 Reporting - Part 3
PBS Year End 2018 Reporting - Part 4
PBS-Based Year End 2018 - Part 5
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
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 12.14.2017
Closing the Year in PBS - presented 01.23.2014
Year End-Related Topics:
A Guide to Month End Maintenance in PBS - presented 09.10.2014
Purging in PBS - presented 05.07.13
Click the icon on the lower right corner to enlarge video to full screen.
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.
PBS and CashPoint business forms are available from Trainor Printing & Promotions
Are we missing something on this page? Please let us know by sending us an email:
More 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
IRS Site links:
IRS Listing of State Government Sites
Passport's Section 179 Blog Post
Make 2021 a more secure year with Simple fraud reduction tips from John Miller, Passport's President.

