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.

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


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)

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


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


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: 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: training@pass-port.com