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Year End Reporting Resources

The 2023 Year End update will be available for PBS v.12.06, v.12.07 and v.12.08.


Note: The IRS has mandated that all employers with an aggregate of ten forms

covering W2s, 1099s, 1094 and 1095s must file electronically and are no longer

allowed to submit paper returns during 2024.

The new threshold is effective for information returns required to be filed in calendar

years beginning with 2024. The new rules also apply to tax year 2023 Forms W-2

because they are required to be filed by January 31, 2024.

For more info: Business Services Online (


Don't forget to visit PBS Tips and Tricks for additional year end articles. 

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 (article) by Peter Dalziel, VP Customer Care

Tax Implications of COVID-19 (article) by Jim Turner, Dir of Training

Month End Maintenance Schedule  (pdf)

Purging Schedule Guide  (pdf)


General Year End Webinars:


Video: 2020 Year End Tips and Topics 1:48:30


Presented on January 19, 2021, by Peter Dalziel, Passport's VP of Customer Care,

this webinar focuses on reviewing and updating the various Federal control values
tax tables, including current values for the Federal tables, a review of entering/
tax tables, as well as a review of the changes involved with the 2020 and
2021 W4 forms 
and their effect on the determination of Federal Withholding.
2021 Tax Table Outline


PBS Year End 2018Introduction and Part 1 6:58

(Note: State tax webinar info has been updated. 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


Wrapping up the Year in PBS and CashPoint 
presented 12.19.17  and e
dited into 2 parts:

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

Part II – Year end closing topics (37:00 mins)

ACA Year End Webinars:


New! ACA Filing Tips for 2022 7 Mins

Simplify and Demystify ACA (7 mins)


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.

Note: Support for Year-end Dot Matrix Printing has ended. 

Are we missing something on this page? Please let us know. Email: Thank you.

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