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)

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:

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

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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 

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