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Year End Reporting Resources
PBS Year End 2018 Video Training - Introduction and Part 1
Click the icon on the lower right corner to enlarge video to full screen.
(Note: State tax info has been updated and correct data is shown on screen)
PBS Year End 2018 - Part 2
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PBS Year End 2018 - Part 3
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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.)
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 12.14.17
Closing the Year in PBS - presented 01.23.14
Year End-Related Topics:
A Guide to Month End Maintenance in PBS - presented 09.10.14
Purging in PBS - presented 05.07.13
Creating Test Companies and Archival Companies and Why - presented 01.25.10
PBS and CashPoint business forms are available from Trainor Printing & Promotions
Did we leave something out? Please send us an email:
More Links:
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