End of Year and New Year Information

End of Year and New Year Information

End of Year/New Year

Due Dates

  • The IRS has issued an extension to furnish 1095-C forms for reporting year 2018 to employees by March 4, 2019
  • For reporting year 2018, the due dates to file information returns 1094-C and 1095-C with the IRS have not been extended and are due as followed:
  • February 28, 2019 for paper filers
  • April 1, 2019 for electronic filers
  • Form W-2 must be furnished to employees by January 31, 2019
  • The due date for filing 2018 Forms W-2, W-2AS, W-2CM, W-2GU, W-2VI, W-3, and W-3SS with the SSA is January 31, 2019, whether you file using paper forms or electronically
  • Form 1099 and 1099-MISC must be furnished to workers by January 31, 2019
  • The due date for filing forms 1099 and 1099-MISC is January 31, 2019

Year End/New Year Program Releases

New programs for year end forms and filing as well as any published state and IRS tax changes will be available end of December to early January.  Any additional tax changes that are published early January will be available end of January to early February. Go to the bottom resource bar and click on Help – OPENRDA Press Releases for program release information and OPENRDA Product Announcements for more information regarding the program changes.

New Year Reminders

Please click this link to access the wikis with new year reminders.

Year End Balancing

Year End Balancing

Year-end featured image RDA

It’s hard to believe, but now is the time to start reviewing your payroll reports and setups to verify that everything is in place for year end.


We recommend that you run the following balancing reports from Reports > Payroll Tax Reports:

  • Check for Unupdated Deduction Pay Masters: Pinpoints Pay ID’s that have not gone through the Update Payroll History process, which would mean they’d be excluded from 941’s and W-2’s because they haven’t been updated to a Calendar Month or Year
  • Federal/State Earnings Comparison: Identifies employees whose Federal wages don’t equal their State wages, which would normally indicate a problem, unless they had a deduction that sheltered Federal, but not State wages
  • FICA/Medicare Earnings Comparison: Identifies employees whose FICA wages don’t equal their Medicare wages, either because they were exempt from FICA, met the annual FICA gross limit, or have an issue that needs to be addressed
  • FICA Earnings Calculation Report: Determines whether any employees’ FICA is outside the acceptable rounding difference of 6.2% of taxable earnings
  • Deduction Pay Masters/Calendar Comparison: Compares employees’ Deduction Pay Masters (which determine tax liability) to Deduction Calendar Summaries (which project 941 and W-2 taxable wage and tax amounts), and distinguishes differences that are valid (because they were the result of adjustments having been made in the Change Deduction Earnings and/or Amounts process), from discrepancies that require further investigation
  • 941 Tax Liability Report: Shows employees’ Federal, FICA and Medicare earnings, sheltered amounts and liabilities by Pay ID, month and quarter, as well as a total number of employees that has each deduction
  • Consolidated Tax Report: Details employees’ Federal, FICA, Medicare and State earnings, sheltered amounts and taxes for the selected quarter, and provides totals for the year
  • Note that the 941 Tax Liability Report and Consolidated Tax Report should match, unless any adjustments have been entered on the Change Payroll Deduction/Earnings Amounts screen, without the indication to Adjust Gross to the Pay Master .


We encourage you to refer to our online document that provides ranging recommendations and review tips to help you balance your tax deductions each payroll, month and quarter.


Please let us know if you have any questions as you prepare for year end. We look forward to helping make your year end experience a smooth one.


Enhancements have been made to this report to allow the user to exclude the QTD Withheld column on the 4th quarter report. A boolean has been added, Exclude QTD Withheld, that can be selected when 4th Quarter is selected as the Quarter Reported. Although this report is informational only and is not intended to be a substitute of the NYS-45 form, this change allows for more flexibility on the 4th quarter report.

Product Date: Friday, June 6, 2014


A process has been created to archive Net Zero Advice slips. Since there is not any number (check or direct deposit) associated with the advice slips, they are not accessed via the job pay master but as a personnel document (with a document type of ZERONET). Zero Net Advice Slips generate when deductions for an employee equal gross.

Product Date: Thursday, February 13, 2014


A report has been created to upload the archived Total Compensation Report from personnel documents (will have a document type of TOTAL COMP). Range on this Document Type as well as Last Notification Date. This process is located under the Total Compensation menu (from General Info Reports) and is only visible if the organization has ESS.

Product Date: Wednesday, February 5, 2014