Clarity Year-End - 2023

Clarity Year-End - 2023

It is that time of the year again to perform our year-end procedures. We have accumulated several documents and resources to assist you in your year-end processing. Please utilize the resources listed below to assist in stepping through the procedures needed to close out your year-end in Accounts Payable, General Ledger, and Payroll.

ACCOUNTS PAYABLE

Below are the resources for the Accounts Payable module.  The Accounts Payable Year-End Guide provides steps to change from Cash to Accrual at the end of your fiscal year and steps to print 1099's at the end of the calendar year.

Documents

Steps Checklist

The checklist has not changed from prior years.  If you have downloaded the checklist previously, you should be able to simply utilize the year end checklist already in your Clarity checklist drop-down.

To download a checklist, right-click on the links below and select Save link as or something similar.  Then, save the checklist to a location on your computer or network.  Once you have done that, skip to step 4 at the bottom of this page under Instruction on Downloading and Importing the Steps Checklists and follow the remaining steps.

Utilities

Forms

Videos

Accounts Payable Year-End Webinar (Recorded November 28, 2023)

GENERAL LEDGER                                               

Below are the resources for the General Ledger module.  

Documents

Steps Checklist

The checklist has not changed from prior years.  If you have downloaded the checklist previously, you should be able to simply utilize the year end checklist already in your Clarity checklist drop-down.

To download a checklist, right-click on the links below and select Save link as or something similar.  Then, save the checklist to a location on your computer or network.  Once you have done that, skip to step 4 at the bottom of this page under Instruction on Downloading and Importing the Steps Checklists and follow the remaining steps.

Videos

General Ledger Year-End Webinar (Coming Soon! Webinar on January 10, 2024.  Click here to register.)

PAYROLL

Below are the resources for the Payroll module.  We recommend that steps 1-12 found on pages 5-26 of the Payroll Year-End Guide be completed before your first payroll of 2023.  However, the most important things to complete are any changes to rates such as federal and state withholding, retirement, and health insurance as required prior to the first payroll (see the Payroll Tax Rate Changes document).  DO NOT change the maximum wage amounts for social security before W-2's are calculated.

Documents

Steps Checklist

The checklist has not changed from prior years.  If you have downloaded the checklist previously, you should be able to simply utilize the year end checklist already in your Clarity checklist drop-down.

To download a checklist, right-click on the links below and select Save link as or something similar.  Then, save the checklist to a location on your computer or network.  Once you have done that, skip to step 4 at the bottom of this page under Instruction on Downloading and Importing the Steps Checklists and follow the remaining steps.

Utilities

Videos

Payroll Year-End Webinar (Recorded December 6, 2023)

W-2 Form Changes

IMPORTANT: If you ordered blank 4-up W-2 stock

If you chose to utilize the blank 4-up W-2 form, a change is needed on the form before you print your W-2's. We need to change the year from 2021 to 2022. Follow these steps to make that change:

  1. In Clarity, go to Payroll.
  2. Click on W-2 and 1099 Reporting.
  3. Click on Forms.
  4. Select Form W-2 and click Accept.
  5. Select the W-2 4-Up Form [Caselle Master] or the W-2 4-Up Form with Instructions [Caselle Master] depending upon which type of form you ordered.
  6. Click Open.
  7. There are four (4) instances of 2021 that appear. We need to change each to 2022.  Right-click on the first instance of 2021 that you see.
  8. Click on Settings.
  9. Change 2021 to 2022.
  10. Click Accept.
  11. Repeat steps 7-10 for the other three (3) instances.
  12. Click the blue Save button on the toolbar.
  13. Type in a name for the new form (e.g. W-2 4-Up Form).
  14. Click Save.

INSTRUCTION ON DOWNLOADING AND IMPORTING THE STEPS CHECKLISTS

There are electronic steps checklists available for you to import into Connect to help you through the year-end procedures. To import a checklist, follow these steps:

  1. Right-click on the appropriate steps checklist (i.e. General Ledger, Accounts Payable, or Payroll).
  2. Select Save link as or something similar.
  3. Save the file to a location on your computer or network.
  4. If the Download complete screen appears, click Close.
  5. Open the Connect program.
  6. Move your mouse's arrow to the Checklist on the right side of the screen so that it slides out.
  7. Click the Manage Checklists button (clipboard with a checkmark).
  8. Click the Import a Checklist button (yellow folder with an arrow going into the folder).
  9. Navigate to the file saved in step 3 above. Click Open.
  10. Click on the new checklist that was imported on the left of the screen. You may have to scroll to the bottom.*Note: If there was a year-end checklist that was imported in years past, the new checklist may be named with a number after it (e.g. Payroll Year-end 1)
  11. Click the Add the selected checklist to my view list button (lines on a white paper with a green plus).
  12. Click OK.

The checklist should now be listed in the drop-down.




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