Payroll annual closing

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Payroll annual closing

 

At the end of each payroll year:

👉 a Payroll Year-End Closing must be performed.

This process prepares the Payroll system for:

the new payroll year

new employee totals

fresh payroll accumulation records

year-end reporting separation

The closing process automatically:

archives payroll history

transfers records to historical files

clears current-year payroll totals

for the upcoming year.


Purpose of Payroll Closing

Throughout the year, MLS 2026 continuously tracks:

employee earnings

taxes withheld

deductions

payroll totals

vacation and sick pay information

At year-end:

👉 these totals must be finalized and archived.

The Payroll Closing process creates:

historical payroll records

year-end archives

clean beginning totals for the next year

while preserving prior-year information for:

audits

W-2 reporting

payroll history review

tax reference


Starting the Payroll Closing

To begin the payroll year-end process:

👉 select:

Tools

Closing

from the Payroll menu.


Confirmation Prompt

Because Payroll Closing is a major accounting operation:

👉 the system first asks for confirmation

before continuing.

This safety step helps prevent:

accidental payroll closing

premature year-end processing

loss of active totals

⚠️ Be certain all payroll work for the year is complete before proceeding.


Selecting the Year

After confirmation:

👉 the system asks for the payroll year to be closed.

Verify the correct year carefully before continuing.

Once accepted:

the closing process begins automatically.


What The System Does

During Payroll Closing, MLS 2026 will:

1.Move employee payroll records to history files

2.Archive year-end totals

3.Clear current payroll accumulation totals

4.Prepare payroll files for the new year

5.Preserve historical records for future reporting

This process is handled automatically by the system.


Important Year-End Recommendations

Before performing Payroll Closing:

Verify all payrolls for the year are complete

Confirm all payroll taxes are processed

Print final payroll reports

Verify W-2 information carefully

Reconcile payroll totals to accounting

Perform system backups

⚠️ Once the closing process is completed, current-year totals are reset for the new payroll year.


Recommended Backup Procedure

Before performing ANY year-end closing:

👉 create a complete backup of your payroll data.

This provides protection in the event:

adjustments are later required

reports need reprinting

errors are discovered

historical restoration becomes necessary

A verified backup is strongly recommended.


Why Payroll Closing Matters

Payroll history is one of the most critical accounting records maintained by any business.

Proper year-end closing helps ensure:

accurate W-2 reporting

organized payroll archives

clean payroll totals

simplified reporting

long-term audit support

Skipping or improperly performing year-end payroll procedures can create:

payroll reporting problems

tax filing issues

inaccurate employee history

accounting discrepancies


Recommended Companion Sections

This section works closely with:

Payroll Overview

Payroll Processing

Payroll Reports

Payroll Tax Setup

Payroll Troubleshooting

Year-End Accounting Procedures

Together, these sections provide a complete payroll processing and year-end management workflow within MLS 2026.