By Dec 1st remind all employees to file an amended W4 if their filing status has changed.
You can send this via electronic communication or hard copy memo – however, all employees must have access if sent electronically
Review year end check dates – do you need to change them due to holidays or bank closings?
Check with your payroll provider and your bank
Create/request a list of outstanding payroll checks for reconciliation and check the escheat laws for the states you operate […]
This content is for CoAction Insurance policy holders.
To request portal access, send an email to losscontrol@coactionspecialty.com with “Coaction LC Portal” in the subject line and include your policy number in the email body.
