--- title: "Year-End Best Practices Guide: Actionable Checklist | Thread" description: Taming year-end chaos so you can get back to your eggnog ... Because nothing feels as good as 'check!' Learn more about efficient HR teams today. Cheers! image: https://blog.threadhcm.com/hubfs/Imported_Blog_Media/checklist-header-1024x416.jpg --- - - - - [Solutions](https://threadhcm.com/solutions/) - [Applicant Tracking](https://threadhcm.com/applicant-tracking/) - [Human Resources](https://threadhcm.com/human-resources/) - [Payroll](https://threadhcm.com/payroll/) - [Time](https://threadhcm.com/time/) - [Benefits Enrollment](https://threadhcm.com/benefits/) - [ACA Compliance](https://threadhcm.com/aca-compliance/) - [Employee Experience](https://threadhcm.com/employee-experience/) - [Learning Management](https://threadhcm.com/learning-management-system/) - [HR Consulting](https://threadhcm.com/hr-consulting/) - Resources - [Daily Thread Blog](https://blog.threadhcm.com/) - [Free Webinars](https://threadhcm.com/webinars/) - [isolved Releases](https://blog.threadhcm.com/tag/isolved-releases) - [HR eAlerts](https://blog.threadhcm.com/tag/hr-ealerts) - [Infographics](https://blog.threadhcm.com/tag/infographics) - [Press Releases](https://blog.threadhcm.com/tag/press-release) - [![Thread HCM](https://blog.threadhcm.com/hs-fs/hubfs/Thread_February2020%20Theme/Images/thread-logo-green.png?width=100&height=100&name=thread-logo-green.png "Thread HCM")](https://threadhcm.com) - [Your Happiness](https://threadhcm.com/measuring-your-happiness/) - About - [Our Story](https://threadhcm.com/our-story/) - [Our Culture](https://threadhcm.com/our-culture/) - [Our Team](https://threadhcm.com/team/) - [Associations & More](https://threadhcm.com/associations/) - Contact - [Get In Touch](https://threadhcm.com/contact/) - [Careers at Thread](https://threadhcm.com/careers/) - [Broker or advisor?](https://threadhcm.com/partners/) - [Client Referrals](https://offers.threadhcm.com/refer-a-friend) - [Thread Office Closures](https://offers.threadhcm.com/thread-closures) - [![Demo](https://no-cache.hubspot.com/cta/default/2515809/a2b12e0e-ed5a-400b-912c-d234fd8519d8.png)](https://cta-redirect.hubspot.com/cta/redirect/2515809/a2b12e0e-ed5a-400b-912c-d234fd8519d8) - *search* *Press enter to begin your search* [![Thread HCM](https://blog.threadhcm.com/hs-fs/hubfs/Thread_February2020%20Theme/Images/thread-logo-green.png?width=250&height=250&name=thread-logo-green.png "Thread HCM")](https://threadhcm.com/) - Solutions - [Applicant Tracking](https://threadhcm.com/applicant-tracking/) - [Human Resources](https://threadhcm.com/human-resources/) - [Payroll](https://threadhcm.com/payroll/) - [Time](https://threadhcm.com/time/) - [Benefits Enrollment](https://threadhcm.com/benefits/) - [ACA Compliance](https://threadhcm.com/aca-compliance/) - [Learn + Learn Pro LMS](https://threadhcm.com/learning-management-system/) - [Consulting](https://threadhcm.com/hr-consulting/) - About - [Our Story](https://threadhcm.com/our-story/) - [Our Culture](https://threadhcm.com/our-culture/) - [Our Team](https://threadhcm.com/team/) - Resources - [Daily Thread Blog](https://blog.threadhcm.com/) - [Infographics](https://blog.threadhcm.com/tag/infographics) - [Press Releases](https://blog.threadhcm.com/tag/press-release) - [iSolved Releases](https://blog.threadhcm.com/tag/isolved-releases) - [Webinars – Live & On Demand](https://threadhcm.com/webinars/) - Contact - [Get In Touch](https://threadhcm.com/contact/) - [Careers at Thread](https://threadhcm.com/careers/) - [Broker or advisor?](https://threadhcm.com/partners/) - [Client Referrals](https://offers.threadhcm.com/refer-a-friend) - [Thread Office Closures](https://offers.threadhcm.com/thread-closures) - [Demo](https://threadhcm.com/demo/) - - - [Human Resources](https://blog.threadhcm.com/tag/human-resources) # Year-End Best Practices Guide: Actionable Checklist By [Thread HCM](https://blog.threadhcm.com/author/thread-hcm) November 4, 2024 Are you a Thread Client? Have you taken the year-end survey yet? Please complete this survey ASAP to ensure your payroll needs are prepped for year-end! [![\

\TAKE THE SURVEY\\](https://no-cache.hubspot.com/cta/default/2515809/interactive-198684905888.png)](https://blog.threadhcm.com/hs/cta/wi/redirect?encryptedPayload=AVxigLIybomLdZN5BnxLOkpguTD0fuvMOZBVb%2FoTldL3OK5MWvp3g1CYXhoJb8OwgVzl%2FVdcq0eIsjESwRcGx%2FUrYRq6U9jokJRJxamDYM0cXNxdhS8vwOponTdZNLWRsvrrzWYNjGhAG5JQqYWho%2BGVfvo8HGkuLcVl%2FS%2B2R%2FUpog%2F%2FwuVVmqNVuaOGBMEr25mFt4eE8Wn3f5eQZOhkEImRdo6I1GbC12ZD&webInteractiveContentId=198684905888&portalId=2515809) --- ## Year-End Best Practices Guide to Help Tame the Chaos Get our [full guide to year-end as a Thread client here](https://blog.threadhcm.com/hubfs/Year-End-Best-Practices-Guide%20-%20Final.pdf), plus check out additional resources below! *We will continue updating this page with resources to help you successfully weave together year-end processes. Bookmark this page to stay up-to-date.* --- ### Things to Check Off Your Year-End List Because nothing feels as good as a  We like to feel accomplished, but sometimes a task like, "close payroll for the year" seems to have so many places where hiccups can occur (not just from the eggnog!) The following resources are tools to help you close your year-end without much ado: [Our Year-End Webinars for HR & Payroll - Watch On-Demand!](https://threadhcm.com/webinars/) [Three-Step Guide to a Successful Year-End](https://threadhcm.com/wp-content/uploads/2023/10/3-Steps-for-a-Successful-Year-End.pdf) [Thread YE Payroll Checklist](https://threadhcm.com/wp-content/uploads/2023/10/Payroll-To-Do-Sheet.pdf) [HR, Payroll & Benefits YE Checklist](https://threadhcm.com/wp-content/uploads/2023/10/Year-End-Checklist.pdf) [A pre-written email to copy and paste to your employees](https://threadhcm.com/wp-content/uploads/2023/10/Year-End-Email-To-Your-Employees.pdf) ### COPY & PASTE CONTENTS BELOW AND SEND TO YOUR STAFF *It's year-end, and as we're closing the books, it's important to make sure everything is in order. Please review your paystubs and check for accuracy in the following areas:* - **Name Spelling:** name changes due to marriage or divorce, etc. all need to be verified to match prior-year tax returns or you should have supporting documentation otherwise. - **Mailing address:** Especially if you have recently moved or are moving within the first six weeks of the year, please make sure to update your address ASAP. - **Social Security Number:** Login to your account or verify with HR - if your SSN is off by even one number there could be penalties! - **Taxable state:** Please make sure that state taxes are being taken out for the state in which you live, and not necessarily the location of your workplace. If you see an error here, please alert HR. - **Exemptions:** Verify the number of exemptions being withheld from your taxable rate. If you are taking too many exemptions you may owe taxes. With only a few paychecks left in the year, we can't quite reverse the damage, but we can help if you need that status changed. *Thank you so much for your cooperation!*   Need some extra help with HR? Is your company ready to tackle the new changes? Do you have enough knowledge and hours on your team? If you need some help, check out our **[HR Consulting services!](https://threadhcm.com/hr-consulting/managed-services/)** #### **THE DAILY THREAD** The best tips on running a business delivered to your inbox.   ### Most Popular [![Creative Workplace Perks That Boost Engagement](https://blog.threadhcm.com/hs-fs/hubfs/party.webp?width=300&name=party.webp) Creative Workplace Perks That Boost Engagement May 5, 2025](https://blog.threadhcm.com/workplace-perks) [![A Heavyweight in Benefits](https://blog.threadhcm.com/hs-fs/hubfs/Employee%20Engagement/Female%20doctor%20hand%20holding%20syringe%20with%20blue%20background%20and%20charts.jpeg?width=300&name=Female%20doctor%20hand%20holding%20syringe%20with%20blue%20background%20and%20charts.jpeg) A Heavyweight in Benefits March 20, 2025](https://blog.threadhcm.com/weight-loss-drugs) [![Mental health challenges in the workplace](https://blog.threadhcm.com/hs-fs/hubfs/Imported_Blog_Media/landscape-mental-health.jpg?width=300&name=landscape-mental-health.jpg) Mental health challenges in the workplace November 29, 2024](https://blog.threadhcm.com/mental-health-in-the-workplace) ### Most Recent [![](https://blog.threadhcm.com/hs-fs/hubfs/coworkers%20at%20laptop.webp?width=100&height=100&name=coworkers%20at%20laptop.webp) How to Write an Effective Job Description August 27, 2026](https://blog.threadhcm.com/how-to-write-job-description) [![](https://blog.threadhcm.com/hs-fs/hubfs/working-hard-at-laptop.webp?width=100&height=100&name=working-hard-at-laptop.webp) Payroll Liabilities: An Employer’s Guide August 25, 2026](https://blog.threadhcm.com/payroll-liabilities) [![](https://blog.threadhcm.com/hs-fs/hubfs/working-at-desk.webp?width=100&height=100&name=working-at-desk.webp) How to Hire Employees as a Business Owner August 24, 2026](https://blog.threadhcm.com/how-to-hire-employees) [![](https://blog.threadhcm.com/hs-fs/hubfs/wage%20garnishment.webp?width=100&height=100&name=wage%20garnishment.webp) Overview: An Employer’s Guide to Wage Garnishment July 29, 2026](https://blog.threadhcm.com/wage-garnishment) [![](https://blog.threadhcm.com/hs-fs/hubfs/offers.threadhcm.comtime-demo.jpg?width=100&height=100&name=offers.threadhcm.comtime-demo.jpg) Georgia Paid Time Off Laws (PTO) in 2026: A Guide June 22, 2026](https://blog.threadhcm.com/georgia-pto-laws) - ### Previous Post eAlert! 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