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    FREE CHECKLIST

    Everything Year-End 2026 Asks of You, in One Checklist.

    Q4 Quarter-End and Year-End 2026 on ADP Workforce Now: The Independent Checklist. Sixteen pages from consultants who average more than 20 years of direct ADP experience. Which reports to pull, what to
    reconcile, and what changed this year. The first checks have to run before
    Thanksgiving. Free.
    Get the checklist
    Everything Year-End 2026 Asks of You, in One Checklist.
    16 pages
    plus a two-page printable checklist
    Feb 1, 2027
    the calendar runs from your final December payroll to the last deadline
    Every 2026 limit
    to test one employee at a time
    What changed
    for tax year 2026, in plain English

    What is inside

    Five things the checklist covers.

    The calendar

    From your final December payroll through February 1, 2027, with the Workforce Now report that proves each step.

    What is new for tax year 2026

    W-2 codes TP, TT and TA, the split Box 14a/14b, the $2,000 1099 threshold, and the Roth catch-up rule that becomes mandatory January 1.

    The Q4 941 tie-out

    Line by line, and every 2026 statutory limit to test one employee at a time.

    The jurisdiction check

    Three questions per jurisdiction (Liability, Filed, Deposited) that catch the remote-worker state nobody registered.

    The printable checklist

    Two pages, organized by week from mid-October to February 1.

    Look inside

    Five of the sixteen pages, open, before you fill in anything.

    Read these five pages in full before you decide. The form gets you all sixteen and the two-page printable checklist.

    IGNITE HCM ADVISORY 02 / 16
    Dec 2026 – Feb 2027

    PAGE 2

    The calendar: final December payroll to February 1, 2027

    REGULATORY UPDATE 05 / 16
    W-2 & Roth Catch-Up

    PAGE 5

    What is new for tax year 2026

    AUDIT RECONCILIATION 08 / 16
    Form 941 Schedule

    PAGE 8

    The Q4 941 tie-out, line by line

    MULTI-STATE NEXUS 10 / 16
    Remote Jurisdiction

    PAGE 10

    Liability, Filed, Deposited: the jurisdiction check

    ACTION ROSTER 14 / 16
    Mid-Oct – Feb 1

    PAGE 14

    The printable checklist, week by week

    Get the checklist

    Short form. The checklist downloads right away.

    Three fields, then the PDF. Tick a box below only if you want help with something.

    Want a hand with any of these? We call within a business day. (optional)

    Ignite HCM is an independent HCM consulting firm in the Washington, DC metro area, serving clients nationwide. ADP and the ADP logo are registered trademarks of ADP, Inc. This guide is general information, not tax or legal advice.

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    Here is your checklist.

    Start with the two printable pages at the back and work forward when a box gives you trouble. If you asked for help with something, a member of the Ignite HCM team will call within a business day.

    Download the PDF
    Here is your checklist.

    Two numbers the guide is waiting on: SSA announces the 2027 Social Security wage base in October and the IRS publishes the 2027 retirement limits in November. Subscribe to our updates and you get both the day they land, plus the how-to articles from our blog and newsletter.

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    FAQ

    Yes. Fill in the short form and the PDF downloads right away. No call required.

    Ignite HCM consultants who have run quarter-end and year-end for clients for years. Most of our clients are on ADP Workforce Now, which is why the guide uses its report names; the checks themselves apply anywhere.

    Only if you tick a box asking for help; then a member of the Ignite HCM team calls within a business day. Otherwise you get the checklist and nothing else, unless you subscribe to our updates.

    No. The checklist is what to check. The review is us checking it: sixteen checkpoints across every employee, with a written report of what we found and who fixes it.

    The calendar, the 941 tie-out, the 2026 limits and the jurisdiction check apply to any payroll platform. The report names and screen paths are Workforce Now.

    Want the review, not just the checklist?

    Our Quarter-End Payroll Review runs the checkpoints for you and reports what it finds. Request a Consultation.

    Request a Consultation
    Professional editorial photograph of a seasoned payroll consultant reviewing printed payroll reports and compliance documents with a corporate client in a bright, modern sunlit executive office. Natural engaged co

    Ignite HCM is an independent HCM consulting firm in the Washington, DC metro area, serving clients nationwide. ADP and the ADP logo are registered trademarks of ADP, Inc. This guide is general information, not tax or legal advice.