To ensure you meet important upcoming due dates, we’ve created a Q4 checklist to help you stay on track. Click the button below to access your UKG Pro^® Payment Services - Tax Filing checklist. Feel free to print it out and keep it handy as a reminder of upcoming deadlines.

Here’s a quick reminder of important quarter-end due dates:

December 27: Confirm prior quarter payrolls/adjustments have been processed by 12:00 p.m. ET. Any payrolls/adjustments processed after this date will require amended returns. For more information, read our Quarter-End Adjustment Processing article.

January 7: You’ll begin to receive your Quarter-to-Date Analysis Reports in your UKG Pro solution under Menu > Administration > Reporting > File Transfers. Review the report for accuracy and notify us of any needed revisions by creating a case in the UKG Community™. 

Remember, the report is only visible to users with the Tax Filing role type. If you need to secure permissions for yourself or an employee, contact your System Administrator to configure and update roles for your organization.

January 13: Tax return filings begin.

Note: Cash collection begins as early as January 13. All funds must be secured by January 17 for UKG to file or make payments.

For additional resources, visit our Quarter-End Resources Page in the UKG Community Library.

*If you're not logged into the UKG Community, you'll be asked to enter your credentials when accessing the link(s).