The light at the end of the tunnel is near! It’s almost—almost—time to close out the year. Before setting your out-of-office replies and closing the books on 2023, don’t forget about year-end processing and reporting. Whether you’re new to Vista or an old pro, PDS is here to guide you through year-end season.
U.S. Compliance Deadlines
The IRS deadlines for W-2s and ACA reporting are as follows:
- January 31, 2024: IRS deadline to send W-2s to employees
- March 1, 2024: IRS deadline to send 1095-Cs to employees
- April 1, 2024: IRS deadline to transmit ACA 1094-C/1095-C information
ACA & W-2 Services with PDS
Customers who are taking advantage of the PDS printing and filing services for ACA compliance and W-2s should note the following key dates:
- January 17, 2024: Deadline to transmit W-2 print file to PDS
- February 19, 2024: Deadline to transmit 1095-C print file to PDS
- March 18, 2024: Deadline to transmit 1094-C/1095-C transmission files to PDS
Resources for U.S. Customers
Customers should log in to the PDS Support Center and navigate to the Year End page (in the Update Center under Compliance). Detailed processing guides are provided for both Vista Legacy and Next-Gen Payroll. Videos (and downloadable presentations) are available for the 2023 tax year. On December 14, we held a live Q&A webinar. A link to the recording of this webinar is also provided on the Year End page.
Canadian Compliance Deadlines
- February 29, 2024: Deadline to file for T4s and T4As with the CRA. Slips must be provided to employees no later than this date.
- February 29, 2024: Deadline to file RL-1s with Revenu Québec. RL-1 slips must be distributed to employees and beneficiaries by this date.
Resources for Canadian Customers
The Year-End page of the PDS Support Center includes a Canadian section. Detailed processing guides are provided for both Vista Legacy and Next-Gen Payroll. We are currently working on presentations for the 2023 videos, which will be published in the coming weeks. Customers who have further questions should save the date for our upcoming Q&A session on January 18. We will email you with more information and a registration link.