Payroll Year-End Preparation 2026

The 2026 year-end payroll cycle brings important reporting considerations for employers and payroll professionals, particularly as new provisions under the One Big Beautiful Bill Act (OBBBA) begin affecting year-end information reporting.

The OBBBA introduced significant tax changes, including provisions affecting qualified tips and qualified overtime compensation. For payroll departments, these changes create new tracking, reconciliation, and reporting considerations for the 2026 Form W-2.

This webinar provides a practical guide to preparing for 2026 year-end W-2 processing. Participants will review key OBBBA-related reporting requirements, Form W-2 reporting on a box-by-box basis, year-end payroll and Form 941 reconciliation, state-specific requirements, deadlines and penalties, and best practices for identifying and correcting errors before W-2s are issued and filed.

Key Areas:

· Preparing for 2026 year-end payroll and W-2 processing

· Key OBBBA provisions affecting 2026 W-2 reporting

· New reporting requirements for qualified tips

· New reporting requirements for qualified overtime compensation

· Understanding the distinction between qualified overtime and total overtime wages

· Reviewing the 2026 Form W-2 box-by-box and understanding what belongs in each box

· Important W-2 reporting changes and the latest IRS guidance

· Reviewing the Form W-4 and key considerations for 2026 payroll processing

· Year-end payroll preparation and closing procedures

· Reconciling payroll records with Forms 941 before W-2 preparation

· Identifying and resolving payroll data discrepancies before year-end

· Federal W-2 filing requirements, deadlines, and applicable penalties

· State-specific W-2 reporting requirements and special considerations

· Handling corrections and understanding when Form W-2c may be required

· Payroll system and data-tracking considerations for tips and overtime

· Year-end W-2 processing best practices and compliance checklist

· Common W-2 reporting mistakes and how to avoid them

Why You Should Attend:

Prepare now for the 2026 W-2 reporting cycle and understand how OBBBA changes will affect payroll reporting. This webinar will help participants identify critical year-end issues early, properly report qualified tips and overtime, reconcile payroll and Form 941 information, and avoid common federal and state W-2 errors, penalties, and last-minute corrections.

Designed for both experienced and newer payroll professionals, this session focuses on what should be reviewed and addressed now to help ensure a smooth and accurate year-end process.

Who Should Attend:

· Payroll Professionals and Payroll Managers

· Payroll Administrators and Specialists

· CPAs and Accountants

· Tax Professionals and Tax Preparers

· HR and Human Resources Professionals

· Controllers and Finance Managers

· Bookkeepers

· Business Owners and Employers

· Payroll Service Providers and Consultants

· Professionals responsible for payroll, W-2 preparation, and year-end compliance

Instructor

Dayna Reum

Payroll Expert

Dayna is currently the Director of Payroll Operations at Ann & Robert Lurie Children’s Hospital of Chicago. Dayna has been heavily involved in the payroll field over 17 years. Starting as a payroll clerk at a small Tucson company, Dayna moved on to be a Payroll Team Leader at Honeywell Inc. During Dayna’s time at Honeywell she obtained her FPC (Fundamental Payroll Certification) through the American Payroll Association. She also received several merit awards for Customer Service and Acquisitions and Divestitures. Dayna is no stranger to teaching she has taught at the Metro Phoenix American Payroll Association meetings and at the Arizona State Payroll Conference. Topics including Payroll Basics, Global/Cultural Awareness, Immigration Basics for the Payroll Professional, Multi-State and Local Taxation and Quality Control for Payroll, International and Canadian payroll. Dayna has her CPP (Certified Payroll Professional) through the APA. She also serves on the National American Payroll Association on the National Strategic Leadership Task Force, Government Affairs Task Force (PA Local tax subcommittee). Dayna has received a Citation of Merit for her service along with being a Gold Pin member of the APA. Besides her payroll accomplishments Dayna is certified in HR hiring and firing practices and is a Six-Sigma Greenbelt.

Credits

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Recorded webinars or On-Demand are self-paced audio-visual training program that you can watch at your own pace to earn Continuing Education Units (if applicable). Online, recorded training courses are accessible whenever you choose, for an unlimited number of times. Additionally, you have three months from the purchase date to watch as many times as you like. After a live training or webinar has started, you will receive the instructions and link to access the recorded training course. If it has already been recorded, you can access it right away.

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Payroll Year-End Reconciliation 2026: Forms 941, W-2, Taxable Wages & Common Errors

Course Type	HR & Payroll
Date & Time	Oct 27th 2026 01:00 PM ET
Duration	60 Minutes
Instructior	Dayna Reum

Purchase Options

Live
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker.

$ 195
Recorded
Recorded session is a recorded format of live webinar which you can access anytime at your convenience without any time limit.

$ 205
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E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 205
Live + Recorded
In live and recorded session you can access your live webinar and also access your recorded part of the webinar for your reference.

$ 215
Live + Recorded
+ E-transcript
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker. Recorded session is a recorded format of live webinar which you can access anytime at per your convenience without any time limit. E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 225
Recorded + E-transcript
Recorded session is a recorded format of live webinar which you can access anytime at your convenience without any time limit. E-transcripts is a text version of a live webinar which you will get in pdf format.

$ 215
Live + E-transcript
Live session is a live webinar which you access through your computer and headphones and you can ask your questions directly to our speaker.

$ 215
Recorded with Copyright
E-transcripts is a text version of a live webinar which you will get in pdf format. Copyright is a recorded session which you can share with your colleagues.

$ 225

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