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Welcome to the ACS Year-end Guide. At ACS Technologies, we want year-end to be as convenient as possible for you. This manual contains tips and step-by-step guidelines to help you complete year-end procedures quickly and efficiently.


We've grouped information about each module into tips and procedures for different situations. This year’s guide also contains more step-by-step procedures to help you perform those tasks that you only do occasionally. You can read the entire year-end guide, or you can use it as a reference tool to find only the information you need.


Before you start year-end procedures, we suggest reading [Preparing for Year-End


Year-end procedures, or "closing the books", means advancing the default year to the current year, printing special forms such as 1099 and W-2 and Contributions statements, and possibly more, depending on decisions made in your office.

For some modules, such as Accounts Receivable, you only need to close the month. In other modules, such as General Ledger, Accounts Payable, and Contributions, year-end procedures can also include closing the year, mailing out forms and statements, and making year-end journal entries.

After closing the year, you can still post transactions to the previous year and print reports for those transactions. You must, however, select the Allow posting to prior periods option in General Ledger Setup. Before you can enter any contributions for the next year, you must close the year in Contributions.

For modules that do not have year-end procedures, the last month of the year is no different than any other month of the year. After you close the month, you can begin posting to the new month immediately. Although modules such as Accounts Payable and Payroll do not have a special year-end closing, you still need to print year-end forms such as 1099 and W-2.

Make sure to back up your data frequently. You can make backups to different media, such as CD, Zip drive, hard drive, or network drive. If you encounter problems that require you to restore data, your backups can save duplication of work.

Click the links below to start the year-end process.

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|Preparing for Year-End] and [Backing up your financial data]. Or, select a topic from the list of common year-end tasks or the table of contents.



h1. *Common Year-End Tasks*

* [Backing up your financial data]
* [Year-end closing checklist|Year-end closing checklist]
* [Preparing for Year-End|Preparing for Year-End]
* [Printing Form 1096 at year-end|Printing Form 1096 at year-end]
* [Printing Contributions statements]
* [Working with Form W-2 at Year-End|Working with Form W-2 at Year-End]
* [Preparing and Printing Form 941]
* [Preparing and Printing Form 1099 at year-end|Preparing and Printing Form 1099 at year-end]
* [Reassigning envelope numbers at year-end|Reassigning envelope numbers at year-end]
* [Getting Additional Help]


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[!UsingthisWiki:Global Confluence Images^pdf1.png!|ACS Year-End Guide^ACS_year_end_guide.pdf]