November

December

January

11/6

Review EOY checklist and Processing Guide

12/1

Perform an Operating System backup

Update Test environment

Mid Jan

Check Coins Client Area website for updated tax tables and other year-end information

11/7

Contact your W-2 and 1099 vendor to order your forms

12/3

Load any service packs or maintenance updates and fixes needed for EOY

Mid Nov

View Coins ERP+ EOY Videos

12/5

Run test W-2s, 1099s, and 1095-Cs, as well as test other areas of Coins ERP+

12/8

Refer to EOY checklist for File Maintenance changes and updates

12/12

Update Coins ERP+ parameters for 2025 Payroll