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Year End Procedures 2024 & PMFL

Vision

To assist you with your year-end processes, we’ve inserted our PMFL documents and 2024 Year-End Procedures for your convenience. These resources are designed to help you transition smoothly into the new year.


PMFL

STARTING JAN. 1, 2025:

  • The total premium rate will be 0.92%.

  • Employers will pay 28.48% (0.0026202) of the total premium and employees will pay 71.52% (0.0065798).


Employers will continue to report each employee’s total gross wages, not including tips, and collect premiums up to the Social Security cap ($176,100 in 2025).

*Once an employee meets the Social Security cap, you must stop collecting premiums but continue to report their wages.


Vision W2 and IRS e-file Changes

• We continue to be certified to print W2 forms on standard printer paper. Also, Payroll will create an electronic data file that can be uploaded directly to the SSA's website.


IRS W2 Changes

  • There have been no format changes for W-2's this year. Please refer to 2024 IRS W2 and W3 Instructions for further instructions. Please refer to the How To - Vision W2's, New W4 Setup and 1099's provided with the links below.

  • The 2025 Publication 15 (Circular E) is available for downloading. You may also refer to Federal Income Tax Withholding Methods (Publication 15-T). Note the social security rate remained at 6.2% for employee and employer for a total of 12.4% with a cap of $176,100 and Medicare tax remained at 1.45% for employee and employer for a total of 2.9% with no wage cap.

    • Note: If you have multiple Social Security and Medicare rates, adjust accordingly.


Helpful Links:


Year-End Procedures (Vision)

Here are some helpful hints for preparing 2024-year end. Remember there is no year change in Vision!


Financial Year-End Tips

  • Process 1099s in the Forms menu. (How To - Vision 1099's)

  • 508.xx (select either Restricted - 31 Committed – 41 Unassigned - 91 Assigned - 51 Non-spendable - 21) Ending Fund Balances are New General Journal debit postings.

  • All state schedules and annual reports are provided in the Washington folder of the Reports home page.

  • Backup data to appropriate media(disk, flash drive, etc.) and hold for the WA State Auditor's request. (located in the Vision backups folder)

  • Electronic Schedule 01 for the state is located in the Washington folder of the Reports page. (Export to CSV or Excel and send to State Auditors)

  • Set up Council Meeting dates for 2025 in Setup Fiscals on Home page.

  • 2025 Budget in Budget Forecasting. (How To Guide Financials)

  • 308.xx (assign to either Restricted - 31 Committed – 41, Unassigned - 91 Assigned - 51 Non-spendable - 21) Beginning Fund Balances are New General Journal credit postings.


Open Period

  • You have the ability to set up a December 2024 Open Period council meeting for 2024 obligations.

  • Go to Setup Fiscals on Home Page of Financials.

    • Highlight 2024 in the Fiscal column and December in the Period column.

    • Click the + button above the Council Date to add the meeting for open period payments.

    • It is recommended that a new Council Meeting also be set up in the month of December for 2024 correction period as well. All end of year corrections will be easily identifiable.


Reports to Run for Financials

To create a set of paperless reports:

  • Create a new folder 2024 End of Year in desired location.

  • Run desired reports, select Acrobat (PDF) file format, and Export, save report in 2024 folder.

  • Reports may be printed if desired

  • All report parameters should include the fiscal year desired, and all periods within that year

  • Account Activity - Rendered for Excel (this report is not for printing, there are too many columns)

  • Outstanding Transaction Directory

  • Register

  • Transaction Activity

  • Vendor Activity

  • Annual Reports are in the Washington folder on Reports home page


Payroll Year-End Tips

  • Process W-2s in the Forms menu. (How To - Vision W2's)

    • Remember, payroll for 2025 may be processed before W-2s are printed.

  • Set up Pay Periods for 2025 in Setup Pay Periods on Home page.

  • Update Medical/Dental/Vision premiums are usually done in December.

  • Change new L&I and Employment Security rates in Components.

    • Remember, rate changes for all components may be changed very quickly by selecting the component, clicking on the Employee tab, and changing all employee amounts on one screen


Washington State Specific Payroll Deductions

  • As PMFL varies based on the number of employees

    • Vision will not be updating the rate automatically. 

  • 2025 PMFL Updates


Reports to run for Payroll

  • Benefit Summary (for each Component Group)

  • Component Activity

  • Component Directory

  • Component Employee Directory

  • Cost Center Account Activity (Detail option)

  • Cost Center Timesheet Activity

  • Employee Activity

  • Employee Component Directory

  • Paycheck Activity

  • Paycheck Detail Activity

  • Payroll Distribution

  • Register

  • Timesheet Activity

  • Timesheet Summary Activity


Best of luck on your end of year activities, don't hesitate to contact us, if you need assistance!

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