Year-End Checklist

The annual close, in order. If your monthly rhythm held all year, this is an afternoon — not a crisis.

Before the last pay run of the year

1. Clear pending pay items. Any owed bonuses, corrections, or final adjustments for the year should land in the last regular run or an off-cycle run dated this year — not slip into January, where they'd count toward next year's figures.
2. Settle terminations. Anyone leaving at year-end should be terminated with final pay run before the books close, so their annual figures and tax certificate are complete.
3. Check tax identifiers. Run your statutory reports' exclusion check now — anyone missing a tax number will be missing from annual filings too. Fix them before the year closes, not during filing season.

After the final run is published

1. Reconcile the year. The annual employer reconciliation report for your country (Jamaica S02, Trinidad TD4 Summary, Barbados Annual Employer Return, Saint Lucia Annual PAYE Remittance) squares your twelve monthly filings. Run it and confirm it ties out. (Statutory Reports by Country)
2. Generate employee tax certificates. Each jurisdiction's annual certificate (Jamaica P24, Trinidad TD4, Saint Lucia TD-5, Barbados certificate) produces one page per employee for their personal returns. Generate, then distribute.
3. File the annual returns with the authority by their deadlines — confirm current dates with your accountant.

Setting up the new year

1. Load the new public holidays for every territory you operate in. (Managing Public Holidays)
2. Check leave rollover. Time-off types reset or roll over at their year boundary automatically per their configuration — but it's worth confirming balances rolled the way you intended, especially the first year on the platform.
3. Confirm the year-to-date start date in account settings rolled to the new year, so contribution caps and YTD totals count from the right point.
4. Apply any statutory rate changes. If your jurisdiction changed contribution rates, thresholds, or tax bands for the new year, those need updating before the first run — your TriblockHR contact can confirm whether platform-side rates are already current for your country.