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Year-End Processing in Cirrus
Summary
You run most year-end processes once a year, so this topic collects them in one place. Use it to find the checklist you need, the order to run the processes in, and links to the step-by-step topics.
Cirrus has two kinds of year-end:
- Calendar year-end happens every December 31 for every agency. It covers the tax forms you send to employees, vendors, retirees, and the IRS and SSA: W-2s, 1099s, 1099-Rs, and ACA forms (1095-C/1094-C). It also covers payroll accruals and tax tables for the new year.
- Fiscal year-end happens on the last day of your agency's fiscal year. For many agencies that is June 30 or December 31. It covers closing the General Ledger, setting up the new year's chart of accounts and budget, and rolling open purchase orders forward.
If your fiscal year ends December 31, you do both at the same time. Start the calendar year-end tax forms first, because their deadlines come sooner.
New for tax year 2026
- The IRS FIRE system stops accepting files after November 19, 2026. Select IRIS as the Export Type when you export 1099s and 1099-Rs, and get an IRIS Transmitter Control Code (TCC) before you file.
- The 1099-NEC and 1099-MISC reporting threshold is $2,000 for payments made in 2026. It was $600 for 2025 payments.
- Click here for information on the Calendar Year-End Checklist: AP 1099s.
Which checklist do I need?
| If you need to... | Use this checklist | When |
|---|---|---|
| Send W-2s, 1099-Rs, or ACA forms, or set up payroll for the new year | Calendar Year-End Checklist: Payroll | Start in November; finish W-2s by the SSA deadline |
| Send 1099-NEC, 1099-MISC, 1099-INT, 1099-G, or 1099-S forms to vendors | Calendar Year-End Checklist: AP 1099s | Start in December; finish by the IRS deadline |
| Close the fiscal year, create the new year, and set the new budget | Fiscal Year-End Checklist: General Ledger | Before and after your fiscal year's last day |
Before you start any year-end process
- Commit or delete open batches that contain transactions for the year you are closing. Year-end processes read only committed data.
- Run each process's Proof List and review it before you print, export, or commit.
- Check that you have the right forms, IRS and SSA credentials, and printer setup before you print.
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Track each process in the Jobs Viewer window (SS> Jobs Viewer).
Related Links
Click here for information on the Calendar Year-End Checklist: AP 1099s.
Click here for information on Fiscal Year End Procedures.
Click here for information on Batch Processing.
Click here for information on IRS information return due dates.
Click here for information on SSA W-2 filing deadlines.
Year-End at a Glance
The order below covers an agency whose fiscal year matches the calendar year. If your fiscal year ends on another date, run the calendar items in December and January, and the fiscal items around your fiscal year's last day.
- Confirm that you have an IRIS TCC for 1099s and 1099-Rs, and a Business Services Online (BSO) User ID for W-2s.
- Order forms, or confirm that you print W-2s on blank paper.
- Review vendor 1099 setup and employee addresses.
- Use the correct Batch Month and Batch Year on the last Computer Checks batch. Make the batch year match the year of the check date.
- W-2s and 1099-Rs (Calendar Year-End Checklist: Payroll).
- ACA forms (Calendar Year-End Checklist: Payroll). They aren't due to the IRS until March 31 when you file electronically, so you don't need to finish them in January.
- 1099s (Calendar Year-End Checklist: AP 1099s).
- Create the new fiscal year, post closing entries, run year-end reports, run Fiscal Year End Reset, and roll over purchase orders (Fiscal Year-End Checklist: General Ledger).
- Lock the closed periods after your audit adjustments post (GL> Utilities> Lockout Periods).