Employee Payroll Personal Info Audit

Namely-recommended to-dos for employees to help confirm their personal data ahead of year end.

BACKGROUND

To help prevent data errors that can result in costly W-2Cs and other tax issues, we recommend having your employees review their personal information in Namely ahead of the end of the year. We've prepared PDF you can distribute to your employees, as well as sample copy with some additional recommendations for employees you can copy and paste onto your Namely Newsfeed.
 

EMPLOYEE PROFILE DATA CHECKUP PDF

Refer to this document for more information: Request Employees Verify info

NEWSFEED SAMPLE TEMPLATE

Administrators: You can copy and paste the below language as needed onto your company’s Namely Newsfeed.

It’s always a good idea to review the personal information entered in your Namely profile ahead of the end of the year. Incorrect information can cause issues with your annual tax documents like W-2s, errors to benefits, and result in you having too little (or too much) deducted from your paycheck in taxes in the new year.

Namely’s prepared this year-end resource you can use to help confirm your personal data. Be sure to check your:

• Legal first and last names

• Social Security Number

• Home Address

In addition, Namely recommends:

• Performing a Keeping Up With Your Tax Withholdings to ensure you’re not over or under paying your federal and state taxes

• Checking your first few paychecks in the new year (under My Profile > Payroll) to confirm your taxes and deductions are accurate

• Reviewing your dependents and beneficiary information (if applicable) by clicking My Benefits on the Namely homepage

You can use Employee Guide to the Form W-2 to help read your year-end tax documents once they’re released. Reminder: If you’re paid through multiple companies, you’ll receive multiple W-2s.