---
title: Year-End Experts December Series
---

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# **Year-End Ready: Advice from the Pros Who See It Every Day**

**Year-End Ready continues in December. Three free webinars and an on-demand Q&A with the pros who see year-end mistakes up close and know how to avoid them.**

Missed November, or want more? The series continues with three live sessions, an on-demand Q&A built on your questions, and 12 Days of Payroll Tips, a short daily video series to close out the year.

Year-end doesn’t have to mean PTO balances nobody trusts, an inbox full of W-2 questions or a scramble to catch 2027 rate changes.

In this series, Netchex sits down with the experts who see these problems every day. They'll share what goes wrong, why it happens and what HR, payroll and finance teams can do now to start the new year on solid ground. 

Each live session is practical, focused and ends with live Q&A. Join one session or all three, send us a question for the on-demand Q&A, and sign up to get each 12 Days of Payroll Tips video as it’s released.

## **The sessions**

#### Top 10 W-2 Mistakes Tax Preparers See Every Year

#### Live | December 7 | 2PM CT

#### A tax preparer counts down the W-2 errors that send employees back to HR, plus what's new on this year's form.

#### Q&A — Bring Your Year-End Tax Questions

On Demand | Available December 17

Our full expert panel answers YOUR questions. No slides, just answers. Submit your question upon registration. 

All questions must be submitted by December 10th.  

#### PTO Balances Nobody Trusts: Fix Your Accruals Before the Year Resets

Live | December 1 | 10 AM CT

A Netchex expert shows why PTO balances drift, from cash-outs to front-loaded time, and how to fix them before the reset. 

#### 2027 Payroll and Tax Changes: Rates, Forms and Deadlines

On Demand | Available December 10

Get the confirmed 2027 minimum wage, tax rate and filing changes in one session, so nothing catches you off guard on January 1.

[![HR professional checking PTO balance accrual charts on screen](https://info.netchex.com/hubfs/hs-generated-images/HR%20Professional%20Checking%20TimeOff%20Balance%20On%20Screen.png)](https://www.hubspot.com)

## PTO Balances Nobody Trusts: Fix Your Accruals Before the Year Resets

When PTO balances don’t match what employees expect, every year-end reset turns into a stack of disputes and manual corrections. A Netchex expert shows why balances drift, from cash-outs and front-loaded time to PTO paid at the wrong rate, and how to clean them up before the new year starts.

**You will learn:**

- Why accrual balances stop reconciling, and how to fix them before the reset
- How to handle cash-outs and front-loaded PTO without manual workarounds
- How to write a PTO policy your system can actually enforce

## Top 10 W-2 Mistakes Tax Preparers See Every Year

When a W-2 is wrong, employees find out at the tax preparer’s desk, and then they call HR. A tax preparer counts down the 10 W-2 mistakes they see most, from wrong addresses to missed benefit codes, and shows how to catch each one before forms go out.

**You will learn:**

- The 10 most common W-2 errors and how to catch them before forms go out
- Which employee data to check now, like names and Social Security numbers, so corrections don’t pile up
- How to get ahead of employee tax questions instead of reacting to them

[![Payroll professional reviewing tax forms, rates and deadline calendars](https://info.netchex.com/hubfs/hs-generated-images/Blue%20Flat%20Illustration%20Payroll%20Professional%20Reviewing%20Tax%20Forms.png)](https://www.hubspot.com)

## 2027 Payroll and Tax Changes: Rates, Forms and Deadlines

Every January brings new minimum wages, tax rates and filing rules, and missing one means correcting payroll after the fact. A payroll compliance expert walks through the 2027 changes that are already confirmed, state by state, so you can update your setup before the first payroll of the year.

## Year-End Q&A: Your Questions, Answered On Demand

Year-end raises questions, so send yours to the pros. Submit a question when you register for any December session, and our payroll and compliance experts will answer the most common ones on PTO, W-2s, 2027 changes and getting ready for tax season. The recording releases December 17, so you can watch whenever it fits your schedule. No slides, just answers.

#### Expert Panel

Answers to the year-end questions registrants ask most, from payroll and compliance experts, in one recorded session.

#### Ask Anything

#### Questions from every registrant get answered, not just from the people who attended live.

#### Full Access

Recordings, checklists and templates from every December session, available after the series wraps.

### Register for the full series and get access to all recordings and resources

[Register Now](https://info.netchex.com/december-year-end-experts-series#register)

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### BONUS: 12 days of payroll

### **Mini-series.**

A holiday gift for your payroll team: one quick tip a day, from every corner of Netchex. A Netchex expert takes you through a different part of the platform each day, from payroll and time to benefits and HR, with one practical tip you can use right away. Each video is just a few minutes long, so you can watch between leftovers. Sign up and we’ll make sure you don’t miss a day.

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