Successful Year-End with SHAZAM Core

Article contributor / Leslie Lomax / Sr. Client Learning Writer

As 2024 draws to a close, it can seem overwhelming to ensure you have all the pieces in place to be successful. Here are a few questions to ask yourself as you step into this time:

• Have you reviewed Publication 1220 from the IRS to understand new tax year 2024 changes?
• Have you reviewed the Year-End Checklist on Core Resource?
• Does your staff have the correct permissions to perform year-end functions?
• Have you balanced your IRA accounts?
• Do any IRA transaction codes need to be updated/changed?
• Did you know you can print reports once tax records have been output?

At SHAZAM^®, it’s our goal to partner with you to make this a smooth year-end. For additional information to get you ready, visit our Year-End Resource on SHAZAM Access>Core Resource>Year End.

Questions? Please contact Client Support at 800-537-5427 (option 8, 2) or open a ticket through Service Expert.