---
title: "Year-End Close Kits for Small Businesses"
description: "Close the year cleanly: the year-end and 1099 kit, W-2 and 1099 filing checklists, 2027 payroll rate and unemployment tax setup, and a budget workbook."
url: "https://mcc-solutionsnj.com/toolkits/for/year-end-close"
---

Toolkits · Year-end close

# Close out the year for your business

December and January bring three jobs at once: closing the books for the year, sending 1099s and W-2s, and setting up payroll for the new year's rates. These kits take them in order: reconcile and close, list who gets a 1099 and collect the forms you need, then update wages and unemployment tax rates that change on January 1, 2027. A budget workbook then turns this year's actuals into next year's plan. General information and working tools, not tax or payroll advice.

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Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.

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## Year-End Close and 1099 Kit

Seven employer kits for 2027: minimum wage changes, unemployment tax setup, sick leave, final pay, workers' comp and 1099/W-2 filing in one download.

**$29**

[See what is inside](/toolkits/year-end-close-and-1099-kit)

## Every kit for year-end close (1)

[Excel workbook ### Budget vs Actual Workbook Set a budget for each income and expense line, enter your actuals as the months close, and see what is over, what is under and where the year is heading. $24 · example and blank copies](/toolkits/budget-vs-actual-workbook)

## Free calculators to try first

No email and nothing to download: they run in your browser.

- [1099 deadline calculator](/bookkeeping/1099-deadline-calculator)Due dates for 1099-NEC, MISC and K
- [Minimum wage payroll change](/bookkeeping/minimum-wage-payroll-change-calculator)What 2027 minimum wage increases cost your payroll
- [2027 unemployment tax wage bases](/bookkeeping/state-unemployment-tax-wage-base-2027)Each state's wage base as states announce them
- [2027 changes for employers](/bookkeeping/2027-state-law-changes-for-employers)State rules that start January 1, 2027

## Common questions

**What has to be done before January 1?**

Anything that changes on January 1: new minimum wages in many states and the new year's unemployment tax wage bases. Update pay rates and payroll settings before the first payroll of 2027.

**When are 1099s due?**

1099-NEC forms for 2026 are due to contractors and the IRS by February 1, 2027. Collect W-9s now so you aren't chasing them in January.

**Do I need all seven employer kits?**

Only if you have employees in more than one area of compliance. With no employees, the Year-End Close and 1099 Kit and the month-end close workbook cover the year-end work.

**Is this payroll software?**

No. These are checklists, trackers and workbooks that sit next to your payroll system and your bookkeeping.

## Shop by who you are

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## Not sure which one fits?

[Ask us](/contact)[Call (908) 444-6373](tel:+19084446373)