Year-End Processing Steps - 2025

1. Prepare PDF Year-End Forms

• Download TIFF files required for PDF Year-End printing.

• Complete setup, see Create Layer ID in Year-End PDF Forms Printing.

2. Order Blank Tax Forms

• Order supported W-2, 1099, and 1095 blank forms from the following suggested Vendors:

  • Creative Document Solutions

    • https://creativedocumentsolutions.com/

    • info@cdsemail.com

    • 1.866.389.4252

  • PTM Document Systems

    • http://www.ptmdocumentsystems.com

    • sales@print-2-mail.com

    • 1.866.667.2861

  • S&S Business Forms

    • https://ssbusinessforms.com

    • info@ssbusinessforms.com

    • 1.732.280.0738

• Refer to Supported Tax Forms – 2025 for specifications.

3. Configure Printing Setup

• Select and finalize the printer for W-2, 1099, and 1095 printing.

• Configure printer in:

  • Control Panel > Devices and Printers

  • BusinessPlus > Common Codes > Code Category: NULP

  • Refer to Associate Layer ID with NULP Common Code in the Setup for Year-End PDF Forms Printing.

• Test printer using PYTPDP (trial distribute and pay).

• If needed, load Escape Sequence Files via App Server.

4. Install Year-End Release

Supported: 24.3.x, 25.5.x

23.5.x requires a custom backport, via a Request Form, cost is $7,680.

• Hosted/Cloud Clients: Update installed by PowerSchool; notification will be provided.

• On-Premise Clients: Download update from PowerSource when available, anticipated date December 17, 2025; install manually or request PowerSchool assistance.

• EMS Clients: Updates applied per selected schedule; submit BusinessPlus Update Request form if on-demand.

5. Download TIFF files from PowerSource (to post W-2s and 1095-Cs to EO)

6. Update Description Files

• Update W-2 and 1099 Description files.

• Begin processing.

7. ACA Reporting

• Run ACA reporting procedures.

• Begin processing.

PowerSchool offers support for Steps 6-7 via distance learning sessions and seminars.