Year End Solutions and Tax Updates

Year End Solutions and Tax Updates

Let LBi show you how significant benefits can be attained by �outsourcing� the support of the PeopleSoft Year End process and application of PeopleSoft Tax Updates. The LBi solution gives you the maximum flexibility in your own staffing and provides a unified support paradigm for critical, highly visible, but non-core business processes.

LBi's first step is to create a checklist of all Year End tasks. This allows the team to understand both the scope and the scheduling of events. Click here to download a free sample of LBi's Year End Checklist, an essential first step in Year End planning and project management. This checklist is used throughout the Year End process to make sure no critical steps are overlooked. After verification by the project stakeholders, the completed checklist is then used to build the Year End Calendar.

Year End Support and Outsourcing

The LBi team begins the Year End (YE) process by establishing task schedules and priorities. We�ll create a calendar of events to be used as a template for complete documentation. Finally, we�ll perform the required legal and regulatory changes as published by PeopleSoft, or requested by you, to keep everything in compliance. The LBi team will work closely with your internal team to analyze the entire Year End process and perform the following tasks:

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Tax Update Support and Outsourcing

Unlike the Year End process, PeopleSoft tax updates are available throughout the year. However, the LBi team follows the same procedures. We establish task schedules, create an event calendar and make sure to keep you in compliance. LBi offers the following support for PeopleSoft Tax Updates throughout the year:

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Download the Year End Support and Tax Updates Handout

LBi's Year End Support and Tax Updates Brochure