Year-End Checklist (U.S.)

Use the following information to perform year-end processes for employees and vendors in the United States.

Important: ProContractor version 4.3.1 is required in order to perform 2023 year-end processing in the United States.

For upgrade and install instructions, navigate to the applicable folder on the Viewpoint Customer Portal and review the Upgrade Guide for your version of this release.

Paper and Electronic Filing Options

ProContractor offers you the flexibility to print paper copies of year-end forms directly from the system or generate and file forms electronically using one of the following services:
Aatrix Report Filing
Generate and print paper forms for no additional fee. To enroll in the Aatrix e-filing service, see
Note: If you went live in 2022 and entered beginning balances in 2022, do not use Aatrix for generating Forms W-2. Aatrix doesn't include initial employee check amounts which were entered as part of beginning balances.
Greenshades Electronic Filing

Generate and file forms via Greenshades tax filing service. See for details. Contact VViewpoint Sales for details on purchasing Greenshades Electronic Filing.

Greenshades support for Form 1095-C is included in ProContractor starting in version 3.16.2.

Viewpoint Forms

Viewpoint Business Forms offers pre-printed and blank forms. Use the following table as a guide when ordering forms. Visit or call (800) 825-8649 for details.

If you areOrder these forms
Printing forms in ProContractorPre-printed
Printing forms via Aatrix (but not mailing)Blanks
Printing and mailing forms via AatrixNo forms needed
E-filing using Aatrix or GreenshadesNo forms needed

Payroll and Accounts Payable Activities

For checklists and more information about payroll (employee) and accounts payable (vendor) activities for the United States, see the following topics: