Year End Documents

Register Here: Year End Webinars

Form Ordering Process: Please reach out to your Account Manager to Place Orders or email automatesgm@solera.com

• Available Options Found Here: 2025 Year End Forms Brochure 2

Accounting

Accounting Year End Guidelines

2026 Financial Statement Changes - See Below

• Suggested Accounting Month End Guidelines for Franchise Dealers (2025 v2)
• Suggested Accounting Month End Guidelines For Independent Dealers (2025 v2)
• Close Out Year-Zero Sales-Expense Accts
• Accounting Program 14 - Closing the Year
• 13th Month Processing User Guide

Accounts Payable

Suggested Accounts Payable Year End Guidelines

• Accounts Payable Vendor Report
• Add Payment Reference Guide V2
• 1099 NEC and MISC Processing
• 1096 NEC and MISC Processing
• Creating the 1099 Export File

Payroll

Payroll Year End Guidelines V2

• Payroll - Third Party Check Processing v5
• Health Insurance Payments
• Payroll - W2 and W3 Printing User Guide
• Yearli W2 Extract Instructions
• Affordable Care Act Processing 2025
• Payroll - How to Update Tax Tables in the Payroll Module Tax Definition v5

2026 Financial Statement Changes

Below are the financial statement changes given by each OEM: 

• OEMS with No Changes:
  • AutoMate Independent Statement (AMIND)
  • Bentley
  • General Marine
  • Hino Trucks
  • Mazda
  • Maserati
• 2026 Acura FS Changes
• 2026 Audi FS Changes
• 2026 BMW FS Changes
• 2026 Chrysler Fiat FS Changes
• 2026 Ford FS Changes
• 2026 Genesis FS Changes
• 2026 GM FS Changes
• 2026 Honda FS Changes
• 2026 Hyundai FS Changes
• 2026 Infiniti FS Changes
• 2026 JLR FS Changes
• 2026 Kia FS Changes
• 2026 Lamborghini FS Changes
• 2026 Mercedes FS Changes
• 2026 Mitsubishi FS Changes
• 2026 Nissan FS Changes
• 2026 Porsche FS Changes
• 2026 Subaru FS Changes
• 2026 Toyota FS Changes
• 2026 Volvo FS Changes
• 2026 VW FS Changes

We are aware of concerns related to the Ford 99P Labor Operation Codes. Our teams are actively working to resolve this issue before month-end. Upon resolution, we will initiate a data resend to refresh the data in Ford systems.

02/01/2026 UPDATE:  All Ford RO 99P UDB data for ALL Ford dealers has been resent for ROs closed between 01/01/26 and 01/31/26.  Auto/Mate will be doing weekly resends of the 99P UDB data for ALL Ford dealers until the root cause of the issue is resolved.