Subject: Action Required (Est time: 10 min): Year-in-Review Input for {{Company Name}}
Hi {{Primary Contact first name}},
It's time to complete your plan's 2025 year-in-review! We need your input to confirm your plan’s alignment with IRS annual requirements and calculate or validate any employer contributions before your tax filing deadline.
What we need from you
Within the next 5 days, please log into your Aboon portal and click Get Started on the
Kick off your year-in-review banner at the top. You will:
Verify or update your employee and ownership data
Provide 2025 payroll information for testing and contribution calculations
[For the self-employed and partners in a partnership only]
Provide estimated net self-employment earnings. We need this to proceed with calculations. Please upload your draft Schedule C or Schedule K-1 along with your payroll reporting, or share your CPA's contact information so we can coordinate with them directly. To upload a file in the portal: click your avatar in the top right, then go to Account Settings → Files → Upload File.
This takes about 10 minutes once you have your payroll information ready.
Planning to make an additional contribution?
Let us know in the "Company Contributions for 2025" section of the portal. Whether you want to maximize owner contributions or reward your team, we'll help you calculate the right amount.
Not sure yet? Let us know in that section of the portal, and we'll reach out for a planning conversation.
Need to designate someone else to handle this task?
Reply to this email with their name and contact info. We'll coordinate directly with them.
If you have any questions, please reply to this message or call us.
Thank you,