W2 Processing Checklist
Before Processing W-2 Forms
- Your Horizon software should be updated before processing W-2 Forms
- Payroll program should be Version 16.201.26.2 or later
- Determine if health care coverage needs reported on W-2 forms
- Determine if electronic submission is required
- Review the state and federal requirements
- Most Horizon customers should submit electronically to the IRS and to the State of Pennsylvania.
- Review employee social security number for accuracy
- All checks and/or corrections that will be dated in 2024 need completed before processing W-2 forms
If two different people submit W-2’s and 1099 to MYPATH – You must submit both the W-2 and the 1099 data before completing the REV-1667
Gather This Information and have ready for processing!
- Company Federal EIN #
- Company main contact person
- Pin number: The Pin Number is part of your login ID for the SSA.gov Business Services Online website Log In to Online Services (ssa.gov)
- Login ID for SSA Business Services Online
- If you do not have a SSA log in please see User Registration Attestation
- PA State Tax ID – eight digits
- MyPath Login user ID and password
- Local Tax/EIT (Berkheimer, etc.) – company account number, login ID and password
12/2024