2017 Year End Tax Prep

Attention Southwestern Payroll Clients

It’s time to start gathering all the details of the past year! Don’t forget to submit the following to us for processing by December 29th in order to be included on the employee’s W-2.

  • All year-end adjustments
  • Supplemental payrolls
  • Cost of Healthcare amounts
  • W-2 Additions (i.e., personal use of company auto)

Adjustments received after that time will be processed at a later date and issued as part of a W2C. We cannot specify at this time when those W2Cs will be processed. This will result in additional processing fees.

Third party sick pay amounts will have a separate deadline. If we are aware of your third party sick pay, we will contact you, but it is your responsibility to make sure we are aware that you will be reporting third party sick pay amounts.

Please review our Payroll Year-End Checklist

We will begin processing W-2s in the first week of January. All employee data must be current in our system by December 29th, including SSNs, addresses, name changes, etc.

Questions? Call us at 918.587.3321.