Get the free W-2 Transmittal Form

Get Form

We are not affiliated with any brand or entity on this form

Fill out

Complete the form online in a simple drag-and-drop editor.

eSign

Add your legally binding signature or send the form for signing.

Share

Share the form via a link, letting anyone fill it out from any device.

Export

Download, print, email, or move the form to your cloud storage.

Why pdfFiller is the best tool for your documents and forms

Learn more about security

End-to-end document management

From editing and signing to collaboration and tracking, pdfFiller has everything you need to get your documents done quickly and efficiently.

Accessible from anywhere

pdfFiller is fully cloud-based. This means you can edit, sign, and share documents from anywhere using your computer, smartphone, or tablet.

Secure and compliant

pdfFiller lets you securely manage documents following global laws like ESIGN, CCPA, and GDPR. It's also HIPAA and SOC 2 compliant.

What is W-2 Transmittal

The W-2 Transmittal Form is a tax document used by employers to submit annual W-2 Wage and Tax Statements for their employees in Pennsylvania.

pdfFiller scores top ratings on review platforms

Show more Show less

Fill fillable W-2 Transmittal form: Try Risk Free

Rate free W-2 Transmittal form

4.1

satisfied

56 votes

Who needs W-2 Transmittal?

Explore how professionals across industries use pdfFiller.

W-2 Transmittal is needed by:

Employers in Pennsylvania required to file W-2 forms
Human resources departments managing employee tax documents
Accountants handling payroll and tax submissions
Tax preparation services assisting businesses
Business owners looking for compliant tax reporting

Comprehensive Guide to W-2 Transmittal

What is the W-2 Transmittal Form?

The W-2 Transmittal Form, also known as REV-1667, is a critical document used by employers in Pennsylvania to submit annual W-2 Wage and Tax Statements for their employees. This form serves as a summary of all the W-2s issued and is essential for ensuring compliance with state tax regulations. It simplifies the reporting process by consolidating multiple W-2 submissions into one form.

For employers in Pennsylvania, the significance of this form extends beyond mere compliance; it is a requirement for submitting W-2s to the state and facilitates accurate tax processing. The relationship with the REV-1667 form mandates that employers carefully complete and submit it alongside their W-2 filings.

Purpose and Benefits of the W-2 Transmittal Form

The primary purpose of the W-2 Transmittal Form is to ensure compliance with Pennsylvania state tax laws, making it an essential tool for employers. Utilizing this form has several benefits, including simplifying the reporting of wages and taxes on behalf of employees. By using a standardized format, employers can streamline their submissions and reduce the likelihood of errors or misunderstandings during the processing of tax documents.

Employers benefit further through improved organization, which aids in record-keeping and ensures that all necessary information is reported accurately and timely.

Who Needs the W-2 Transmittal Form?

This form is essential for all employers in Pennsylvania who have issued W-2s. Specifically, any business that meets the threshold for employee wages or has distributed W-2s must submit this transmittal form. It is crucial for enterprises of all sizes, ranging from small businesses to large corporations, to understand their obligation regarding this mandatory submission.

Companies need the W-2 Transmittal Form to ensure they meet their tax requirements efficiently and accurately, thereby avoiding potential fines and penalties.

When to Submit the W-2 Transmittal Form

Employers must submit the W-2 Transmittal Form by January 31 following the year in which wages were paid. Meeting this deadline is crucial to avoid penalties, which can be incurred for late submissions. Late submissions not only risk financial penalties but may also complicate the employer's tax compliance standing.

January 31: Deadline for submission.
Review filing requirements to ensure completeness before submission.

How to Fill Out the W-2 Transmittal Form Online

Filling out the W-2 Transmittal Form electronically involves several crucial steps. First, access the appropriate online platform where the form is available. Then, follow these field-specific guidelines:

Indicate the number of W-2 forms attached.
Specify the number of 1099 forms with PA withholding.
Provide the total compensation subject to PA withholding.

Accuracy is paramount; ensuring all fields are correctly filled minimizes the chance of rejection from state tax authorities.

Common Errors When Filling Out the W-2 Transmittal Form

Employers often encounter common pitfalls when completing the W-2 Transmittal Form. Miscounting the number of attached W-2 forms is a frequent error that can lead to issues with tax submission. To mitigate such mistakes, employers are advised to adopt strategies that promote accuracy during the completion process.

Double-check the counts of attached forms.
Review all entries before final submission.
Utilize a checklist for validating information.

How to Submit the W-2 Transmittal Form

Employers can choose between different submission methods for the W-2 Transmittal Form. Electronic submission is often preferred for its rapid processing time and convenience, but mailed submissions are also acceptable. Employers must adhere to specific requirements outlined by Pennsylvania state regulations when submitting the form.

Tracking submissions and obtaining confirmations is vital to ensure processing completeness and to address any potential follow-up issues.

Post-Submission: What Happens Next?

After submitting the W-2 Transmittal Form, employers can expect a processing timeframe based on the chosen submission method. Should any errors arise in the submitted documents, amendments can be made to correct the information. It is advisable for employers to maintain a direct line of communication with state tax authorities in case follow-up questions or concerns emerge.

Anticipate a timeframe for processing based on submission method.
Book marked contacts with state tax authorities for corrections.

Security Measures for Handling the W-2 Transmittal Form

When filling out and submitting the W-2 Transmittal Form, security is of utmost importance. pdfFiller employs 256-bit encryption to protect sensitive data throughout the form completion process. Compliance with regulations ensures that all user information remains confidential and secure during both filling and submitting phases.

Users can feel confident knowing that their personal data is handled with the highest level of integrity and protection.

Utilizing pdfFiller for Your W-2 Transmittal Form Needs

Employers are encouraged to utilize pdfFiller for their W-2 Transmittal Form requirements. The platform offers tools that simplify the form-filling and submission processes, enhancing user experience significantly. Key functionalities include the creation of fillable forms, eSigning capabilities, and efficient document management features designed to save time and improve compliance for all users.

Last updated on Mar 26, 2016

How to fill out the W-2 Transmittal

1.

Access pdfFiller and log in to your account. In the search bar, type 'W-2 Transmittal Form' or REV-1667 and select the correct form from the results to open it.
2.

Familiarize yourself with the layout. Use the navigation tools in pdfFiller to zoom in and out as needed, ensuring clarity on fillable sections.
3.

Before filling out the form, gather relevant documents like your employees' W-2s, 1099s, and any other related tax records to ensure you have accurate information at hand.
4.

Identify each field that needs completion. Use the docu-fill feature to click on each fillable area. Enter the number of W-2 forms attached, the number of 1099 forms with PA withholding, and the total compensation subject to PA withholding.
5.

After entering all required data, review each field for accuracy. Check that all numbers correlate with your records to avoid common mistakes during submission.
6.

Add your signature in the designated field. Ensure the form is dated correctly as of January 31 following the year wages were paid.
7.

Once finalized, locate the 'Save' option. Choose your format preference and save the document. You can also opt to download the completed form or submit it directly through the portal, following provided submission guidelines.

FAQs

If you can't find what you're looking for, please contact us anytime!

Contact Support

Who is required to complete the W-2 Transmittal Form?

Employers in Pennsylvania who submit W-2 Wage and Tax Statements for their employees must complete the W-2 Transmittal Form. This includes any business that pays wages to employees subject to PA withholding.

What is the deadline for submitting the W-2 Transmittal Form?

The W-2 Transmittal Form must be submitted by January 31 of the year following the tax year for which wages were paid. Ensure all forms are correctly filled out and submitted by this date to avoid penalties.

How do I submit the W-2 Transmittal Form?

You can submit the W-2 Transmittal Form electronically through the state’s tax submission portal or mail it directly to the Pennsylvania Department of Revenue. Check their site for specific submission guidelines and cover letters if needed.

What supporting documents do I need when filing the W-2 Transmittal Form?

When filing the W-2 Transmittal Form, ensure you have all W-2 Wage and Tax Statements and any 1099 forms with PA withholding ready. These documents provide the necessary information required for accurate reporting.

What are common mistakes to avoid when completing this form?

Common mistakes include incorrect employee count, mismatched totals, and forgetting to sign and date the form. Review all entries for accuracy and completeness before submission to minimize errors.

How long does it take to process the W-2 Transmittal Form?

Processing times for the W-2 Transmittal Form can vary. Typically, electronic submissions are processed quicker than mailed submissions. Check the Pennsylvania Department of Revenue’s website for any updates regarding processing times.