Tax Reporter

Mid-Jan - Once W-2 processing has completed, review and work through any errors and warnings present on the W-2 log manager.

3rd Week in Jan - OFM will reactivate Tax Reporter role. 

Mid-Jan - Download your agency W-2 spool files to begin preparation for mailing.  Save spool files for your records.  HRMS will retain spool files until the last business day in January.    

1st Week in Jan - Deadline for Manual Year-to-Date (YTD) adjustments for previous calendar year to be entered into HRMS. REMINDER: This cutoff will also include manual adjustments for other state withholding taxes. 

2nd Week in Jan - OFM will deactivate Tax Reporter Role.  Prior to deactivation, all manual adjustments should be complete in HRMS. Deactivation period is approximately one week. 

3rd Week in Jan - Agencies complete Manual YTD Adj. to be included on 941. Remember to check if a W-2C will be required. Adjustments will not be included on W2 processed by OFM in W-2 processing.

2nd Week in Jan - Target date for new LNI Rate implementation. Once implemented, agencies will need to verify rates.

Mid-Jan - Ensure that all IRS Forms 941/941X/W-2/W-2c are in balance prior to  sending off IRS Form 941 for 4th quarter. Forms are due January 31st.

Jan 31st - IRS Form 941 for 4th quarter of the previous year is due.  Revalidate all IRS Forms 941/941X/W-2/W-2c are in balance prior to sending.

2nd Week in Jan - OFM will initiate statewide W-2 processing.