Year-End - Client Authorization and Client Details - 2024

Due Date - 12/06/2024

Please submit this no later than 12/06/2024.

This form is required to successfully close your 2024 year and process your W-2s. Thank you for being an amazing partner to us at PNI•HCM and GovConPay.

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* 1. Enter your Company Name

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* 2. Enter your Client ID

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* 3. Enter Your Name (First and Last Name)

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* 4. Enter Your Email

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* 5. Electronic W2's status - (we recommend electronic W-2s to ensure quick and accurate delivery to your employees as soon as they become available). Please share your current status:

We currently have ALL employees receiving electronic W2s.

We currently have all or some employees receiving physical W2s that are mailed to our location.

We currently have all or some employees receiving physical W2s that are mailed to our location but we would like to go electronic only.

N/A

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* 6. The IRS allows employers to voluntarily mask SSNs (XXX-XX-1234) on W-2 Forms. Do you want to mask the SSN on your W-2's for 2024

Yes

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* 7. Where do you want us to send your Company W-2's?

Our Company Legal Address

Other Address (please provide address)

N/a - We are electronic only

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* 8. If Other Address, please provide address:

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* 9. We have verified that our Company Legal Name and Address in isolved are correct.

Yes

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* 10. We have verified our Federal ID Number(s) are correct.

Yes

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* 11. We have verified that our State ID Numbers are correct.

Yes

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* 12. We have verified that our Local ID Numbers are correct.

Yes

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* 13. NEW! We understand that any payroll adjustments / corrections must be entered or sent to PNI•HCM (Payroll Network) PRIOR to processing our last 2024 payroll. Any adjustments after our last payroll will be assessed fees.

Yes

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* 14. We understand if our company needs to make any changes AFTER OUR LAST PAYROLL in 2024, any adjustments must be received by 12/27/24. PNI•HCM (Payroll Network) will begin processing 4th quarter reports the first week of January. Submitting changes or additional information after processing begins, will result in additional charges and Amended Returns.

Yes

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* 15. We have reviewed our Employee Information including W-2 Pension Status. (In Client Reports you will find an Employee W2 Preview Report and a W-2 Reconciliation Summary Report to review totals).

Yes

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* 16. We understand the IRS may assess penalties for inaccurate information. The IRS may assess penalties against employers whose W-2 Forms have mismatched employee names and social security numbers. The penalty for W-2s with incorrect information is $50.00 (maximum $250,000).

Yes

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* 17. We have verified that the name(s) and social security number(s) on every employee's paycheck matches his/her Social Security card exactly. Important: DO NOT use shortened or nick names (ex. Beth for Elizabeth).

Yes

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* 18. Do you have any unprocessed 2024 manual or void checks? (Remember – checks issued in 2024 cannot be voided in 2025)

We DO NOT have any unprocessed 2024 manual or void checks.

We DO have unprocessed manual or void checks. These will need to be entered before processing the last payroll of the year. If it is for a prior Qtr (1st, 2nd, 3rd) - these will need to be sent to PNI•HCM (Payroll Network) to enter.

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* 19. Third Party Sick Pay Reporting:

We WILL NOT report Third Party Sick Pay for 2024.

We WILL report Third Party Sick Pay to PNI•HCM (Payroll Network) for 2024. All third-party sick pay amounts should be reported to PNI•HCM before your last payroll of 2024. For those clients who are concerned about receiving timely information from their providers, please be aware that interim statements are available and can be used. Please contact your third-party provider to obtain this information. NOTE - PROVIDERS CAN SEND YOU THIS INFORMATION PRIOR TO THE END OF THE YEAR UPON REQUEST.

We did have Third Party Sick Pay for 2024 but have entered it into isolved at this time.

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* 20. Any changes to the information provided in this survey must be reported to PNI•HCM (Payroll Network) asap to avoid any year-end processing delays.

Agree

Disagree

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* 21. Please confirm the month your new Fiscal Year starts (i.e. January, March, July, etc) Enter N/A if you do not use a fiscal year.

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* 22. Fiscal Year based on

Pay Period End Date

Pay Date

N/A

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* 23. If you have a 1099 Workforce, do you want PNI•HCM to create the 1099 Forms?

Yes, PNI will create the 1099s

No, our company will handle the creation and distribution of the 1099's

N/A - we do not have 1099 employees

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* 24. If you have a 1099 Workforce, do you want PNI•HCM to electronically file the 1099's?

Yes, we would like PNI•HCM / GovConPay to file the 1099's electronically.

No, our company will file the 1099's electronically.

N/a - we do not have 1099 associates

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* 25. We review the Exceptions Report from the Payroll Preview before processing EVERY payroll and there are no outstanding items to correct.

Yes, and there are no exceptions on the report to correct

Year-End - Client Authorization and Client Details - 2024

Due Date - 12/06/2024

Question Title

* 1. Enter your Company Name

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* 2. Enter your Client ID

Question Title

* 3. Enter Your Name (First and Last Name)

Question Title

* 4. Enter Your Email

Question Title

* 5. Electronic W2's status - (we recommend electronic W-2s to ensure quick and accurate delivery to your employees as soon as they become available). Please share your current status:

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* 6. The IRS allows employers to voluntarily mask SSNs (XXX-XX-1234) on W-2 Forms. Do you want to mask the SSN on your W-2's for 2024

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* 7. Where do you want us to send your Company W-2's?

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* 8. If Other Address, please provide address:

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* 9. We have verified that our Company Legal Name and Address in isolved are correct.

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* 10. We have verified our Federal ID Number(s) are correct.

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* 11. We have verified that our State ID Numbers are correct.

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* 12. We have verified that our Local ID Numbers are correct.

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* 13. NEW! We understand that any payroll adjustments / corrections must be entered or sent to PNI•HCM (Payroll Network) PRIOR to processing our last 2024 payroll. Any adjustments after our last payroll will be assessed fees.

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* 15. We have reviewed our Employee Information including W-2 Pension Status. (In Client Reports you will find an Employee W2 Preview Report and a W-2 Reconciliation Summary Report to review totals).

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* 16. We understand the IRS may assess penalties for inaccurate information. The IRS may assess penalties against employers whose W-2 Forms have mismatched employee names and social security numbers. The penalty for W-2s with incorrect information is $50.00 (maximum $250,000).

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* 17. We have verified that the name(s) and social security number(s) on every employee's paycheck matches his/her Social Security card exactly. Important: DO NOT use shortened or nick names (ex. Beth for Elizabeth).

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* 18. Do you have any unprocessed 2024 manual or void checks? (***Remember – checks issued in 2024 cannot be voided in 2025***)

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* 19. Third Party Sick Pay Reporting:

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* 20. Any changes to the information provided in this survey must be reported to PNI•HCM (Payroll Network) asap to avoid any year-end processing delays.

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* 21. Please confirm the month your new Fiscal Year starts (i.e. January, March, July, etc) Enter N/A if you do not use a fiscal year.

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* 22. Fiscal Year based on

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* 23. If you have a 1099 Workforce, do you want PNI•HCM to create the 1099 Forms?

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* 24. If you have a 1099 Workforce, do you want PNI•HCM to electronically file the 1099's?

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* 25. We review the Exceptions Report from the Payroll Preview before processing EVERY payroll and there are no outstanding items to correct.

* 18. Do you have any unprocessed 2024 manual or void checks? (Remember – checks issued in 2024 cannot be voided in 2025)