Request tax forms after the last pay of the year

If further adjustments are required before tax forms are produced, proceed to the After the First Pay of the New Year page.Closed From the Year End menu, select Year-End Adjustment Process > After the First Pay of the New Year. for information and instructions on how to submit your adjustments.

After validating the year-end reports provided from your Year- End run, you are ready to request your tax forms.

Tax form initiation is available via IVR (interactive voice response) from January 2, 2025, to February 21, 2025.

  1. Dial 1-800-667-7867.
  2. Select your language of choice.
  3. Select Account Management.
  4. Identify yourself with your Branch, Payroll ID and PIN (this is the same access information used when calling in for payroll totals).
  5. Follow the voice prompts for Tax Form Processing.

If you require assistance or have not used the IVR service and require your access information, contact your Customer Support Team..

After your request is made, you may access IVR again to check on the status of your request.

Note: IVR (interactive voice response) can be utilized for initial requests only. To re-run your tax forms after your corrections are processed, contact your Customer Support Team.