Pennsylvania Annual Withholding Reconciliation (REV-1667) in QuickBooks
QuickBooks prefills most of Pennsylvania's annual withholding reconciliation form, but 1099 withholding and W-2 counts require manual review before filing.
QuickBooks users preparing Pennsylvania’s Annual Withholding Reconciliation Statement — Form REV-1667 (AS) — have found that while the software handles most of the heavy lifting, several fields demand manual attention before the return is ready to file. The form accompanies every employee W-2 and is due annually on or before January 31, covering wages paid in the prior calendar year. When that deadline falls on a weekend or holiday, the filing date shifts to the next business day.
What QuickBooks Fills Automatically
For employers whose company, payroll, and employee records are already entered and up to date in QuickBooks, the program populates the majority of the reconciliation form on its own. The Employer’s Account Number, the Entity ID (EIN), the legal and trade name, and the business address all carry over from existing QuickBooks data entries.
The Pennsylvania Employer’s Account Number appears on the form in an eight-digit format. Accuracy here matters beyond simple correctness — the scanline at the bottom of the printed form is what Pennsylvania uses to optically process tax returns, so a transposed or outdated number can cause processing problems. If the number needs correction, the fix should be made back in QuickBooks itself rather than directly on the form, so that the underlying records stay consistent.
Fields That Require Manual Review
W-2 Count
QuickBooks tracks and calculates wage and tax data on a per-employee basis, but the line for the number of W-2 forms attached may not always reflect the actual count. Users should verify this figure and adjust it manually if the number is off.
1099 Forms With Pennsylvania Withholding
This is where the most manual work is required. QuickBooks only calculates and tracks W-2 amounts, so any 1099 forms that include Pennsylvania compensation or state tax withholding are not picked up automatically. The form includes a smart worksheet — Lines A through D, sitting just above Line 1 — where users must manually enter 1099 compensation totals and any related state withholding amounts. Once entered there, those figures flow into the annual reconciliation totals in Part II.
Quarterly Breakdown
Part II of the form breaks out both wages subject to Pennsylvania withholding and the actual tax withheld, quarter by quarter. QuickBooks populates these quarterly totals from existing payroll data. Any 1099 amounts entered in the smart worksheet above Line 1 are added into these quarterly figures as well.
Filing and Mailing
If you are filing by mail, the completed reconciliation and accompanying W-2s go to the Pennsylvania Department of Revenue at P.O. Box 280412, Harrisburg, PA 17128-0412.
The Takeaway
The core issue users encounter is not that QuickBooks produces incorrect figures, but that it does not account for 1099 withholding at all. Employers who issued 1099 forms with Pennsylvania tax withheld must manually bridge that gap using the smart worksheet on the form itself. Reviewing the W-2 count, confirming the Employer’s Account Number, and entering any 1099 data before filing should cover the areas QuickBooks leaves untouched.