Have you processed your W-2 forms yet? Before doing so, You must know that you need to do it only if you are using any of the following payroll products:
- QuickBooks Online Premium
- QuickBooks Online Elite
- QuickBooks Online Core
- Intuit or QuickBooks Full Service Payroll
- QuickBooks Desktop Assisted Payroll
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What is Filing W-2 with QuickBooks all about?
Based on your state, you can prepare your W-2 and upload it or you can also file them online with the help of QuickBooks Payroll Enhanced.
In such tax forms, the amount of taxes is displayed which is held back from your paycheck every year and is used to file your state taxes.
Why Filing W-2 in QuickBooks is Important?
Preparing and filing W-2 is a crucial aspect of your payroll management. Based on your payroll service, you can either file and send your W-2s to your specific employees and IRS or you can print the W-2s and then send them to the employees.
How to Set up Federal W-2s for a File?
By following the below steps know how to set up Federal W-2s for e-file:
- First, You have to click on Employees and then choose Payroll Center.
- After that, You have to choose the File Forms tab.
- Click Change Filing Method that is under Other Activities and click on Continue.
- From the list of forms you have to select Federal Form W-2/W-3, and then you have to select Edit.
- Then you have to choose the E-file radio button and then click on Finish.
- After this, Close the View Enrollments window.
- Click Finish Later in the lower left corner of the QuickBooks Desktop Payroll Setup box to continue.
How to E-File the W-2s?
- First, You have to click Employees and then click on Payroll Center.
- Now you have to choose the File Forms tab.
- After that, You have to highlight the Annual Form W-2/W-3- Wage and Tax Statement/Transmittal.
- Then you have to click on the Create Form button.
- After this, You have to select the employees and then enter the fields that are necessary.
- Make sure to select the E-file Federal Forms, Once you are on the filing method window.
- On the login screen enter the Phone Number and the E-mail address of your company. To notify you about the submission this information is used.
- Lastly, Click on Submit option.
How to File W-2 with QuickBooks Payroll Enhanced?
Step 1: Choose Employees > Payroll Tax Forms & W-2s > create State W-2 E-file.
Step 2: Press Continue twice and choose your state.
Step 3: Choose Get QuickBooks Data and click OK.
Step 4: Choose Add-Ins tab and find the particular QuickBooks Payroll State W-2 dropdown and select Start Interview.
Step 5: Click the box that says, I understand that I must review my data. Choose Next.
Step 6: Select the W-2 file and choose OK and click Yes to save the Excel for your records.
Visit your State Agency.
Upload the W-2 of your state.
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Frequently Asked Questions (Faqs)
What is the Difference Between W2 and W3?
W3- It is also called as W3 transmittal summary form and is necessary when you file W2 via mail.
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