Are you wondering how to file your W-2 forms in QuickBooks Desktop Payroll? Read this blog to explore the straightforward method of filing your W-2s. A W-2 form is required when filing a tax return. It contains information about earnings paid to the employees. At the end of the year, sending the W-2 forms to appropriate agencies is a significant part of payroll. The agencies must receive these forms on time. There are various Quickbooks products, so you need to perform different steps to file the W-2 forms for each product. Read the entire blog carefully to explore the W-2 forms in QuickBooks.
This blog on filing the QuickBooks W-2 forms can be technical. So, if you need additional assistance understanding the procedure better, call +1(855)-738-0359 and get an instant reply from QB experts.
The Best Guide to Follow for Filing W-2 Forms in QuickBooks
Here is how you can file your W-2 forms for QuickBooks Desktop Payroll:
Step 1: Set Up the W-2 Forms
For QuickBooks Desktop Payroll, the first step is to set up the W-2s before filing it electronically.
- Launch the QuickBooks software.
- Choose the Employees option.
- Then, select Payroll Center.
- Launch QuickBooks Desktop Payroll Setup.
- Now, go to the Payroll Center and click the File Forms tab.
- Choose Change Filing Method from the Other Activities list. This list is present at the bottom.
- Select Continue.
- From the list of forms, choose the Federal Form W-2/W-3 option.
- Now, hit Edit.
- Then, select E-file.
- Choose Finish. This option will launch the enrollment guidelines you can read and print.
- After that, shut the View Enrollments window.
- Finally, press the Finish Later option.
Step 2: Create the W-2 Forms
After performing the first step, create your W-2 forms
- Hit the Employees option.
- Now, go to the Payroll Tax Forms and W-2s.
- Then, select the option Process Payroll Forms.
- Navigate to the File Forms field.
- Select the Annual Form W-2/W-3 – Wage and Tax Statement/Transmittal.
- Then, finally, hit on the Create Form button.
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Step 3: Send Your W-2 Forms
At this stage, you can electronically send your W-2s by following the steps below. After sending, you can print W-2s in QuickBooks Desktop Payroll.
- In the Process W-2s, choose All Employees to file according to the batch.
- Go to the Select Filing Period field and enter the filing year of the form. Then hit OK,
- Now, select employees within the Select Employees for Form W-2/W-3. Or select Mark All if you want to select all the employees appearing.
- Then, choose E-File Federal Forms.
- Afterward, fill in your business mobile/contact number and email ID.
- Finally, hit the Submit button.
After printing and sending the forms to your employees, you can upload their W-2s for the QB workforce to view. Keep the deadline in mind- January 30.
The blog highlights all the essential information about the W-2 forms in QuickBooks Desktop and elaborately explains how to file them if you use QuickBooks Desktop Payroll. If you have a query related to the W-2 forms, call +1(855)-738-0359 and contact QuickBooks professionals for the details.