How to File Your W-2 Forms in QuickBooks Desktop Payroll

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. 

  1. Launch the QuickBooks software.
  2. Choose the Employees option. 
  3. Then, select Payroll Center.
  4. Launch QuickBooks Desktop Payroll Setup. 
  5. Now, go to the Payroll Center and click the File Forms tab.
  6. Choose Change Filing Method from the Other Activities list. This list is present at the bottom. 
  7. Select Continue. 
  8. From the list of forms, choose the Federal Form W-2/W-3 option. 
  9. Now, hit Edit. 
  10. Then, select E-file. 
  11. Choose Finish. This option will launch the enrollment guidelines you can read and print. 
  12. After that, shut the View Enrollments window.
  13. Finally, press the Finish Later option. 

 

Step 2: Create the W-2 Forms

 

After performing the first step, create your W-2 forms

  1.  Hit the Employees option.
  2. Now, go to the Payroll Tax Forms and W-2s.
  3. Then, select the option Process Payroll Forms. 
  4. Navigate to the File Forms field. 
  5. Select the Annual Form W-2/W-3 – Wage and Tax Statement/Transmittal. 
  6. Then, finally, hit on the Create Form button. 

Recommended to Read : How to Directly Send An Email from the QuickBooks Software

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. 

 

  1. In the Process W-2s, choose All Employees to file according to the batch.
  2. Go to the Select Filing Period field and enter the filing year of the form. Then hit OK,
  3. 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. 
  4. Then, choose E-File Federal Forms. 
  5. Afterward, fill in your business mobile/contact number and email ID.
  6. 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. 

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