Learn to Create W2 in QuickBooks
Desktop
A W2, sometimes referred to as the Wage and Tax Statement, is an important yearly document that
companies must give to the IRS and their workers. The ability to create W2 in QuickBooks Desktop is
an essential function for employers. This form makes proper tax filing possible by outlining the deductions
taken from an employee's wages over the year.
This form guarantees conformity with IRS requirements and is necessary for accurate tax filing. Whether
you oversee payroll for a major organization or run a small business, QuickBooks provides an easy way to
generate W-2 forms quickly. We'll go over how to make W2 forms in QuickBooks in this post, which will
help you complete the procedure quickly and efficiently and fulfill your tax requirements.
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Prerequisites Before Printing W2 in QuickBooks
Before printing W2 in QuickBooks Desktop, ensure the following:
1.Validate compatibility with your QuickBooks desktop version to avoid QuickBooks compile error in hidden
module.
2.Confirm an active subscription to QuickBooks Payroll Enhanced or Standard service.
3.Verify form compatibility with your QuickBooks Payroll version.
4.Have the latest payroll tax table accessible.
5.Opt for black and white printing for W-2 Forms
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Steps For Creating W2 in QuickBooks
For creating W2 in QuickBooks, you need to follow these three steps in sequence.
Step 1: Fill W2 Files
To start electronically filing your W2s, follow these steps:
1.Launch QuickBooks.
2.Navigate to ‘Employees,’ then select the ‘Payroll Center.’
3.Access ‘QuickBooks Desktop Payroll Setup.’
4.Within the Payroll Center, go to the ‘File Forms’ tab.
5.Choose ‘Change Filing Method’ from the ‘Other Activities’ menu at the bottom.
6.Click ‘Continue.’
7.Pick ‘Federal Form W2/W3’ from the forms list, then click ‘Edit.’
8.Select ‘E-file,’ and then click ‘Finish.’ This will prompt the enrollment instructions to open, which you can read
and print.
9.Close the View Enrollments window, then select Finish Later.
Step 2: Create W2 Forms
For the next step in the process, follow these instructions to create your W2:
1.Navigate to ‘Employees,’ then choose ‘Payroll Tax Forms’ and ‘W2s.’
2.Select ‘Process Payroll Forms.’
3.In the ‘File Forms’ section, locate ‘Annual Form W2/W3 Wage’ and ‘Tax Statement/Transmittal.’
4.Click on ‘Create Form’ to proceed.
5.Step 3: Send W2 Forms
To complete the process, follow these steps to send your W2 electronically:
1.Choose ‘All Employees’ to file by batch.
2.Enter the year of the form you're filing in the ‘Select Filing Period’ section, then click ‘OK.’
3.Choose the employees from the ‘Select Employees Form W2/W3 window.’
4.You can also use ‘Mark All’ to select all displayed employees.
5.Opt for ‘E-File Federal Forms.’
6.Enter a valid phone number and email address.
7.Click ‘Submit’ to finalize the process.
In conclusion, to create W2 in QuickBooks Desktop requires attention to detail and adherence to specific
guidelines. Reach out to us at +1.833.802.0002 for expert guidance and seamless resolution of any
printing concerns