Let’s Create W2 in QuickBooks Desktop
W2 records are submitted to the Social Security Organization (SSA) to record an employee's yearly wage
and the entire sum of different charges paid, counting Social Security, state salary, Medicare, and
government charges. A crucial year-end payroll task is ensuring your W-2 forms are delivered to the
appropriate agencies promptly. Depending on your payroll product, you might submit these forms
electronically. QuickBooks Desktop allows you to create W2 in QuickBooks.
Unlike QuickBooks Improved Finance clients who must physically total and yield these forms, regular
clients of QuickBooks Full Service Finance will have taxes automatically calculated and filed on their behalf.
The information on these forms must be completed carefully, as the IRS will compare it with your income
and tax information upon submission. For electronic filing, you need a QuickBooks Desktop Payroll
Enhanced account, enrollment in the IRS e-file Program, and a 10-digit IRS e-file PIN. This blog will guide
you on how to e-file W-2 forms in QuickBooks Desktop.
Do you need a professional expert to assist with your issues? Our team of experienced professionals is here
to resolve your issues or help you create W2 in QuickBooks. Contact us via +1.833.802.0002, for assistance.
Step to Create the W2 Files in QuickBooks
Here we are providing you with some methods to create W2 files in QuickBooks safely.
Solution 1: Manually Create W2 Files
You can now manually create a W2 file on your QB Desktop and send it to the state. These simple steps
can help you avoid the QuickBooks compile error in hidden module.
1. Begin by going to the ‘Employees’ menu, and selecting ‘Payroll Tax Forms & W-2s.’
2. Next, you need to click on ‘Create State W-2 E-file.’
3. Click the ‘Continue’ option twice.
4. Select your state from the dropdown, then choose ‘Get QuickBooks Data.’
5. Click ‘OK.’ Correct any errors or add missing information if needed.
6. Go to the Add-Ins tab, find the QuickBooks Payroll State W-2 dropdown, and then select ‘Start
Interview.’
7. Check the box confirming that you must review your data and answer the questions, then click on the
‘Next’ option.
: 8. Note the file name and location, then click ‘Next.’
9. Answer the interview questions and review the auto-populated information.
10. Continue clicking Next until you reach the End of the Interview.
11. Select the option, ‘Create W-2 File,’ then click ‘OK.’
12. Save the Excel workbook for your records by clicking ‘OK.’
Solution 2: Electronically Creating W2 Files
We can help walk you through submitting your State W-2 forms electronically through QuickBooks
Online.
1. Navigate to the Taxes menu on the left panel, then select Payroll Tax.
2. In the Forms section, choose ‘Annual Forms’ and the ‘IOWA W-2’ form.
3. Click ‘Continue’ to review the details on the form.
4. Once ready, click the option to ‘Submit.’
5. The status page will show the current status as ‘Submitted.’
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Solution 2: Fix Misaligned PDF Invoices
If the text in your emailed PDF invoices is misaligned, you can fix this by changing the invoice font:
1. Open an invoice.
2. Head to the ‘Formatting’ tab and click on ‘Customize Data Layout.’
3. Click on ‘Layout Designer.’
4. Select a field with text issues and click ‘Properties.’
5. Choose ‘Font’ and change the font or adjust the size. (Tip: The default font is Cambria, but you can select any
font.)
6. Repeat this for all fields with problematic text, then click ‘OK.’
7. Save the invoice as a PDF or email it to ensure it looks correct.
This blog has helped you to create W2 in QuickBooks Desktop successfully without any hassle. However,
during the process, you might face specific issues. In that case, our QB-certified support staff has your
back. Dial +1.833.802.0002.
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