Electronically File Your W-2s
Before you can do this, make sure you have set up an account.
If you use Payroll, you can electronically file a copy of your W-2s to the IRS.
- On the Transactions tab, click .
- Click the E-File Tax Forms tab.
- Under Select Employer, select the employer whose W-2s you want to file.
- We recommend testing totals before filing. Beside W-2 E-File, click Run Yearly Test Totals.
- Click W-2 E-File.Note: You must select a W-3 Kind of Employer in the Tax Options section of the Employer window before you can continue.
- If you want to print information in Box 14 of the W-2, enter the account numbers to look for in the employee's QTD & YTD totals. For each account, enter a description of what you want printed on the W-2 next to the YTD amount.
- Click Save.
- The Report wizard displays. If you want to preview or print your W-2s before e-filing, click Preview Report or Print Now.
- Once you exit the report wizard, you can continue the e-filing process by clicking Yes. A webpage loads in your Internet browser.
- A list of employees who receive a W-2 displays. By default, the W-2 is selected for e-filing. If you do not want to file a particular W-2, clear the checkbox.
- Under Services, select a filing option. If you are unsure which option to select, click the question mark icon.
- To pay to e-file the W-2s, click Add to Cart. All selected W-2s are added to your cart. If you need to e-file multiple forms, you can wait until all items are in your cart before paying.Note: At any point, in Ledger/Payroll, click Launch the Dashboard to view forms you have started but not yet submitted to the IRS.
- Review the items in your cart. At this point, you can view reports of the information you are about to file. Do this to double-check names, amounts, and other information. Click Reconciliation Report or Summary Report.
- Click Next, enter your payment information, and click Next.
- Select to accept the terms, and click Confirm & Submit.
Once you confirm and submit your payment information, the form is e-filed with the IRS.