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W-2s

Print W-2s

Print your employees' total annual wages and withholdings.

  • You must have accounting administrator permissions to perform this task. See Accounting Roles and Permissions for more information.
  • Make sure all text is properly aligned with your W-2 boxes, and place your W-2 tax forms into your printer's tray.
CAUTION: If you have a combined total of at least 10 forms across your W-2s, 1099s, and 1095s, you must e-file them to meet the IRS's threshold requirement.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
    CAUTION: We update tax forms alongside our e-filing partner Nelco. If you select a previous year's tax form, you may see the name of the current year on the form. If you need to print a previous year's tax form, we advise that you visit the IRS website to locate, download, and complete the correct forms.
  3. Click the printer icon beside W-2. A preview of your W-2s displays.
  4. Click the printer icon for a physical copy or Download for a PDF.

E-File W-2s

E-file your W-2s with Nelco.

  1. In the top-left corner, click your ministry hub then Accounting. Then click Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
    CAUTION: We update tax forms alongside our e-filing partner Nelco. If you select a previous year's tax form, you may see the name of the current year on the form. If you need to print a previous year's tax form, we advise that you visit the IRS website to locate, download, and complete the correct forms.
  3. Click Review Data in the W-2 section to ensure data and form totals are correct.
  4. Click E-File in the W-2 section.
  5. Click W-2 Validation Report to review what you will e-file. This report alerts you of any missing information.
  6. Once you're satisfied, click Upload W-2 Forms to submit your W-2s to Nelco.
  7. Use Nelco's dashboard to complete form submission.

Export W-2s

Export W-2s as a .txt file.

  • You must have accounting administrator or the appropriate accounting specialist permissions to perform this task. See Accounting Roles and Permissions for more information.
  • Review W-2 data first.
E-file to the Social Security Administration for the 2023 tax filing season by exporting your data as a .txt file.
Note: While we currently offer an e-file solution through our trusted partner Nelco to file all of your forms in one place, this provides an alternative that you can e-file instead.
  1. In the top-left corner, click your ministry hub then Accounting. Then click Period End > Tax Forms.
  2. On the Tax Forms tab, select the reporting year.
  3. Click the printer icon within the W-2 row, and select Export W-2s (EFW2.txt).
Your W-2s are scheduled to export and will download shortly.
Realm Accounting
Payroll

Last updated: September 17, 2024

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