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lsf2
Level 2

Access to previous W2s from Quick Books online

How do we access W2s after switching to  online Quick Books payroll? I've been trying to communicate through customer service and am VERY baffled . Almost like Intuit is really not the parent company of both quick books online and quick books desktop ....I'm shuffled back and forth  and left without an answer.  Surely there is a way to access this information after paying for the service for 20+ years.  

Solved
Best answer June 22, 2022

Best Answers
ReymondO
Moderator

Access to previous W2s from Quick Books online

Thanks for getting back to this thread, @lsf2.

 

Once you receive an error message that you need to upgrade, it means the product you're currently using has already expired or is unsupported.  Intuit will suggest upgrading QuickBooks Desktop to the latest version or migrating to QuickBooks Online (QBO) Payroll.

 

Since you've mentioned that you're using an Assisted Payroll, I'd recommend contacting our Payroll Support Team. This way, they can provide the W-2s that were previously submitted by the system. 

 

Simply fill out the information in this link to connect with them: https://public-consumer-chat.app.intuit.com/app/ccs/consumer?experienceId=sbsegUsDtPremAsstOop&

 

In preparation for tax season, you can get answers to the most common W-2 questions in this article: How to Understand and Fill Out a W2.

 

Let me know in your comments if there's anything else I can help you with. The Community will always have your back.

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14 Comments 14
MariaSoledadG
QuickBooks Team

Access to previous W2s from Quick Books online

I can see how you want QuickBooks to work to address your business needs. I'm here to provide some information on how you can access W2, lsf2.

 

There are several limitations when importing payroll data to QuickBooks Online since the Desktop has more payroll features. For now, migrating payroll forms is unavailable. You can open the previous forms from QuickBooks Desktop. Just make sure to check the file path where payroll forms are being saved. To learn more about what are those imported, I've added this article for more details: Learn How Features and Data Move From QuickBooks Desktop to QuickBooks Online.

 

Furthermore, learn how to file and how W2 works in QuickBooks Online. Read this article for your reference: How to Understand and Fill Out a W2. Also moving forward, file your W-2 electronically.

 

Reach out to us if you have any concerns about payroll forms. Remember, we're here to assist you further.

lsf2
Level 2

Access to previous W2s from Quick Books online

Thanks. Could you please verify how to check the file path where the forms are being stored?  I've tried to access the forms through quick books desktop and an error message indicates we need to upgrade.

jamespaul
Moderator

Access to previous W2s from Quick Books online

Hello, lsf2.

 

I'll share some information on how you can check for the file path to access those locally saved W-2 and other tax forms. 

 

The file or folder where the payroll forms are being stored is located where the company file is saved. 

 

We can check the file path by pressing on F2 while QuickBooks Desktop is opened. Check the Location section under FILE INFORMATION

 

Alternatively, we can contact the IRS and request for the old W-2 forms that you filed, provided that you're unable to get the old W-2 in your local drive.

 

Visit this page for their contact details: https://www.irs.gov/help/telephone-assistance.

 

For more details about accessing your payroll tax forms, take a look at this article: View your previously filed tax forms and payments.

 

Need to run payroll reports to verify your employees' data in QuickBooks Online after the switch? I'm sure you'll find this article helpful: Run payroll reports in QuickBooks Online Payroll

 

If you have questions about your employee's W-2 or any other payroll forms, let me know and I'll share some details with you. Need help with QuickBooks Online's features and functions? Share the details on what you need to achieve and I'll work with you. 

lsf2
Level 2

Access to previous W2s from Quick Books online

I've found the appropriate location folder for the saved company files but not seeing anything labeled W-2s.

lsf2
Level 2

Access to previous W2s from Quick Books online

Also....Quick Books Assisted Payroll filed the W-2s ....can we access those copies ? 

MirriamM
Moderator

Access to previous W2s from Quick Books online

Hello there, @lsf2.

 

You're right that QuickBooks Desktop Payroll Assisted will pay your payroll taxes and file tax forms for you. And the good thing in this version, you can view and print filed forms through the Payroll Tax Center in your QuickBooks product.

 

Here's what you'll need to do:

  1. Select the Employees drop-down menu from the top menu bar in your QuickBooks Desktop account.
  2. Choose Payroll Center.
  3. Go to the File Forms tab.
  4. Click View/Print forms & W-2s.
  5. Enter Payroll PIN. 
  6. Click OK.

 

For more details on how to print, save and email copies of your Assisted Payroll filed tax forms, see this article: View your previously filed tax forms and payments.

 

You can also invite your employees to QuickBooks Workforce. This way, they can view their pay stubs, along with their W-2s. See this article for more information: Invite your employees to QuickBooks Workforce to see pay stubs, W-2s, and more

 

If you need further help with the tax form processing, just message me again. I'll be right here to help you further. Have a good one!

lsf2
Level 2

Access to previous W2s from Quick Books online

Yes, that would work perfectly except with lots of urging from Intuit we switched to Quick Books online and now we cannot access that from Quick Books Desktop.  

ReymondO
Moderator

Access to previous W2s from Quick Books online

Thanks for getting back to this thread, @lsf2.

 

Once you receive an error message that you need to upgrade, it means the product you're currently using has already expired or is unsupported.  Intuit will suggest upgrading QuickBooks Desktop to the latest version or migrating to QuickBooks Online (QBO) Payroll.

 

Since you've mentioned that you're using an Assisted Payroll, I'd recommend contacting our Payroll Support Team. This way, they can provide the W-2s that were previously submitted by the system. 

 

Simply fill out the information in this link to connect with them: https://public-consumer-chat.app.intuit.com/app/ccs/consumer?experienceId=sbsegUsDtPremAsstOop&

 

In preparation for tax season, you can get answers to the most common W-2 questions in this article: How to Understand and Fill Out a W2.

 

Let me know in your comments if there's anything else I can help you with. The Community will always have your back.

lsf2
Level 2

Access to previous W2s from Quick Books online

I have tried that route several times but am in line again with the chat help session at the moment.  

lsf2
Level 2

Access to previous W2s from Quick Books online

Success! Thank you for directing me to someone that could provide the link I needed.

123145819472382H16
Level 1

Access to previous W2s from Quick Books online

I need W2’s for 2021 and 2022 ASAP. I CANNOT LOCATE THEM.

SirielJeaB
Moderator

Access to previous W2s from Quick Books online

It's a pleasure to have you as part of our Community! We appreciate you taking the time to voice your concern regarding accessing your previous W-2 forms. 

 

We understand that encountering challenges within the program can be time-consuming, and we want to assure you that we are here to help you get back on track.

 

We recognize the significance of your W-2 tax form, as it contains pertinent information such as your income, taxes deducted from your paycheck, benefits offered, and other relevant data. To assist you in viewing your prior W-2 in QBOP, we'd be glad to guide you through the steps: 

 

  1. Go to the Taxes menu, then choose Payroll Tax.
  2. Click the Filings tab.
  3. Scroll down, then hit the Archived forms and filings link.
  4. Choose the date range you need.
  5. Tap View on the W-2.

 

We have included some helpful articles that you can refer to for managing your W-2s

 

 

If you have any further queries regarding payroll forms in QuickBooks, please do not hesitate to reach out to us by clicking the Reply button below. We're rooting for the success of your business. Take care!

Eddie1219
Level 1

Access to previous W2s from Quick Books online

Hi my name is [removed] Rivas I’m trying to get access to my W2s ?

Archie_B
QuickBooks Team

Access to previous W2s from Quick Books online

Hello there, Eddie1219.

 

I'd be happy to assist you in accessing your W-2 in QuickBooks Online Payroll.
 

Before we begin, may I know if you're an employee attempting to access your W-2 form online? If so, have you received an email invitation from your employer and created an Intuit account for QuickBooks Workforce?
 

If you haven't received any email invitations from your employer, I recommend reaching out to them and requesting an invite for QuickBooks Workforce. This will grant you access to your W-2 form online. Once you receive the invite, you can set up your own Intuit account and easily view your W-2.

 

On the other hand, if you're an employer who needs to view an employee's W-2, you can follow the steps below:

 

  1. Go to Taxes, then Payroll tax.
  2. Choose Filings.
  3. Click on Resources.
  4. Select W-2s.
  5. From Employee W-2s, select Manage W-2s on W-2 Copies B, C, & 2 (employee) for the current year.
  6. Hit View then print the W-2s.

 

I'm adding the following articles as references:

 

 

Let me know if you still have follow-up questions about W-2s or any payroll-related concerns. I'll be here to assist. Have a great day!

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