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logies512
Level 1

E file W2

I have a few questions regarding 2024 W2 e-file requirement of 10 or more docs and am hoping someone has insight

1 - Do I need to purchase the pre-printed forms to run thru QB if I'm e-filing?

2 - If I get all employees signed up on workforce thru QB does that satisfy the requirement to give it to them

     by Jan 31st

3 - so again, no need to buy those forms, stamps, envelopes.. ?

Solved
Best answer October 27, 2023

Best Answers
Rasa-LilaM
QuickBooks Team

E file W2

Thank you for visiting the Community today, logies512.

 

I'm here to help provide clarifications about processing your W-2 forms.

 

Paying your federal taxes and filing payroll forms on time is an essential task. The e-file and e-pay functions are the fastest methods to accomplish these tasks and ensure your compliant with the IRS and state agencies.

 

When filing W-2s electronically through QuickBooks, you'll no longer have to purchase pre-printed forms. If you're using the QuickBooks Desktop Payroll Enhanced payroll, let's set up the feature. 

 

Here's how:

 

  1. In your company file, head to the Employees menu at the top and choose Payroll Center.
  2. Open the QuickBooks Desktop Payroll Setup.
  3. From the Payroll Center, choose the File Forms tab.
  4. Go to the Other Activities section and click the Change Filing Method link. 
  5. Tap the Continue button to proceed and choose Federal Form W-2/W-3 from the list of forms.
  6. Press the Edit menu to select E-file and then Finish. This will open the enrollment instructions that you can read and print.
  7. Close the View Enrollments window.
  8. Click the Finish Later button.

 

Once done, you can create the payroll forms and send them. Here's an article that outlines the complete steps: File your W-2 forms. It includes links on how to print and upload the tax forms to QuickBooks Workforce. 

 

For QuickBooks Desktop Payroll Assisted, we're the ones to file your W-2s. You have the option to print copies for your workers' or we'll be the ones to send them (fees apply). 

 

If your employees signed up to QuickBooks Worforce, they can view W-2 copies B, C, and 2 by January 31st. Also, historical tax forms are available up to the past 2years. See this link for more in-depth information: View and print your W-2s in QuickBooks Workforce.

 

To learn more about how your employees can access their pay stubs and W-2s, see the following guide: Invite your employees to QuickBooks Workforce to see pay stubs and W-2s if you use QuickBooks Deskto....

 

I've included some resources that tackle processing federal and state forms, including the status of your tax payments: 

 

 

Reach out to me again if you have additional concerns about filing your W-2s and other payroll forms. I'm always ready to lend a helping hand. Have a great weekend ahead. 

View solution in original post

5 Comments 5
Rasa-LilaM
QuickBooks Team

E file W2

Thank you for visiting the Community today, logies512.

 

I'm here to help provide clarifications about processing your W-2 forms.

 

Paying your federal taxes and filing payroll forms on time is an essential task. The e-file and e-pay functions are the fastest methods to accomplish these tasks and ensure your compliant with the IRS and state agencies.

 

When filing W-2s electronically through QuickBooks, you'll no longer have to purchase pre-printed forms. If you're using the QuickBooks Desktop Payroll Enhanced payroll, let's set up the feature. 

 

Here's how:

 

  1. In your company file, head to the Employees menu at the top and choose Payroll Center.
  2. Open the QuickBooks Desktop Payroll Setup.
  3. From the Payroll Center, choose the File Forms tab.
  4. Go to the Other Activities section and click the Change Filing Method link. 
  5. Tap the Continue button to proceed and choose Federal Form W-2/W-3 from the list of forms.
  6. Press the Edit menu to select E-file and then Finish. This will open the enrollment instructions that you can read and print.
  7. Close the View Enrollments window.
  8. Click the Finish Later button.

 

Once done, you can create the payroll forms and send them. Here's an article that outlines the complete steps: File your W-2 forms. It includes links on how to print and upload the tax forms to QuickBooks Workforce. 

 

For QuickBooks Desktop Payroll Assisted, we're the ones to file your W-2s. You have the option to print copies for your workers' or we'll be the ones to send them (fees apply). 

 

If your employees signed up to QuickBooks Worforce, they can view W-2 copies B, C, and 2 by January 31st. Also, historical tax forms are available up to the past 2years. See this link for more in-depth information: View and print your W-2s in QuickBooks Workforce.

 

To learn more about how your employees can access their pay stubs and W-2s, see the following guide: Invite your employees to QuickBooks Workforce to see pay stubs and W-2s if you use QuickBooks Deskto....

 

I've included some resources that tackle processing federal and state forms, including the status of your tax payments: 

 

 

Reach out to me again if you have additional concerns about filing your W-2s and other payroll forms. I'm always ready to lend a helping hand. Have a great weekend ahead. 

PAT0511
Level 3

E file W2

I e filed my W2.  If my employees didn't sign up to receive their w-2 by email can I print them off for them in my quickbooks 2024 desktop?

AnneMariee
QuickBooks Team

E file W2

Hi there, @PAT0511.

 

I'd like to share some information about printing and sending your W-2 forms to your employees.

 

The options available to you for printing and sending W-2 forms depend on your payroll subscription. If you are using QuickBooks Desktop Payroll Assisted, QuickBooks can send the forms to your employees with fees. However, if you are using QuickBooks Desktop Payroll Enhanced, you can print the forms and send them manually.

 

For detailed instructions on how to print your W-2 forms, you can check out this article: Print your W-2 and W-3 forms.

 

Your employees can also view their W-2 forms in QuickBooks Workforce. You can refer to this article for instructions on how to allow them to do so:  View your pay stubs, time off, and year-to-date pay in QuickBooks Workforce.

 

If you have any other questions or concerns about printing and mailing your forms, please don't hesitate to reach out to us. We are always here to help and support you in any way we can.

OFFICEROBIN2
Level 2

E file W2

No, I would just print them on blank paper and give to them.

 

No need to buy forms or envelopes. Just fold and put in regular envelopes or give with their payroll check. (that's what i did)

OFFICEROBIN2
Level 2

E file W2

Yes, just print off w2s in quickbooks.

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