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Mcsbend
Level 3

Filing Oregon W2 & 1099's thru iwire

First year to switch to Quickbooks Online after 20 years in Desktop.  We pay for a payroll subscription and have automatic tax payments & forms done by Quickbooks.  However it seems that QBO doesn't actually file all the forms with the state - i.e. the W2 and 1099?  In Desktop Payroll I could export an XML sheet that was ready to upload to the Oregon's website.  I can't find any such option in QBO.  How is this to be done in QBO?  

8 Comments 8
Maybelle_S
QuickBooks Team

Filing Oregon W2 & 1099's thru iwire

I can see the importance of filing W-2 and 1099, Mcsbend.

 

Currently, QuickBooks Online (QBO) doesn't support the electronic filing of State W-2s and 1099s. Also, exporting QBXML data is only available in QuickBooks Desktop (QBDT).

 

You can export W-2 and 1099 in PDF format and use a third-party converter to upload in Oregon through iwire.

Here's how:

 

  1. Go to the Taxes menu and select Payroll Tax.
  2. Proceed to the Filings tab. 
  3. Click Resources, then W-2s
  4. Tap View to open the forms in a PDF file. Then, you can download or print it.

 

For 1099, follow the procedure below:

 

  1. Go to the Payroll menu and click on Contractors
  2. Select Prepare 1099s and follow the prompts.
  3. Click on Finish preparing 1099s and select Print and Mail.
  4. Tap the type of form you are printing and select Print sample on blank paper
  5. Choose Yes, looks good! 
  6. Confirm the form you want to print and select View selected 1099 contractors to confirm your contractors.
  7. Hit Print on 1099 forms, then Print to complete your printing.
  8. Press on the Download icon when you're on the Print Preview page.

 

Otherwise, you'll manually create an Excel file.

 

You can check these articles for more information:

 

 

Feel free to visit these pages for additional guidance and resources when finishing all your payroll tasks in QBO:

 

 

Let me know if you have other questions about filing W-2 and 1099 in QuickBooks. I'm always here to help. Take care.

Mcsbend
Level 3

Filing Oregon W2 & 1099's thru iwire

How can i export an excel file with all the necessary information ?   Certainly with full payroll I don’t have to manually type 70 W2s for my state!!!???!!!

Mcsbend
Level 3

Filing Oregon W2 & 1099's thru iwire

  Certainly it isn’t expected for employers to manually type all information for state w2s for all employees!!??!!   So how can a file with all the necessary payroll information that is on a w2 be exported into excel to then be manually  formatted  and uploaded?   And or can someone recommend a third party app that turns a pdf into an xml with all the fields properly mapped!?   I am floored that this is such a major oversight in QBO!!

GenmarieM
QuickBooks Team

Filing Oregon W2 & 1099's thru iwire

Hello there, @Mcsbend.

 

I know that this has been a challenge on your end to manually type all the information on the W-2 in your QuickBooks Online (QBO).

 

Let me provide some steps to export W-2 information without manually typing them. 

 

You can generate a Payroll Summary report as it includes all the information on your W-2, and payroll totals, including employee taxes and contributions.

 

Here's how:

  1. Go to Reports and select Standard.
  2. Scroll down to the Payroll section, then select Payroll Summary. You can also enter the report name in the search field to find it.
  3. Set a date range, then select Apply.
  4. In case want to include or hide a specific detail in this report, select Customize, then Run report.

 

Moreover, I'm adding these articles that tackle processing federal and state forms, including the status of your tax payments: 

 

 

Please don't hesitate to return to this post if you have concerns about your W2 forms in QuickBooks Online. I'll be here to lend a helping hand.

Mcsbend
Level 3

Filing Oregon W2 & 1099's thru iwire

The payroll summary does not include all the information that is on a W2.   

It does not include the SSN, Address, SS wages, Medicare Wages, Information in Box 10, 12a, 13 or 14.  

Also the information that the payroll summary does give has it in the wrong format - It needs to be a list of the employees in the rows and the information across in the columns in order to be able to import it to a spreadsheet that is acceptable.  Otherwise I'd have to copy and paste every single piece of information. 

 

If I can export the W2 to a PDF and then send to a 3rd party app to convert it to the proper format, that would work - but can someone please direct me to an app that will do this in a secure way? 

GlinetteC
Moderator

Filing Oregon W2 & 1099's thru iwire

I appreciate you getting back to us and providing an update about the electronic filing of Oregon W-2s and 1099s, Mcsbend.

 

I can guide you through how to look for a third-party party application that can integrate with QuickBooks Online and offer the functionality to help export the W2 to a PDF format to ensure it is converted to the proper format.

 

To check for apps compatible with QBO:

 

  1. Go to Apps.
  2. Click Finds Apps.
  3. Browse for an invoicing app in the Search for an app field.
  4. Click Get App Now if you found one.

 

Furthermore, you may refer to these resources for future guidance on printing W2s, wrapping up this year’s payroll, and preparing for the next with QuickBooks Online Payroll:

 

 

Keep me posted if you need further assistance managing state W2s and 1099s in QuickBooks. I'll be here to provide you with the support you need.

nicolepiehl
Level 1

Filing Oregon W2 & 1099's thru iwire

I am floored that QBO cannot do this, although I shouldn't be surprised since QBO cannot do a lot of things that the desktop version does! Not being able to file W-2s and 1099s with Oregon iWire is unacceptable!! At the very least, there should be some sort of notice or warning or something in the client's QBO payroll that says these are NOT filed with the State! An employer looking at their payroll tasks will assume this is done since QBO says "all good we've got you covered" and "coast is clear". You are not servicing your QBO clients this way at all and are opening them up to penalties for failure to file. This needs to be fixed in QBO payroll or at the very least, there should be a statement in QBO full payroll stating that it may not be compliant with State filing requirements!

ZackE
Moderator

Filing Oregon W2 & 1099's thru iwire

Thanks for joining this thread, SF27.

 

I can certainly understand how an ability to file W-2s and 1099s with Oregon iWire could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

If there's any questions, I'm just a post away. Have a lovely Thursday!

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