Filing w2/NJ-W-3

Thanks for the info...

I'm also a business owner in NJ.

How do I generate the state wages info (fields 16 and 17 on the IRS W2 form) for each employee considering quickbooks apparently doesn't process the W2 for my state?

Where can I find this information?

How can I generate a spreadsheet for my state similar to the one that can be generated for federal?

Hello there, @ggossamer.

You can pull up the wage state listing report to generate all the state wages information that you need for the W-2 forms.

To do that:

1. Click on Reports at the top menu bar.
2. Choose Employees & Payroll.
3. Hit on More Payroll Reports in Excel.
4. Select Tax Form Worksheets. 
5. An Excel file will open and hit on Enable Edit at the top.
6. Select State Wage Listing on the QuickBooks Tax Worksheet window.
7. Choose the correct date range and press on Create Report. 

To learn more about the reports that you can pull up in QuickBooks Desktop and on how you can customize it to show the information that you need, please see these links:

• Understand reports
• Customize reports in QuickBooks Desktop

I'm just a few clicks away if you have any other questions, ggossamer. I'd be happy to help. Have a great night!

Thanks for the info....

I realize all of that...

What I wanted was how to file w-NJ-W-3 online and apparently you can't...even though I received a notice from NJ mandating that I file it online.

thanks for the reply

Dave

Thank you for your help.

I'm now having difficulty generating the right information to complete Box 17 - "State income tax". How is this populated? How can I determine what information is used there?

Hey there, @ggossamer. Thanks for providing an update.

You can get the total income tax to input into Box 17 by running a Payroll Summary report. It's super easy and only takes a moment. Check it out:

1. Go to Reports, Employees & Payroll, then Payroll Summary.
2. Click the Dates drop-down and choose Last Calendar Year.
3. The number is equal to the amount of the state withholding in question.
4. You can double-click on the amount to see what transactions contribute to the total.

To find out how to obtain the information needed to fill out the NJ W-2, check out: W2 form boxes explained

That's it! Please reach out if there's anything else I can do to help, I'm determined to be your number one resource for QuickBooks Desktop Payroll.  Cheers to a safe and productive week ahead!

NJ has now mandated that all Form NJ-W3s be filed electronically. In my version of QB Desktop (2019) e-filing of the NJ W3 wasn't available.  I downloaded Desktop Pro 2021 and it still isn't an option.

Am I missing something?  I heard from someone that uses QB Online Payroll and it is available there.  I use the Enhanced Payroll service.

Thanks for keeping us posted, Mark2020NJ.

Yes, you have the option to electronically file the Form NJ-W-3 in QuickBooks Online Payroll. However, it not available for QuickBooks Desktop Payroll. You'll want to print the form and then mail it to the state agency.

For more details about our payroll tax forms and payment submission, you can look into the New Jersey Payroll Tax Compliance page. 

Let me know if you have other questions. Take care!

NJ is now requiring the e-filing of annual W2/W3 forms.  How is this accomplished via Quickbooks Desktop? Thank you.

Hi kegcpa,

I'll help you by providing information about the W-2s for New Jersey in QuickBooks Desktop.

Currently, the filing option available in QuickBooks Desktop is print and mail. We can generate a tax form worksheet to get the details. Then, you can find a tool to create a W2 form with a format that is acceptable for uploading W-2's in your agency's gateway. Please check out the State of New Jersey's instructions (page 3).

Before creating the worksheet, please be sure to download the latest tax table. Then, run the tax form worksheet using the steps below:

1. Click the Employees menu and choose Payroll Tax Forms & W-2's.
2. Select Tax Form Worksheets in Excel.
3. Select Annual W-2/W3.
4. Select Last Year in the Dates section.
5. Click on Create Report.

If you have other questions in mind, please don't hesitate to go back to this thread.

I do not see the answers on how to efile NJ W-3, which is required in 2021 for 2020 NJ W-3. How to efile NJ W-3 for the 4th quarter of 2020 NJ W-3 ?

It looks like you're getting ready to file NJ W-3, PL2019. Let me share additional information about this.

Like my colleague said, the filing method available for the NJ W-3 form in QuickBooks Desktop is to print and mail only. You may consider reaching out to your state agency so they can advise if there are options available for you.

You may also run the Payroll Summary report and then file your state W-3. Here's how:

1. Go to Reports located at the top.
2. Select Employees & Payroll > Payroll Summary.
3. Choose the Dates and click Refresh.

Once done, go to the State of New Jersey's requirements to file the forms.

You can also check this guide for the New Jersey Payroll Tax Compliance page.

Please let me know if you have any additional e-filing concerns in QuickBooks or any other questions. I'll be right here to help.

Thank you for your reply.  Enhanced payroll does not have an official NJ W3 form for me to print out like 2019 year. It only print out a NJ W3 Report for Information Purpose Only. It also said "Do not file this page". If I cannot efile, at least it could allow me to print out the regular form for me to do paperfiling. Why it does not have it ?

Thanks for getting back to us, PL2019.

Base on the link I provided above, we can follow the necessary instructions needed to file NJ W-3. You can see more details regarding the forms reporting requirements in this link: New Jersey Income Tax Withholding Instructions or may call the Division of Taxation Customer Service Center number given.

Please let me know if you have any follow up questions on this. I want to make sure everything is taken care of for you.

Not sure if you can help but the NJ-W-3 form is only printing for Informational Purposes Only. Normally we have a mail the NJ-W-3 into the State of NJ with copies of the W2's. Do you have any suggestions? 

Renee

Hi there, @rbatchelor.

When printing the form, you have the option to select the items you want to print. You can choose from Tax form(s) only, Tax form(s) and filing instructions, or Specific form(s). As mentioned above, you reach out to your state agency for options on how you can mail the form.

You can also click on the View filing and printing instructions link for additional information or instructions.

To stay complaisant with the New Jersey payroll tax regulations, I recommend opening this link.

If you have any other questions, please let me know by adding a comment below. I'm always here to help. Keep safe always!

Thank you for trying but for the State of NJ states that  the forms MUST be Electronically Filed.  They are not accepting mail at all. 

Can QuickBooks set up the Efile option just like the Forms 940 and 941 and W-2s?

Yes, QuickBooks will help you e-file your payroll forms, rbatchelor.

Just make sure to complete these requirements:

• An active QuickBooks Desktop Payroll Enhanced subscription.
• A supported version of QuickBooks Desktop.
• An internet connection.
• The most recent payroll update.
• To change the filing method of the Federal forms to E-file.
• You are enrolled in the IRS e-File Program.
• The 10-digit PIN you obtained after enrolling in the IRS e-File Program.

And, here's are the steps on how to e-file federal forms:

1. Go to Employees, then Payroll Tax Forms & W-2s, then Process Payroll Forms.
2. In the Payroll Center, select the File Forms tab.
3. Choose the form you need to file from the list, then select File Form.
4. Select the form filing period and click OK.
5. Review the forms and select Check For Errors. If needed, correct any errors.
6. Click the Submit Form button.
7. Choose the E-File button and follow the on screen instructions to submit the form.

Within 24-48 hours, you should check the status of the form you submitted.

Also, I've added these links to see whether you need to file forms with payments or separately for your state:

• E-file state forms and e-pay state taxes separately in QuickBooks
• E-file state forms and e-pay state taxes together in QuickBooks.

Let me know if you need additional information concerning payroll. I'll be right here to help you with QuickBooks.

I'm also trying to submit my NJ W-2 using QB Desktop 2018. Clicking "E-File State W-2" in "Other Activities" reports that NJ isn't a supported state. What am I missing?

I'm also trying to file my NJ W-2 electronically. Clicking on "E-File State W-2" in the "Other Activities" section says that NJ is not available in this way. What am I missing?

Hello there, @ggossamer. 

I'm here to share details about e-filing NJ W-2's through QuickBooks Desktop (QBDT). This way, you're able to determine the next steps you need to take care of this issue.

Currently, e-filing NJ W-2's in QBDT isn't available. You'll have to generate a payroll tax worksheet to get all the necessary details and then manually upload your W-2 file to the state agency. I'd recommend checking out this article to learn more about this process:  Specifications for reporting W-2 information via electronic filing (Page 3).

You need to make sure you've downloaded the latest payroll tax table update before generating your NJ W-2's. This ensures the data you have is accurate. When you're ready, here's how to generate a payroll tax worksheet.

1. Go to the Employees menu.
2. Choose Payroll Tax Forms & W-2's.
3. Select Tax Form Worksheets in Excel.
4. Click Annual W-2/W3.
5. Select Last Year in the Dates section.
6. Select Create Report.

Additionally, to ensure compliance with the state payroll tax regulations, you can refer to this article: New Jersey Payroll Tax Compliance. It includes topics about tax forms, withholdings, unemployment and other tax, and e-file and pay information to name a few.

Please let me know if you have other payroll concerns or inquiries. I'm just around to help. Take care always.

NJ requires Form W-3 to be e-filed and QuickBooks Desktop should support the request to provide the service for the users.  All other forms are enabled.  Would be nice if QuickBooks would take the steps necessary to develop and submit Form NJ-W-3 online and not just post a link to a NJ.gov site which then suggests we email the State for a username and password.  

The form is not uploaded, but the data entered.  You will need a MyNJ account then premier business account to login, enter the W-2 then submit the NJ-W-3 form.  A few added steps.  

If you are e-filing the WR-30/927 forms use your PIN from that account to register and keep the business under one login.