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smith4
Level 2

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

 
8 Comments 8
SarahannC
Moderator

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

Let me guide you where you can file the W-2 form in QuickBooks Online, smith4.

 

It can be that you've filed the form already, that is why you haven't seen the File button on the dashboard. Let's go to the Archived Forms first and check if the form is there.  From there, you'll be able to see all the filed forms.
 
Here's how:
  1. From the main menu, click Taxes.
  2. Select the Payroll Tax tab. Then, click the View and Print Archived Forms under Annual Forms.

 

If the W-2 form is not there, we can file your W2 on the Taxes page. It's another way of filing the payroll form aside from the dashboard. I would like to make sure that you'll be able to get the process.

 

The steps below will guide you on how to do it:

 

  1. Follow the first step above.
  2. Select the Payroll Tax tab. Then, click the Annual Forms under Forms.
  3. Select the form and click the Submit button.

W2.PNG

 

I would like to attach these articles. I can see that you've done checking one of them but would still include it so you can have it anytime you need a reference about the W2 form.

 

 

Let me know if you have other questions about filing your payroll forms. Thanks!

smith4
Level 2

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

Hi there. Thanks for following up.
 
Under the Payroll Tax tab I see only this:
 
"We haven't filed any tax forms for you yet. When we do, we'll post copies here for your records."
smith4
Level 2

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

In the first set of instructions I don't see a "View and Print Archived Forms"

 

In the second set, under #2, there is no "Annual Forms" option to select from.

 

Thoughts?

 

Thanks,

Dave

YvetteVelarde
Moderator

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

@smith4 It's great you are using our resources to find your answers to questions about QuickBooks. If you do not see the option to file W-2's and you have not previously submitted them it could be that we do not have 2019 payroll data to produce them. Did you run payroll with your current subscription for 2019?

smith4
Level 2

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

I did from Quickbooks Desktop. I migrated about two months ago.  Shouldn't that information have migrated over as well?

smith4
Level 2

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

Still seeking an answer on this. I did run payroll through Quickbooks last year but I was on the desktop version.  Can I still run a W2 now that I'm on the online version?  What steps do I need to complete to do that? Remember, while I've run my first payroll for online I'm still not seeing any forms in that section. See attached.payrollcenter.png

smith4
Level 2

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

...I also need to run last quarters Florida RT-6. I just tried from desktop but it said I have to reactivate. It would have been great if the sales guy told me that none of this was going to be transferred during the desktop-to-online process.

MirriamM
Moderator

For Quickbooks Online, how do you file a W2? the instructions say go to tasks on dashboard, then click on show more , then file now. There's no "file now".

 

Hello again, @smith4.

 

When importing data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), payroll information will not be transferred, it'll only carry over company and employee information. You can either enter prior payroll or run it normally in the online version.

 

In your case, since 2019 payroll data wasn't entered, you may need to temporarily reactivate your payroll account in QBDT. So, you can file the forms from there. You can contact our Customer Support team for guidance. 

 

To learn more about export limitations, you can check this article: Export limitations - QuickBooks Online to QuickBooks Desktop.

 

Please let me know if you should have any questions concerning QuickBooks. I'm always here to further assist. Have a great day!

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