just wondering which forms need to be purchased??

I want to make sure our employees will be receiving W-2's generated by Payroll service. We are currently using Premier Contractor Edition 2020 and in the past, Payroll service has issued them directly to our employees. 

I can share some information about forms that you can purchase, @lake girl. 

If you're subscribed to QuickBooks Desktop (QBDT) Payroll Enhanced, we recommend ordering W-2 paper through us. This will make sure that your employees won’t have any issues when filing.

You can use a Blank 3-part perforated paper or a Pre-printed 4-part perforated paper. Just go to QuickBooks Checks & Supplies to get your W-2 kit. 

Check out this Year-end checklist for QuickBooks Desktop Payroll article to guide you in preparing your tax forms in QuickBooks Desktop Payroll.

After creating your W-2s and e-filing them, you can print and send them to your employees by January 31. You can also upload them to QuickBooks Workforce so they can view their W-2s online. Check this article for more information about submitting your W-2 forms to the Federal and state agencies: File your W-2 forms.

Here's an article that provides you with more details about e-filing your federal tax forms and e-pay your federal taxes electronically: E-file and e-pay federal forms and taxes in QuickBooks Desktop Payroll Enhanced.

I'm always here if you still have questions about your forms. Just let me know by leaving a reply below. Keep safe and have a great rest of the day!

I want to generate, print and file my own w-2s.  I do have the QB Online Payroll Elite and the Automated taxes is turned on....however not set up in my qb file and I have filed all three quarters and preparing the 4th quarter 941.  I want to generate and print w-2 and w-3 myself.  please help.

Hi @very frustrated, I'll surely help generate your forms!

In QuickBooks Online, a payroll subscription ensures your business processes taxes and forms on time by filing them automatically. Once Automated Taxes is turned on, payroll taxes and forms will be generated and filed electronically before they're due.

Here is an article to read and learn more about: Which Taxes and Tax Forms Intuit Handles for your Business?

Therefore, I recommend contacting our Payroll Care Support to confirm the filing status of your taxes and forms. Use this link for the contact details to connect with our team online: Contact Payroll Support.

I'm adding this reference for tips and guides to utilize in preparation for the coming year-end: Complete Certain Tasks in QuickBooks Online Payroll to Prepare for the New Fiscal or Calendar Year.

Don't hesitate to post a reply below if you have other questions or concerns with payroll taxes and forms. I'm always around happy to help. Take care and stay safe!

Hello,

     I had the full service payroll through quick books January to June.  Employee quit so I discontinued the service.  What do I need to do for the W-2?

     How do I do a 1099 also?  I had a book keeper and need to send a 1099.

Thanks,

Ron Pancoast

Hi there, Generators.

If you used to have QuickBooks Full Payroll Service, we can process the W-2 forms of your employees. You can reactivate the account for year-end form filling by following these steps:

1. Click the Gear icon.
2. Select Account and Settings.
3. Choose Billing & Subscription.
4. Click Reactivate in the Subscription status field.

Once done, you can proceed with the step in preparing your 1099s. However, if you choose to print the forms and mail them to the IRS, you'll need to use pre-printed forms. With this, I'd suggest purchasing them from Intuit. 

After that, make sure to pay any outstanding tax deposits, file other forms, and print necessary payroll reports. When everything is ready, that's the best time to cancel your payroll service in QuickBooks Online. 

I'll be right here to keep assisting if you need more help in completing your other tasks. Have a great rest of the day.

Does quickbooks Plus send them as well?  I don't see that as an answer from the employee and I also don't see all those types of plans on quickbooks, so just curious if it is included, but wasn't mentioned.

Hello @julieslavens.

Thank you for reaching out to the Community regarding QuickBooks Plus and W2s. I'm happy to clarify for you.

QuickBooks Plus itself is your accounting software and doesn't create or send W2s. Payroll information won't necessarily be in your QuickBooks unless you have a payroll service that integrates (ie: QuickBooks Online Payroll, Full Service Payroll, or Intuit Online Payroll).

If you have an integrated payroll service, depending on which one, we would either create and send the W2s or you would do that manually. If you have an outside payroll service, they would typically generate W2's for you. Not sure if we file for you? Here’s how to find out.

We want to make sure you have all the information you need to get your W2s generated and filed on time. Please feel free to reply if you have any additional questions about W2s or anything else.

I'll be right here!

how do i print w-2s?

Good to see you on this thread, @Albertj. I'm happy to walk you through printing W2s.

When printing W-2, the steps to print depending on your choices. If you chose to have us pay and file your federal and state payroll taxes for you, or if you opted to pay and file them yourself. 

If you're using QuickBooks Online Payroll, here's what you'll need to do:

1. In the left menu, click Taxes.
2. Go to the Payroll Tax tab.
3. In the Forms section, select the Annual Forms link.
4. Choose either All Employees or specific employee name from the drop-down menu provided.
5. Click the W2, Copies B, C, & 2 link. It takes you to the Printable Employee Copies: Form W2 page.
6. Choose the appropriate period from the drop-down menu.
7. Click View to launch Adobe Reader in a new window.
8. Select the print icon on the Reader toolbar.
9. Click Print again.

If you're using a different payroll service, I recommend checking out this article: Print your W-2 and W-3 forms.

Additionally, to know about the answers to your most common W-2 questions to be prepared for tax season, here's a resource that you can read: How to Understand and Fill Out a W2.

Do let me know if you have any more questions about the process. I'm here to assist you anytime. Have a good one!

I also am having this issue, my employees have not received their W2's and I don't see that the file is available to download or print them.  I recently took over my position and just want to make sure things are set up as I am seeing in the properties and settings.

Greetings, @gmpost370.

I appreciate you joining this conversation. Allow me to hop in and help ensure you can print W-2s in QuickBooks Online (QBO).

The steps to print W-2s will depend on your choices. If you already followed the steps shared by my colleagues in this thread and the issue persists, I highly suggest contacting our Payroll Support team. They have tools that can pull up your account in a secure environment and help fix this for you. They can also perform other troubleshooting steps if necessary.

Here's how to reach them:

1. In QBO, click the Help (question mark) icon at the top right.
2. Select a suggested option, or type a question or topic you need help with.
3. Tick Contact Us and choose a way to connect with us.

For more information about filing and printing W-2s in QBO, you may check out these articles:

• File your W-2 forms.
• Print your W-2 and W-3 forms.

You can also visit our website to check some tips and other resources you can use in the future. Here's the link: QBO Payroll self-help articles.

I'm only a post away if you have any follow-up questions about W-2s or anything else QuickBooks. I'll be here to assist. Take care and have a good one.

We see how to file w2's but not an option for QuickBooks to mail.

Hello, MalikB.  

Mailing the W-2 forms to your employees depends on the payroll service you're using. If you're using QuickBooks Online Full Service Payroll, Core, Premium, and Elite, the W-2 forms are automatically mailed to your employees. 

If you're using QuickBooks Self Service Payroll, you'll have to print and distribute copies to your employees, as well as yourself. This also applies even if you electronically filed. I'd suggest checking out the list below to determine which copies go to the agency, to the employee, and to you as an employer:  

• Copy A - Social Security Administration (SSA)
• Copy B - Employee (filed with employee's federal tax return)
• Copy C - Employee (copy for employee's records)
• Copy D - Employer (copy for your records)
• Copy 1 - State, City, or Local tax department
• Copy 2 - Employee (filed with employee's state, city, or local tax return)

To learn more about the process above, read through this article: How to Understand and Fill Out a W2.

You can always visit this website: Understand the timing for W-2 filing, delivery, and access for you and your employees. This link contains more details about when your W-2s are filed, delivered to your employees, and when you and your employees can view and print them if needed. 

Keep me posted if there's anything else you need about the form. I'll be around to provide the information you need.

HELLO

I have been waiting to receive my employees w2 forms and it is already the 27th of January. I am getting a little nervous as to when they will arrive. Any info on this? I have the assisted payroll version and when i look for answers it judt says they will be mailed. Thank You

Hi there, JBirch77.

I'll make sure you'll be routed to the right support that can help you get the employee W2's.

Since you're using Intuit QuickBooks Payroll Assisted, it would be best to contact the support that specializes in this version. You'll want to reach out to our Intuit QuickBooks Payroll Assisted Team. They can access your account and make necessary corrections for your entries in QuickBooks.

Learn more about Intuit QuickBooks Payroll Assisted through this article: Intuit QuickBooks Payroll Assisted.

The Community is always open if you have other payroll questions. I'll be around to help. Wishing you a great day ahead.

How do I know if w2's were automatically mailed out? Is there a screen I can go to?

Hi checkhilt,

Thank you for joining in on the thread. I understand the importance of making the W-2s available to your employees as soon as possible. I'll share information about it.

If you're using the Core, Premium, or Elite payroll and enabled the  Automate taxes and forms option in your payroll settings, the W-2s would have been mailed to your employees’ home addresses via USPS starting January 20 through January 31.

Tracking the mailed W-2s is not available in QuickBooks. If the employees still don't have them after a couple of days, please contact our QuickBooks Online Payroll Support so they can use more tools to check this further.

Alternatively, if you’ve invited your employees to QuickBooks Workforce, they can see and print copies of their W-2s from there.

You can always go back to this thread if you have other questions about W-2s. Take good care always!

What do I do when we switched from Desktop to Online last year and BOTH have sent W-2's to the IRS? Desktop sent from Jan-Oct, Online sent Jan-Dec since the payroll tax information was transferred over from Desktop.

I know how important it is to make sure your W2 filing is accurate, lagunarv215. I'm here to ensure this gets further checked, so you'll be guided on what to do.

I'd suggest contacting our QuickBooks Support Team to find out if they can cancel the Form W-2s. They're equipped with tools to securely pull up your account. They can also determine what to do with the filed forms. 

Here's how to reach out to our support:

1. Click the Help (?) icon at the top.
2. On the Assistant tab, click Talk to a human.
3. Enter your concern in the Type something field, then click the send icon.
4. Click I still need a human.
5. Select Get help from a human.
6. You can either select the Chat with us or Have us call you option.

Additionally, I've included these articles that'll help you learn more about managing and filing W2, so you’re always prepared for tax season:

• File your W-2 Forms
• How to Understand and Fill Out a W2

I'm only a post away if you need more help in completing your other tasks in QuickBooks, lagunarv215. It's always my pleasure to help you out again.

How do I get them when I closed the company and am was unable to pay the bill before disconnected 

Welcome to this thread, @Jason159. I'll be your QuickBooks guide today.

If you have canceled your Quickbooks Online account, you'll still have read-only access to it for a year. 

To get your information, log back in and get your data so you can export data to Excel

as a reference when you file your forms manually.

Otherwise, you can no longer get any data from your closed company.

I've also added this article to know more about what's going to happen after you cancel the account: What happens to my QuickBooks Online data after I cancel?.

Keep in touch and post some more of your concerns if you have any. I'll be here to be your guide.

My employees still didn’t receive their w2. I’m on assisted payroll. Please help. It’s 2/9/22.