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Since QBO does not handle local tax filings, how do I get a W-2 for downloading in EFW2 format so I can independently upload it to the local tax processing site?

 
4 Comments
QuickBooks Team

Hello there, christinelynn16, Let's download your W-2 dat...

Hello there, christinelynn16,

Let's download your W-2 data and file it to the state agency.

There are states that QuickBooks supports W-2 filing. To verify if your state is included, I recommend checking out  the Payroll Tax Compliance article.

If your state is included, you can choose to have it filed electronically or have the signature-ready form to be printed, signed, and mailed to tax agency.

Since you want to independently upload the W-2 to the local tax site, you can view, print, or download the copy of the form by following the steps below:

  1. Go to the Taxes menu, then choose Payroll Tax.
  2. Select Annual forms under the Forms section.
  3. Locate, and click the W-2, Copies A & D hyperlink.
  4. Follow further instructions, and answer all necessary questions.
  5. Select View.
  6. Click the Print or Download icon.

You can also pull up the Tax and Wage Summary Report or the Payroll Details report for further reference in filing the W-2 form to the state agency.

Once you have all the needed resources, you're now all set to file/upload your W-2 form independently.

For additional information, you can go through these articles: 

Please don't hesitate to leave a comment if you have further concerns about filing W-2 form in QuickBooks. I'm just around if you need help.

Not applicable

Re: Hello there, christinelynn16, Let's download your W-2 dat...

While I appreciate the response, it wasn't terribly helpful.  I have already tried to download the PDF of the W2 forms and upload those and the Ohio RITA will not accept that format.  They specifically ask for a "EFW2 format" (which is created by the SSA -https://www.ssa.gov/employer/EFW2&EFW2C.htm).

 

As I mentioned in my original post since QBO does not support LOCAL tax filings, we have to file those independently (so no QBO cannot do that electronically as much as I would love that).  Hence my request - the Ohio local authority RITA wants the W2 data to be uploaded in EFW2 format.  I am assuming that since QBO does electronic filings with the federal government, it has the capability to create a EFW2.  I would like to be able to download that format NOT a PDF.

 

 

QuickBooks Team

Re: Hello there, christinelynn16, Let's download your W-2 dat...

Hello there, @christinelynn16.

 

Thanks for getting back to us. Allow me to join this thread and help provide some insights about W2 form in QuickBooks Online (QBO). 

 

Intuit wants to make sure our customers are compliant with their state guidelines. However, in QBO, there's isn't an option to download the W2 data in EFW2 format. I can see how this feature would be helpful, you may want to submit this idea to our product developers so they'll be able to include this in their next product update. 

 

Here's how you can send feedback:

  1. Click the Gear Icon.
  2. Select Feedback
  3. Click Next and choose Feedback under Category option.
  4. Select Save

You may also check the articles provided by ReaM on her post above to learn more about W2 in QBO. 

 

Please know that you're always welcome to post if you have any other concerns. We're always here to help you out. Have a good one. 

Not applicable

Re: Hello there, christinelynn16, Let's download your W-2 dat...

This is totally ridiculous and unacceptable.

 

I have clients in Idaho and Colorado. Not having an EFW2 file means that I'll either need to hire a person to manually enter all of those W-2s at the state level or mail them. 

 

This isn't a "feature request": this is core product functionality. In these states the preparer has to submit the W-2s electronically if the form is submitted electronically. You can't honestly claim to provide e-filing of the Idaho Form 967 if you don't give me the file to upload!!!

 

I thought Intuit wanted *accountants* to see QBOA as a viable alternative to Desktop. How could that be when things like this come up? How could I possibly look another accountant in the eye and honestly suggest they move to this product from one that offers what they need to do their job (like QB Desktop)?

 

The answer isn't to have accountants beg for the minimum viable product. The answer is to apologize and fix it.

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