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Level 1

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?

 
18 Comments
Highlighted
QuickBooks Team

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?

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.

Highlighted
Level 1

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?

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.

 

 

Highlighted
QuickBooks Team

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?

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. 

Highlighted
Level 1

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?

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.

Highlighted
Level 1

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?

*BUMP*

 

It's now January of 2020; has QuickBooks fixed this yet? I have a bunch of W-2s that can only be uploaded in an EFW2 format, not PDF.

 

Just sending this as a last-ditch hope that QBO will step up and get something right.

 

For any accountants out there, make sure you read the new TOS (spolier: they aren't responsible if all of your data gets deleted or stolen; see (A)(8) and (A)(9)). You can find that here.

 

It won't matter next year: we're switching all of our clients away from QuickBooks Online. What with the regular service outages, no SLA (service level agreement: they aren't required to keep the software up and running), and unwillingness to add vital features, we can no longer serve clients reliably with this software.

Highlighted
QuickBooks Team

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?

I know where you're coming from, AltCPA. It's convenient to download the correct W-2 format.

 

Although, QuickBooks Online provides the PDF format only.

 

I've checked our records and already saw a submitted request for EFW2 format. I'll help you by sending another feedback to our management team. This way, it'll be prioritized. 

 

If you have more concerns, don't hesitate to leave a comment below. We're here to help you. 

 

 

Highlighted
Level 1

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?

Is the format available in QuickBooks Desktop? This will be my first year using the EFW2 format. Thanks in advance.

Highlighted
QuickBooks Team

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?

Hi jusdaraq,

 

It's nice to see you here again in the Community. You can follow these steps if you want to use the text file or worksheet format (EFW2) for your W-2.

  1. Click the Employees, then select Payroll Tax Forms & W-2s, choose create State W-2 E-file.
  2. On the Welcome window, select Continue. (Note: Verify if the Tax Year you are filing for is available.)
  3. On the QuickBooks Payroll state W-2 Filing window, click Continue.
  4. Next to Select State, choose the state from the drop-down menu. Then, select Get QuickBooks Data.
  5. On the QuickBooks Payroll State W-2 filing - Updated window, click OK.
  6. Correct any errors or add missing information into the file.
  7. Select the Add-Ins tab to locate the QuickBooks Payroll State W-2 drop-down menu. Choose Start Interview.
  8. Put a check mark to I understand that I must review my data and answer the following questions. Then click Next.
  9. Click Next.
  10. Answer the questions in the interview. And verify any auto-populated information. Click Next until you reach the End of Interview
  11. Choose Create W-2 File.
  12. On the State W-2 File Created window, click OK.
  13. When the Save Workbook window open, select Yes to save the Excel workbook for your records.

Please check this article for more information about efiling state forms: E-file your state W-2s with Quickbooks Desktop Payroll Enhanced.

 

Reach out to us if you need anything else. I'll make sure to help.

Highlighted
Level 1

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?

What software program are you going to? Also ready to leave QBO

Highlighted
QuickBooks Team

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?

Hi there, @Katy_W

 

Welcome to the Community and thanks for joining this thread. We have a variety of QuickBooks software to choose from. We have QB Desktop Pro, Premier, and Enterprise. For more information, see our price and pricing in this link: https://quickbooks.intuit.com/desktop/. It also includes answers to most of the common questions asked about QBDT. 

 

You can also check out our comparison chart first should you decide to switch from QB Online to Desktop. 

 

Just in case, here are our great articles for your reference. Read through: 

 

 

Keep me posted if you have more questions about the process. We're always delighted to be your guide. Have a nice day. 

Highlighted
Level 1

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?

I agree that this is totally unacceptable, Wisconsin requires the file in efw2 too.....to pay someone to sit and recreate our w-2 is unbelievable, such a disappointment in the online product.

Highlighted
Level 1

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?

QBO has to get this resolved. Every state is requiring information to be electronically filed. It's unacceptable QBO hasn't given us a way to generate an EFW2 file. EFW2 files have been around forever and it's crazy QBO has not implemented this yet. 

Highlighted
QuickBooks Team

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?

We're taking note of your feedback and suggestion, @CEC86.

 

I know how important it is for you and your business to generate an EFW2 format in QuickBooks. As mentioned by my colleagues above, this option isn't available yet.

 

Please know that this request was already been submitted. And I personally want to make a follow-up to our engineers on your behalf.

 

For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

Please touch base with me here for all of your QuickBooks needs, I'm always happy to help. Have a good one.

Highlighted
Level 1

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?

I have the same problem.  Our city passed a new ordinance that requires all employers with 25 or more w-2's to file them electronically using the EFW2 format.  My business is located in a tri-state area and we have employees that live in 3 different states, so creating a state e-file does me no good for the city filing.  

Highlighted
Level 1

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?

***I am using QB Desktop Premier 2018.  Sorry, I forgot to mention that in the last post.

Highlighted
QuickBooks Team

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?

Thanks for following on this thread, @SIX.

 

The functionality to file the W-2s using the EFW2 format is unavailable at this time. I suggest checking for a third-party application that integrates with QuickBooks and does the e-filing for you.

 

We treat all businesses fairly and know that each one has different needs, so I’m unable to recommend one. However, the Apps Center has all kinds of third-party software to choose from. 


Simply enter a keyword in the Find Applications field box or select the category in the Featured Applications section.

 

To get the payroll information, pull up the Summarize Payroll Data in Excel. Here’s how:

 

  1. In your QuickBooks company file, go to the Reports tab at the top and choose Employees & Payroll to select Summarize Payroll Data in Excel.  
    pr.png
  2. This will open a spreadsheet containing payroll information.
    pr1.png
  3. You can either print or save it as a PDF file.
  4. Follow the instructions provided by the software.

For future reference, let me provide you this guide on how to electronically file tax forms. It also includes a list of states that require W-2 filing: E-file.

 

Let me know if you have any other concerns or questions about QuickBooks. I’ll jump right back in to answer them for you. Enjoy the rest of the day. 

Highlighted
Level 1

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?

Does QB generate an EFW2 file when we electronically file our W-2's with the Social Security Administration?  If so, is there any way to access that file so we can just forward it to our local tax office?  They have told me the SSA e-file would be fine as long as it is in the EFW2 format.  

Highlighted
QuickBooks Team

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?

Hi there, @SIX.

 

Thanks for posting again in the Community. Let me share ideas about the EFW2 file format in QuickBooks.

 

We can follow the steps provided by my colleague @MariaSoledadG  on how to create an Excel File W-2 format. This way, you'll be able to forward it to your local tax office.

 

For further guidance about the steps, you can click this article: E-file your state W-2s with Quickbooks Desktop Payroll Enhanced.

 

For future reference, I've provided these articles about W-2s that might help you: 

I'm just here to help with all your QuickBooks needs. Take care.

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