Payroll - W-2 E-File

 

Function

This task Creates the EFW2 data file required by the Business Services Online Electronic File Upload as Specified by the Social Security Administration. In most cases this single upload to the U.S. Government also fulfills all filing requirements by the various state and local agencies, but you do need to refer to local requirements as presented by your various State Agencies.

 

Magnetic Media filing is no longer allowed, though some States do require that you submit the file created by this process on a CD-Rom.

=> To access this task...

Select W2 Processing from the Periodic Processing menu, then select W-2 E-File.

W2 E-File Preparation

About the Fields

In the Year field...

• Enter the Calendar Tax Year being processed.

In the EFW2 File Path field...

• Enter the Name and Location to place the created file. Remember this for the Verification and Upload Process.

When done making selections...

• Click the to process the requested action.  

If the W2 Calculation task has not been run, the system will issue this prompt:

 

 

When the process is complete, you are returned to the Payroll W2 Process Menu.

If you receive this message, please contact your AddonSoftware Dealer for the necessary Updates. The W2 E-File Program varies from Tax Year to Tax Year, as such a specific program is used for a specific tax year.  

Be sure to Download the latest version of AccuWage Software from the US Government Site https://www.ssa.gov/employer/accuwage/index.html

Run the Test against your Generated File.

 

You should get the warning about Employer/Agent Identification being the same, since you are self submitting. If you do not yet have a registration number be sure to watch the Getting Started Video and follow the Directions to get Registered. https://www.ssa.gov/bso/bsowelcome.htm

If you are registering for the first time, be sure to fill in the Registration Information In the Report Parameters Section, then reprocess starting at the W-2 Calculation task.