Learn How to Create W2 In QuickBooks Desktop

The W-2  records an employee's yearly pay and adds to charges. You need to fill out these forms carefully since the IRS will compare the data with your income and tax records after you yield them. Users of QuickBooks Enhanced Payroll must create W2 in QuickBooks Desktop and fill out forms by hand. QuickBooks Full Service Payroll, on the other hand, calculates taxes and files them automatically.

We'll walk you through the steps of utilizing QuickBooks Desktop to create W2 in QuickBooks in this blog post electronically. This approach guarantees compliance with tax laws while saving time. You can easily submit these forms electronically if you use QuickBooks Desktop Payroll Enhanced and are enrolled in the IRS e-file Program with a 10-digit IRS e-file PIN.

Follow these steps if you are using any of the specified payroll products to streamline your year-end payroll tasks. For more detailed assistance, call us at +1.833.802.0002, so that you can optimize your payroll processes efficiently.

Methods to Create W2 Files in QuickBooks

We mention some methods to create W2 files in QuickBooks.

Method 1: Manually Creating W2 Files On the desktop

We can manually create a W2 file and avoid QuickBooks compile error in hidden module. Here's how:

1. Access the ‘Employees’ menu, select ‘Payroll Tax Forms & W-2s,’ then create ‘State W-2 E-file.’

2. Click ‘Continue’ twice.

3. Select your state From the dropdown menu and click ‘Get QuickBooks Data.’

4. Press ‘OK.’ Address any errors or missing information if necessary.

5. Go to the ‘Add-Ins’ tab, locate the QuickBooks Payroll State W-2 dropdown, and select ‘Start Interview.’

6. Check the box acknowledging that you must review your data and answer the questions. Click ‘Next.’

7. Note the file name and location, then click ‘Next.’

8. Answer the interview questions, reviewing any auto-populated information.

9. Continue selecting Next until you reach the End of the Interview.

10. Choose ‘Create W-2 File’ and then click ‘OK.’

11. Confirm by selecting ‘Yes’ to save the Excel workbook for your records.

Method 2: By Using QuickBooks Payroll Service-

Besides the manual method, you can create W-2 files in QuickBooks using the QuickBooks payroll service. To create W-2 files using QuickBooks Payroll Service, follow these detailed steps:

1. Check if you have an active QuickBooks Payroll subscription. 

2. Go to Employees > Payroll Center to ensure all payroll data is up-to-date.

3. Review employee details, payroll items, and year-to-date payroll data for accuracy.

4. Search for the Payroll Center and enter the 'File Forms' tab. 

5. Find and click 'Annual Form W-2– Wage and Tax Statement/Transmittal' from here.

6. A list of employees will appear. 

7. Ensure all employees for whom you need to create W-2 forms are selected. 

8. If any employees are missing, check their payroll records to ensure they're included in the payroll service.

9. Click 'Review/Edit' to inspect each employee’s W-2 information.

10. QuickBooks will auto-fill this data based on your payroll entries. 

11. Verify details such as Social Security numbers, addresses, and wage information. 

12. Once verified, click 'Submit Form' to generate the W-2 forms. 

13. QuickBooks will compile the information and prepare the forms for submission.

14. Select the option to e-file.

15. After filing, QuickBooks will provide options to print your employee's copies of the W-2 forms.

Both methods explained above to create W2 are clear to readers. To get the proper assistance for your problems, we have a professional expert in our teams. Our skilled and experienced team members will help you create W2 in QuickBooks Desktop. To seek help, you can contact us via +1.833.802.0002. 

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