6i._Create_the_electronic_W_2_file

6i. Create the electronic W-2 file

Let's find out if your organization needs to create an electronic W-2 file.


Do you have more than 10 information returns (W-2s + 1099s + 1095s) at your site?

  • Yes, there are 10 or more information returns at my site. You are required by the IRS to submit your W-2 information electronically. Complete this section to create an Electronic W-2 File.

  • No, there are less than 10 information returns at my site. You can submit your W-2 information according to the instructions that have been provided to you by the IRS, or you can file W-2s online.

 

STOP!


Did you answer yes to the question?

 

Watch a video - Steps 6i-j. Create BSO ID, Create electronic file, Update electronic file

 

 

How do I create an electronic W-2 file?

Use Connect Payroll >Government Reporting > Create Electronic W-2 File to create the electronic W-2 file that you will submit to the IRS. To learn how, see How do I create an electronic W-2 file?.


Important!

  • Review the YYYY in the file name matches the year being filed. If you changed the tax year to 2023, you may also need to change the YYYY to the tax year being filed. You can change the file name when you set up the electronic file or you can change the file name of the electronic file after it has been created on your computer. We recommend changing the file name before you submit the electronic file to the IRS. 

  • Follow the naming guidelines outlined by the state entity that will receive the electronic W-2 file for submitting an electronic W-2 file.

 

How do I use AccuWage to test my electronic W-2 file?

After your electronic W-2 file is created, use the AccuWage application to test it for correctness. AccuWage is a free internet application from the Social Security Association. You can use it to check EFW2 (W-2 Wage and Tax Statements) and EFW2C (W-2C Corrected Wage and Tax Statement) formatted wage files to make sure the file is formatted correctly.

To learn how, see Using AccuWage to Check W-2 Forms for Correctness.

 

 

 

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