Not to worry, kerryboersma. I've got the steps you'll need for creating the file you can upload to your state agency.
The process is pretty easy. Here are the steps:
- From the Employees menu, select Payroll Tax Forms & W-2s, and then create State W-2 E-file.
- Click Continue twice, then select your state from the drop-down, and then select Get QuickBooks Data.
- Select OK.
- Choose the Add-Ins tab to locate the QuickBooks Payroll State W-2 drop-down. Then, select Start Interview.
- Check the box I understand that I must review my data and answer the following questions. Then, select Next.
- Note the file name and location. Select Next.
- Answer the questions in the interview and review any auto-populated info. Then, click Next until you reach the End of Interview.
- Choose the Create W-2 File option, then select OK.
- Select Yes to save the Excel workbook for your records.
Afterward, go to Ohio's state website. From there, follow the instructions to upload the EFW2 file to complete the process. You can use this article to make sure compliance with state tax payroll regulations: Ohio Payroll Tax Compliance.
Please get back to me if you have any other W-2 concerns. I'm here to help.
