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Replying to:
ReymondO
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Hello, Terri.

 

I'm happy to provide guidance on submitting W-2 forms for local municipalities.

 

The forms you've electronically submitted to the SSA are for Federal tax filings. If you need to submit a copy for your state, you'll need to create a State W-2 E-file and manually upload it to your state agency website. Here are the steps:

 

  1. From the Employees menu, select Payroll Tax Forms & W-2s, and then create State W-2 E-file.
  2. Click Continue twice, then select your state from the drop-down, and then select Get QuickBooks Data.
  3. Select OK.
  4. Choose the Add-Ins tab to locate the QuickBooks Payroll State W-2 drop-down. Then, select Start Interview.
  5. Check the box I understand that I must review my data and answer the following questions. Then, select Next.
  6. Note the file name and location. Select Next.
  7. Answer the questions in the interview and review any auto-populated info. Then, click Next until you reach the End of Interview.
  8. Choose the Create W-2 File option, then select OK.
  9. Select Yes to save the Excel workbook for your records.

 

Once you've completed these steps, go to Ohio's state website and follow the instructions to upload the EFW2 file to complete the process. You can use this article to ensure compliance with state tax payroll regulations: Access state agency websites for payroll.

 

If you want to get a copy of your W-2 forms that were filed to SSA, you can simply go to the File Forms sections and print the form from there. For complete guidance, please refer to this article: How to Print W-2 and W-3 forms.

 

Please let me know if you have any other W-2 concerns. I'm here to help. Have a good one.

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