Question

EFW2 format for local filings

Forum|Forum|5 years ago
February 23, 2021
4 replies
0 views

I was looking for a way to format my OH local filings for the EFW2 but the instructions did not pull the local withholdings. Anyone out there that files RITA-OH local filings have any way to do this within QB's desktop would be nice to know how to do this so I would not have to mail the W2s.

QuickBooks Desktop Payroll

G

GlinetteC

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.

N

NAILDR

my state of ND is not in the list to efile EFW2 :(

Does this mean I cannit efile my W2s

G

GlinetteC

Hello there, NAILDR.

Not to worry, I'll make sure you can electronically file your W-2s via QuickBooks Desktop. Let me walk you through the steps:

Open QuickBooks.
Select Employees, then Payroll Tax Forms & W-2s, and then Process Payroll Forms.
In the File Forms section, select your state worksheet.
Review the Select Filing Period year and change it if you need to.
Select Ok.
Fill out the W-2 worksheet and select Check for errors to make sure everything is correct before e-filing.
When you’re ready, select E-file.
Enter your email address and contact phone number.
Select Submit.

The following steps should let you e-file your W-2s in no time!

You can check out these articles to learn more about state W-2s:

Please get back to me if you have any other W-2 concerns. I'm here to help.

T

terrimyers

since we filed electrically to ssa. whe can we find the file to copy and send to our local muncipalities.

R

ReymondO

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:

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.

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.

T

terrimyers

I do not need state filing. I need to know where the SSA -w2 file is located. it is already in the format and my cities are in there. If you look at other responses, they told quickbooks the same thing. WE DO NOT NEED THE STATE. WE NEED THE SSA. IT IS ALREADY IN THE FORMAT US USERS NEED!!!!!

C

CamelleT

I'll help you secure a copy of your W-2 forms that were filed electronically to SSA, terri.

To get a copy of the file and print the form, please follow the steps below:

Update QuickBooks and the payroll tax table.
From the Employees dropdown, click Payroll Tax Forms & W-2s, then Process Payroll Forms.
From the File Forms tab, scroll down and select Annual Form W-2/W-3 - Wage and Tax Statement/ Transmittal. Then, click Create Form.
Select all or individual employees to file.
Enter the year and hit OK.
Click all or individual employees to print.
Hit Review/Edit to review each W-2. Reviewed W-2s have a checkmark in the Reviewed column.
If you're done, select Submit Form and follow the steps to print the forms.

Moreover, I'll add this article to give details on tax forms, withholdings, unemployment, and other tax, e-file&pay information, general state and agency information, and employer registration depending on your state: Payroll Tax Compliance Links.

Comment below if you have further questions about your W-2 forms. I'll be here to help.

T

terrimyers

I do not need copies for the form. I need the file itself. I think it is in quickbooks/company file name/taxforms, but I am not sure. Just trying to see where quickbooks keeps this file. I can use this this file to file my local taxes with. It has to be EFW2 format to file with the IRS and SSA

K

kerryboersmaAuthor

Go to the employee center, click on payroll tab,then on File forms tab and on the bottom click on e-file state w-2 and that should work for your local filings as well. You may have to tweak a few columns but it should work for you.

M

mkm90

RITA (Regional Income Tax Agency) is requiring an EFile upload for the local tax and I can't get that out of Quickbooks. ANY recommendations would be very helpful.

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