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SDavis52
January 19, 2024
Question

W2's not saving a draft

  • January 19, 2024
  • 1 reply
  • 0 views

I have to make local tax adjustments on all 250 of my W-2s.  I can't do this all in one sitting, however, when I save and close, it does not save a draft.  Why?  It starts the interview over every time I create the forms.  I know in previous years when I selected to create the forms, it asked me if I wanted to open a draft or start a new form.   HELP

1 reply

Bryan_M
Bryan_M
January 19, 2024

I appreciate you for raising your concern here, @SDavis52.

 

I see how challenging it is on your end to save a draft to your adjusted W-2 local tax. Let me help you fix this.

 

First, let's update your QuickBooks Desktop (QBDT) to the latest release this will fix technical issues in the system. Here's how:

 

  1. Open QuickBooks Desktop.
  2. Press F2 (or Ctrl+1) to open the Product Information window.
  3. Check your current version and release.

    See if you have the latest release available for your QuickBooks Desktop version:

Then, install the update. Feel free to read this article's detailed steps: Update QuickBooks Desktop to the latest release.

 

Once done, let's also update your tax table for accurate rates and calculations of your tax.

 

Meanwhile, you can read the year-end checklist to wrap up this year's payroll. It includes essential tasks such as processing employee bonuses, preparing W-2 and 1099 forms, and verifying year-to-date totals for each employee.

 

You can return to me again if you need further assistance preparing your local tax forms in QBDT. Kindly tap the reply button to enter your response. I'm always here to help you in any way.

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