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B
BL007
January 30, 2024
Question

W2 & W3 efiling

  • January 30, 2024
  • 1 reply
  • 0 views

The efile submission of a clients W2's & W3 through QuickBooks was successful and is now sitting in the BSO queue waiting to be accepted. It has come to light that the client has inadvertently omitted an employee from the original documentation and was not filed with the original efile submission. I'm looking for guidance on filing this additional employees W2 electronically. It is not really a corrected W2, but is a W2c & W3c what is required? Is it an original filing for this W2 so file it with an original W2 & W3 submission by itself? Is just a W3c needed? Can the original filing be rescinded from BSO before it is accepted, and we have a do-over? Would really appreciate guidance on how to proceed. Thanks in advance.

1 reply

M
Maybelle_S
January 30, 2024

Hello there, BL007.

 

I can assist with correcting your W2 and W3 tax forms in QuickBooks Desktop (QBDT).

 

We can create a W-2c and W-3c in QuickBooks and print them on perforated paper only (not pre-printed). Then, file the forms manually with the Social Security Administration.

 

Here's how:

 

  1. Go to the Employees menu, then Payroll Center.
  2. Click the File Forms tab.
  3. Select Annual Form W-2c/W-3c - Corrected Wage and Tax Statement, then Create Form.
  4. Tap the employee's last name.
  5. Hit OK.
  6. Choose the employee who needs a W-2c. Select Review/Edit.
  7. Answer the question: Have you made the W-2 corrections in QuickBooks Desktop?
  8. Review each page and select Next as needed.
  9. Put a checkmark beside Check if this is a W-2c (corrected W-2).
  10. Fill in the necessary lines in the Previously Reported and Correct Information columns for Federal, State, and local info as required.
  11. Right-click on the amounts. 
  12. Pick Override, then Delete. Do this on Federal, State, and local info as needed.

 

Additionally, I've added these guides for filing and printing the forms in QuickBooks:

 

 

Please click the Reply button below for follow-up questions about your W-2 & 3 forms. I'm here to help. Stay safe.

B
BL007Author
January 30, 2024

The W2 in question was never previously filed or reported. It was omitted entirely from the company's original filing of W2's and W3. By filing the W2C & W3C, will this update the total number of W2's filed for the employer (increasing the total by 1)? Also, it seems the original amounts reported would be zero due to the W2 not being reported previously. Is that correct? Really appreciate the assistance. Also seems I may be over thinking the issue.

R
RCV
January 30, 2024

Allow me to help and share some information regarding filing missing W-2 and corrected W-3 in QuickBooks Desktop, BL007.

 

QuickBooks Desktop only allows you to file your forms once. The option to electronically file W-2c and W-3c is unavailable in QuickBooks Desktop (QBDT) Payroll. We'll need to print them on perforated paper (not pre-printed) and manually file them with the Social Security Administration once you've created the corrected forms. Also, by filing the W2C & W3C it will update the total number of W2s filed for the employer (increasing the total by 1) including the additional employees for W2. 

 

The process for filing corrected forms depends on your payroll service. If you're using QBDT Payroll Assisted, please contact our customer support to request a correction. They'll make the necessary adjustments and file a W-2C form with the SSA. You'll also receive a copy of the W-2c to provide to your employee, and an updated W-3 copy to print for your records.

 

For those using Payroll Enhanced, you'll need to print and manually file the corrected form with the SSA. For Standard and Basic Payroll, you'll have to create and file a W-2C form with the Social Security Administration manually. You can find detailed instructions in the General Instructions for Forms W-2c and W-3c section on this link: https://www.irs.gov/pub/irs-pdf/iw2w3.pdf. For additional reference, you can check this article: Fix an incorrect W-2 and W-3.

 

If you need further assistance with this one, please contact our Payroll Support team. Here's how to reach them:

 

  1. In QBDT, go to the Help menu at the top, then select QuickBooks Desktop Help/Contact Us.
  2. Click Contact Us.
  3. Give a brief description of your issue, then Continue.
  4. Sign in to your Intuit account and tick Continue, then Continue with my account.
  5. We'll email you a single-use code. Enter your code and select Continue
  6. Pick chat with us or Have us call you.

 

To check for our support hours, refer to this article: Contact Payroll Support. Also, you can visit our Tax Forms page for more insight about adding and managing your tax forms.

 

Let me know if you have questions about correcting W2 in QuickBooks Desktop. I'm always here to help. Have a great day. 

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