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W-2 Electronic Filing - 1st Time

This is my first year I will have to file W-2's electronically (263 W-2's) and I don't know where to begin. Is there a procedure anywhere I can follow?

Thank you ~

Diane,

This was found in the payroll/direct deposit user guide that can be installed through the SL Installer.

To file W-2 forms electronically:

1. To create the electronic W-2 file, choose Modules | Payroll | Screens | Generate W2 Electronic File. Generate W2 Electronic File (02.742.00) appears.

Figure 80: Generate W2 Electronic File (02.742.00)

2. Enter the calendar year for which you are preparing the W-2 electronic file in Calendar Year.

3. Enter the address to which the annual filing instructions for the W-2 electronic file should be sent in Address For Annual Filing Instructions. The employer is the entity employing the persons described in the W-2 forms. The transmitter is the entity forwarding the information to the tax authority. The addresses associated with each are determined by using the Employer and Transmitter tabs.

4. Select Include State Records if you want to include W-2 information related to state and local tax authorities.

5. Enter the location where the file should be sent in Path to File.

6. Click on the Employer tab and complete the information on this tab. The Employer EIN and the Address Information are required for processing.

7. Click on the Transmitter tab and complete the information on this tab. The EIN and the name and address information, and User ID fields are required for processing.

8. Click on the Contact Person Info tab and complete the information on this tab. The Name and Phone/Ext fields are required for processing.

For more information about these fields, see “Generate W2 Electronic File (02.742.00)” on page 283.*

9. Click Begin Processing.

* Please install the user guides if you need this information.

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