Be sure there is a name in the field for Contact Person. It is the W3, a summary of all the W2s that will be submitted.Īgain, there should be little to add or change on this form as QuickBooks pulls the information from the payrolls that have been processed over the course of the year. The last of those review screens is shown below. If there were, it probably means there was an error in payroll setup at some point during the year. There shouldn’t be anything to change or enter. In Rock Castle’s case, they do have a retirement plan for their employees, so they must answer Yes in this section.įor the next several screens QuickBooks allows you to review the information entered on each W2. Read the Special Situations section carefully. Rock Castle is neither a government agency nor a 501c non-profit organization, so this is the correct selection for them. Kind of Employer is also the selection most businesses will make. That is the 941 replacement form specifically for agricultural employers. The second most common selection here is 943. This is the IRS payroll form you are required to file, reporting wages and federal taxes withheld from paychecks and deposited to the government. We’ve highlighted three selections in the above screenshot. After a page of instruction, this is the next window requiring input from us. Once we make those selections and continue, we get the following screen. Two, QuickBooks wants to know what year we want to create W2s for. We’re going to choose all, but this is handy if you need to go back and create one W2 for someone. One, it wants to know if you want to create W2s for all employees, or just some. Once we click the Create Form button (not shown in the graphic), QuickBooks presents you with a small window with two selections. Try to get the form right the first time as corrected payroll forms are always painful to do. Don’t mistake this for the entry just below it, W2c. This is the starting point for creating W2s.
You can see the circled item in the screenshot.
If you are an Enhanced payroll subscriber, you will find a list of forms in the File Forms section of the Payroll Center. Assuming we haven’t been making errors in our paychecks over the course of the year, the creation of this year-end form is not difficult. There is a video version of this demo here: įor QuickBooks users, the January task of creating W2s has only gotten easier over time.