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SSA Approved. Trusted By Thousands for Over Two Decades.

W2 Electronic Filing: How to E-File W2 W3 Form to SSA

  

ezW2 software is approved by SSA to print all W-2 forms and W-3 form on white paper. It also generates the EFW2 format efile document that you can upload to SSA and states (see state efile list). The efile document includes both W2 and W3 information.

Part I: Comprehensive Guide for Electronic W-2 Filing:This detailed resource caters to both first-time e-filers and repeat users, guiding you through the entire process of electronic W-2 submission. Part II: More information:

Part I: Comprehensive Guide for Electronic W-2 Filing


Step 1: First time efiler - Register for an account and apply for User ID.

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Step 2: Generate the W2, W3 efile document

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    Step 2.1: Start ezW2 software.

    If you are a new client, you are welcome to , download and try ezW2 free demo version with no obligation. No credit card required.

    Step 2.2: Set up company information for W2 reporting

    You can access this screen by clicking the top menu "Current Company->Company". You need to enter the general company information for w2 and 1099 forms, such as Company Name, Address, Tax ID and others.


    Step 2.3: Set up W-3 information

    Click the Next button and enter the information for W3 form.

    You need to enter the W-3 control number, W3 Establishment Number, Contact Information and others. This information will be displayed on both forms W-2 and W-3.



    Step 2.4: Open W2 List and Fill out W2 Forms

    You can click the "Add W2" link below the list to add a new form.
    fill out W2 form

    Step 2.5: Generate W2 W3 eFile document

    Click the ezW2 software top menu "Current Company->eFile W2" to access eFile screen. In this step, you need to fill in the submitter information and create one .txt file. This file include the W2 forms and the W3 form. You need to upload this file to SSA site.


    - Enter submitter information
    If you do not have efile User ID(USER IDENTIFICATION), you can apply it from SSA site. You can complete the registration form online and submit your information. The information you submit will be verified against SSA records. Upon successful registration, you will have your User ID and password.

    - Enter contact information where correspondence should be sent.
    - Select employees (Usually you should select ALL)
    - Click the "Create file" button to generate the eFile document

    efile W2 forms

    save efile document



Step 3: Upload W2 & W3 efile document to SSA site

- The efile EFW2 document is .txt file. You need to upload this file to SSA site.
- ezW2 generates one file for each company account.
- If you are a CPA, you should generate one file for each client and upload these files to SSA one by one.

Steps to upload the EFILE document to SSA site

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Notes:

1. Form W-3 will be generated automatically based on form W2 information

2. ezW2 allows user to set up unlimited companies with one flat rate. So if you have multiple companies or you are an accountant, you can add new company by clicking top menu "Company Management->New company"

3. The .csv file data import feature, PDF print feature and efile feature are available with enterprise version and multiple-user version. They are not available with small business version. Click here to view ezW2 feature list)


Part 2: More information:

  • How to upgrade ezW2 if I purchased paper printing version?
    • Please contact us for the special upgrade link if you need to efile W2 forms but purchased the license key for paper printing version only. We will send you the upgrade link. You need to pay the price difference plus $5 fee. For example: You purchased ezW2 small business version($49). You can pay extra $55 to upgrade it to the ezW2 enterprise version($99).

    In your message, please tell us the following information:

    1). The email used with your previous ezW2 order. (If you ordered from Amazon, please include the Amazon Order ID)

    2). What is the new version you need? (ie: ezW2 single-user enterprise version, ezW2 2-user version or others)


  • How to efile W2 to state?
    • You can generate and submit the W2 file to your state if your state supports EFW2 format efile document.


  • How to check the submission status?


    • W2 software

    ezW2 software: SSA Approved. Trusted By Thousands for Two Decades.

  • Print and eFile Form W2, W3, 1099-NEC & 1096 in House.
  • Unlimited Company Accounts! Unlimited Forms!
  • Compatible with Windows 11, 10, 8.1, 8, 7, Vista, XP and other Windows computers.

    • Try it free today. No obligation. No credit card required.

            

    Related Links

  • How can I roll forward my previous ezW2 data to the new version?

  • W2 and 1099 forms filing deadline

  • How to use ezW2 with QuickBooks, PeachTree, ezPaycheck, ezAccounting and other software

    • W2 W3

  • How to fill out and print Form W2

  • How to print Form W2 W3 on White Paper

  • How to print multiple copies on the same page for employee

  • How to fill in W-2 data on red forms

  • How to convert W2's into PDF format files

  • How to eFile W2 & W3 Forms

  • How to print Form W3

    • 1099-nec, 1096 (For ezW2 latest version)

  • How to fill out and print Form 1099-nec

  • How to eFile 1099-nec forms

  • How to print 1099-nec forms on red forms

  • How to convert 1099-nec forms into PDF file

  • How to print Form 1096

    • W2C, W3c

    - Learn more about W2C and W3C

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    - Learn more about 1098s software (1098, 1098C, 1098E, 1098 T) software

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    - Learn more about W2G, 1097BTC, 8935, 3921, 3922 software

    - Learn more about how to file ACA Form 1095 & 1094 to federal and states