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How ezW2 Simplifies Tax Reporting for QuickBooks Clients

Print and E-File QuickBooks W-2 and 1099-NEC Forms: A Complete Guide

  

ezW2 streamlines the process of filing W-2 and 1099-NEC payroll forms for QuickBooks users. Although QuickBooks does not allow direct access to its data by other software, you can easily export your data from QuickBooks into a .csv file. This file can then be imported into ezW2, enabling you to print and file your tax forms efficiently.

- ezW2 can print ALL W-2 forms (copy A, B, C, D, 1 and 2) and W-3 forms on plain paper. The black and white substitute forms of W-2 Copy A and W-3 are SSA-approved (Vendor ID: 1335).

- ezW2 can print W2 recipeint copies in 4-up formats. It can also print 2 red forms on the same sheet.

- ezW2 can print 1099-NEC forms Copy 1, 2, B and C on white paper. IRS does not certify the substitute forms right now. You need to use the red-ink forms for 1099-NEC copy A and 1096.

- ezW2 also supports PDF and efile features.

Step 1: Start QuickBooks, export employee list to IIF file

1.1 Select export list "File -> Utilities -> Export -> Lists to IIF Files" from the manu.

export Employee from QB
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1.2 Select Employee List

select employee list
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1.3 Save to IIF file

save to IIF file
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1.4 Edit IIF file with Notepad, and remove non-data lines

1.4.1 Open the IIF file with NotePad

1.4.2 Click the top menu "Format" and uncheck "word wrap" option

word wrap

1.4.3 Remove the non-date lines, save and close this file

edit IIF file
(Click image to enlarge)

Step 2: Clear W2 Forms list (Opional)

If you have test data, you can remove it before you import data.

2.1 Click the top menu "Current Company" then "Form W2" to view W-2 form list.

2.2 Delete forms.

remove W2 list

Step 3: Import employee data into ezW2

3.1 Click the top menu "Current Company->Import W2".

3.2 Open data file.

3.3 Map data

3.4 Click the "Test Parse" button to validate data.

3.5 Import Data



Step 4: Edit and file W2 forms

After importing your data, you can click the top menu "Current Company" then "Form W2" to view the forms.

You can review and edit the forms as needed. You can print SSA-approved W-2 forms on plain white paper or generate e-file documents for federal and state returns. For detailed instructions, please refer to the ezW2 Quick Start Guide.

Another Option for Using ezW2 with QuickBooks

Many QuickBooks clients, especially accountants, prefer importing data directly from a spreadsheet because they already have their employee and form data organized in this format. This method provides a convenient alternative for seamlessly transferring data into ezW2, ensuring efficient and accurate tax form preparation.

  • How to import W2 data from spreadsheet (with sample data file)



  • 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.