2.7 KiB
W-2 Creation
Creating W-2s in Quickbooks is straightforward but since it's done only one a year, it's easy to forget how.
Creating W-2 forms
Assuming payroll is up to date, follow these steps:
Log in to BSO
- https://www.ssa.gov/bso
Will need a login.gov account (both BTC and EWG have one in Keepass, plus will need Google Authenticator app on phone)- Log in to login.gov as login.gov@eloyd.org (OTP sent to 585-200-5025, can see in eloyd.org email)
- Note - verification phone number should be 585-200-5025
- EWG - login is eloyd@everwatch.global, verification sent to 585-259-3742
- Click "Report Wages to Social Security"
- Accept the terms
- Use Form W2/W3 Online and follow the prompts
Fields
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Choose last year
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Choose Bitnetix Incorporated
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Ensure 26402404 is correct EIN
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Choose Regular W-2
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No exception
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Select "Kind of Payer" as 941 for Bitnetix (also for EverWatch at this point)
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Select "Kind of Employer" as "None Apply"
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Start filling in forms with the appropriate information from last year's payroll report. Here's an example for Eric Loyd 2024:
- 1 - 18,500
- 2 - 572.31
- 3 - 18,500
- 4 - 1,147.00
- 5 - 18,500
- 6 - 268.25
- 7-13 - blank
- 14 - May need to calculate NY SDI and NY FLI
- 15 - NY / 264029404 8
- 16 - 18,500
- 17 - 253.47
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Double Check the Fuck out of Everything!
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Save the W-2 and go to the next one
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Repeat until done
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Save and go to the W-2 List
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Go to the W-3 review
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Double Check the Fuck out of Everything!
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WHEN ABSOLUTELY SURE click on Continue and then verify you want to submit it
Now go back and do it all over again, selecting EverWatch as the company. It should be much faster with just one employee.
Old Data (as of 2024-12-31)
NOTE: The information after this was only true while we were subsribed to Quickbooks Payroll. Need to figure out how to do it manually now.
- Employee Center -> Payroll -> File Forms
- Select Annual W-2/W-3 Wage and Tax Statement and click Create Form
- Update if neccessary
- Select All Employees
- Select last year (in this case, 2021)
- Click OK
- Ensure that all employees are checked on the Select Employees on Form W-2 page
- Review as needed and Check for Errors
- Typically, EverWatch is a 944 filer, so make sure to select that option in Kind of Payer
- The rest should be straightforward
- When ready, click Submit Form
- Choose Print to save a PDF copy for distribution without USPS
- Do one run for Employee and another run for Employer
- When done printing copies, close this window
- Choose Print to save a PDF copy for distribution without USPS
- Now click E-File Federal Forms
- Note that like many other things, @everwatch.global is invalid, so use @everwatchglobal.com
- Close out of any screens and Save your W-2 information
That's it!