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Documentation/W-2.md
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2022-01-18 10:01:16 -05:00

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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:

  • 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
  • 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!