73 lines
2.7 KiB
Markdown
73 lines
2.7 KiB
Markdown
# W-2 Creation
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Creating W-2s in Quickbooks is straightforward but since it's done only one a year, it's easy to forget how.
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## Creating W-2 forms
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Assuming payroll is up to date, follow these steps:
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### Log in to BSO
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* https://www.ssa.gov/bso
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* ~~Will need a login.gov account (both BTC and EWG have one in Keepass, plus will need Google Authenticator app on phone)~~
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* Log in to login.gov as login.gov@eloyd.org (OTP sent to 585-200-5025, can see in eloyd.org email)
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* Note - verification phone number should be 585-200-5025
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* Click "Report Wages to Social Security"
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* Accept the terms
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* Use Form W2/W3 Online and follow the prompts
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#### 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:
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* 1 - 18,500
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* 2 - 572.31
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* 3 - 18,500
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* 4 - 1,147.00
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* 5 - 18,500
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* 6 - 268.25
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* 7-13 - blank
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* 14 - May need to calculate NY SDI and NY FLI
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* 15 - NY / 264029404 8
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* 16 - 18,500
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* 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
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Now go back and do it all over again, selecting EverWatch as the company. It should be much faster with just one employee.
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## Old Data (as of 2024-12-31)
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**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.
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* Employee Center -> Payroll -> File Forms
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* Select Annual W-2/W-3 Wage and Tax Statement and click Create Form
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* Update if neccessary
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* Select *All Employees*
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* Select last year (in this case, *2021*)
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* Click *OK*
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* Ensure that all employees are checked on the *Select Employees on Form W-2* page
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* Review as needed and *Check for Errors*
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* Typically, EverWatch is a 944 filer, so make sure to select that option in *Kind of Payer*
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* The rest should be straightforward
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* When ready, click *Submit Form*
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* Choose *Print* to save a PDF copy for distribution without USPS
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* Do one run for Employee and another run for Employer
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* When done printing copies, close this window
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* Now click *E-File Federal Forms*
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* Note that like many other things, @everwatch.global is invalid, so use @everwatchglobal.com
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* Close out of any screens and *Save* your W-2 information
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That's it!
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