In addition to creating/appending the W2REPORT transmittal file, the Electronic Reporting Options provides functionality to Edit Submitter and Correspondence information, specify a new destination folder for the W2REPORT transmittal file and exclude specific states and/or foreign entities.
Many states will accept EFW2 transmittals. If your state is among the list, you can use this dialog to create a state specific transmittal to be transmitted directly to your state's Dept. of Revenue. The next section discusses specific state wage reporting in more detail.
Annual Wage Reports (W-2) Electronic Reporting
|•||Either Edit button launches the Submitter information dialog.|
|•||Use the select folder button to change the Destination Folder for the W2REPORT transmittal file.|
|•||Use the explore button to explore the selected Destination Folder.|
|•||Use the States to Exclude check list if you need to exclude specific reporting states from this reporting session. In the illustration above, reporting states Illinois, Indiana, and Kansas will be excluded.|
|•||Use the Exclude foreign entities check box if you need to exclude foreign employees.|
|•||If you are resubmitting previously reported W-2s, complete the Resubmittal Info. group.|
|•||If a W2REPORT transmittal does not exist in the Destination Folder, one will be created. Otherwise, its contents will be displayed and you will have the option to append.|
|•||Continue in this manner until you have appended all W-2s to be reported.|
|•||Your completed W2REPORT transmittal is now ready for submission and renaming.|
Submitting and Renaming Instructions