Import Importing SSA Transmittals

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Menu Item File Arrow Head Import Arrow Head W2REPORT (EFW2) File


An SSA transmittal is a file of Annual Wage Reports conforming with Social Security Administration EFW2/EFW2C specifications. Account Ability uses the terms W2REPORT and SSA transmittal synonymously.


To import an SSA transmittal,


Open Form W-2
From the File menu, select Import Arrow Black W2REPORT (EFW2) File
Locate the transmittal file to import and click Open.


Account Ability will search the transmittal for all employees associated with the selected client. If none are found, an appropriate error message will be displayed. Otherwise, the W2REPORT Import Options dialog is displayed,


SSA Import Options

W2REPORT (EFW2) Import Options


Total "RE" Records

Indicates the number of times this client occurs within the selected transmittal file.


Total "RW" Records

Indicates the total employees to be imported.


Include wages and withholding

If checked, wages and withholding will be imported with each employee. Otherwise, only employee names, addresses, social security numbers, etc. are imported.


Related_Topics Related Topics


Importing IRS Transmittals


note Notes


Account Ability does not import EFW2C transmittals (Form W-2C).
Account Ability can import 2020 and 2021 SSA transmittals.
If you are sure your SSA transmittal contains employees for the selected client but Account Ability complains it cannot find any, download and run the RL512 utility and try again. If the problem persists, your transmittal may have been prepared for a common paymaster or agent (see the Agent Information Group on the W-2 Setup page of the client's master record).
If you make a mistake and need to import again, use the Kill This File selection on the Tools menu to first delete any existing returns.