Efile Electronic Reporting

Submitting and Renaming Transmittals

Important These Instructions Do Not Apply to ACA 1094/1095 Forms

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groupSubmitting to Account Ability's (Optional) EFILE Service

If you ordered Account Ability's (Optional) EFILE Service, select the appropriate service to be used from the Outsourcing Services selection on the Module menu. Locate your transmittal, enter your Order number and Email, then click Submit. Simple instructions for sending your transmittal to Account Ability's (Optional) EFILE Service will be displayed. You will receive multiple correspondences from Account Ability's (Optional) EFILE Service for each transmittal you submit. It is essential that you follow the instructions within each correspondence.

 

group Submitting and Renaming Transmittals Yourself

If you did not order Account Ability's (Optional) EFILE Service, the following instructions explain how to upload transmittals W2REPORT and/or IRSTAX yourself. Annual Wage Reports (W2REPORT) are uploaded to the SSA Business Services Online (SSA BSO); Information Returns (IRSTAX) are uploaded to the IRS FIRE System.

 

bullet_boxSubmitting and Renaming W2REPORT Transmittals

 

Select SSA Business Services Online from the Module menu.
Click Log In.
Enter your User ID and Password.
Click Log In in order to access the Main Menu.
Select Report Wages to Social Security.
If you are checking submission status, skip to Submission Status below.
Otherwise, click the Upload Formatted Wage File tab.
Click Submit/Resubmit a Formatted Wage File.
Read the Before You Start information, and then click Continue.
What's in the File? Answer these questions before clicking Continue.
Submit Your File. Browse to the W2REPORT file and click Submit to upload your transmittal.
After the upload is complete, print a copy of the Receipt page.
The receipt page contains a 6 character Wage File Identifier (WFID).
Select Rename a W2REPORT File from the Module menu.
Locate the W2REPORT transmittal and click the Open button.
Enter the 6 character WFID exactly as it appears on your Receipt page.

 

Warning_New Always rename your transmittal to the WFID.

 

Important The results of your submission are generally posted to SSA BSO within 1 week.

Important To check your results, repeat the above steps up to checking submission status.

 

Submission Status: Click the Search by WFID tab and click Continue. The status of your submission will be one of the following: RECEIVED (your transmittal has not been processed yet); IN PROCESS (your transmittal is now being processed by SSA); COMPLETE (your transmittal has been accepted by SSA); RETURN (your transmittal contains errors and must be replaced.

 

bullet_box Submitting and Renaming an IRSTAX Transmittal

 

Select IRS FIRE System from the Module menu.
Select Log On from the IRS FIRE System menu.
Enter your User ID and Password.
Click Continue in order to access the Main Menu.
Select Send Information Returns.
Enter your TCC and TIN.
Verify your Filing Information and click Accept.
Select a File Type and enter your PIN.
Browse to the IRSTAX transmittal file.
Click Open to upload the IRSTAX transmittal to the IRS.
After the upload is complete, print a copy of the receipt page.
Your Receipt ID is the name that the IRS has assigned (e.g. ORIG.TCCNO.0001 for ORIGINALS, CORR.TCCNO.0004 for CORRECTIONS, REPL.TCCNO.0121 for REPLACEMENTS).
Select Rename an IRSTAX/IRS8809 File from the Module menu.
Locate the IRSTAX transmittal and click the Open button.
Enter the Receipt ID exactly as assigned by IRS.

 

Warning_New Always rename your transmittal to the Receipt ID.

 

Important The results of your submission will be emailed to you by IRS.

Important You can check the results yourself by selecting Check Status on the IRS FIRE System's Main Menu.

 

Related_Topics Related Topics

 

Simple E-FILE Instructions (IRS)
Simple E-FILE Instructions (SSA)