ezW2 software is approved by SSA to print all W-2 forms and W-3 form on white paper. It also generates the efile document that you can upload to SSA and states (see state efile list). The efile document includes both W2 and W3 information.
In this guide, you will find:
Part 1: How to generate the W2 & W3 efile document(.txt file)
Step 1.2: Set up company information for W2 reporting
You can access this screen by clicking the top menu "Current Company->Company".
You need to enter the general company information for w2 and 1099 forms, such as Company Name, Address, Tax ID and others.
Step 1.3: Set up W-3 information
Click the Next button and enter the information for W3 form.
You need to enter the W-3 control number, W3 Establishment Number, Contact Information and others. This information will be displayed on both forms W-2 and W-3.
Step 1.4: Open W2 List and Fill out W2 Forms
You can click the "Add W2" link below the list to add a new form.
Step 1.5: Generate W2 W3 eFile document
Click the ezW2 software top menu "Current Company->eFile W2" to access eFile screen. In this step, you need to fill in the submitter information and create one .txt file. This file include the W2 forms and the W3 form. You need to upload this file to SSA site.
- Enter submitter information
If you do not have efile User ID(USER IDENTIFICATION), you can apply it from SSA site. You can complete the registration form online and submit your information. The information you submit will be verified against SSA records. Upon successful registration, you will have your User ID and password.
- Enter contact information where correspondence should be sent.
- Select employees (Usually you should select ALL)
- Click the "Create file" button to generate the eFile document
Part 2: How to upload W2 & W3 efile document to SSA site
Part 3: How to upgrade ezW2 if I purchased paper printing version
Please contact us for the special upgrade link if you need to efile W2 forms but purchased the license key for paper printing version only. We will send you the upgrade link. You need to pay the price difference plus $5 fee. For example: You purchased ezW2 2019 small business version($39). You can pay extra $65 to upgrade it to the ezW2 2019 enterprise version($99) if you need to efile your forms.
In your message, please tell us the following information:
1. The email you used with your previous ezW2 order. (If you ordered from Amazon, please let us know the Amazon Order ID)
2. What is the new version you need? (ie: ezW2 single-user enterprise version, ezW2 2-user version or others)
Part 4: How to apply User ID to file Form W2 W3 electronically
You must get a User ID before you submit the w2 efile document to SSA site. Please visit SSA site and click the Register button to request your User ID. Usually you can receive it quickly. If you have any questions, please contact SSA office.
1. Form W-3 will be generated automatically based on form W2 information
2. ezW2 allows user to set up unlimited companies with one flat rate. So if you have multiple companies or you are an accountant, you can add new company by clicking top menu "Company Management->New company"
3. The .csv file data import feature, PDF print feature and efile feature are available with enterprise version and multiple-user version. They are not available with small business version. Click here to view ezW2 feature list)
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