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W2 Form Printing: How to Import W-2 Data from .csv file



ezW2 software is approved by SSA to print all W-2 forms and W-3 form on white paper. It can import data from .csv file and print form quickly. In this article you will find

  • How to convert my data from other format to .csv file

  • How to download sample data files

  • Steps to import data from .csv file

  • Troubleshooting

    • Play


    How to convert my data from other format to .csv file

  • If your data is saved in Excel file, you can convert it easily by clicking Excel top menu "File", then click "Save As" to save it as .csv (comma delimited) file.

  • If you saved data in access, sql server or other database, you can export data to .csv file first.


    Download sample files to test the import function

    If you need some data to test this import function, you can click here to download test-w2-data.zip. You need to unzip the data before testing the import function.

    https://www.halfpricesoft.com/w2-software/test-w2-data.zip

      How to download sample data and test the import feature




    Steps to import data

    Step 1: Start ezW2 software.

    Start ezW2 software. If you have not installed it, you are welcome to download the trial version and test drive it with no obligation.
    W2 software

    ezW2 software: SSA Approved. Trusted By Thousands for Two Decades.

  • Print and eFile Form W2, W3, 1099-NEC & 1096 in House.
  • Unlimited Company Accounts! Unlimited Forms!
  • Compatible with Windows 11, 10, 8.1, 8, 7, Vista, XP and other Windows computers.

    • Try it free today. No obligation. No credit card required.

            


    Step 2: Clear employee list (Opional)

    If you have test data, please remove it first.



    Step 3: Import data

    You can access this screen by clicking the top menu Current Company->Import W2.



    Follow the instructions on screen step by step and import w2 data.

    3.1 Open data file.

    If your data file is opened by other application (ie: Excel) now, please close it before you import data with ezW2 software. You cannot open the same file with two applications.

    3.2 Map Part I data



    3.3 Map Part II data



    3.4 Click the "Test Parse" button to validate data



    3.5 Import Data



    Step 4: Review, Edit and Print Forms

    After you import data, you can click the top menu "Current Company" then "Form W2" to view the forms.

    You can review the data, edit form, print form or generate efile document. More information can be found from ezW2 Quick Start Guide





    Notes:

    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)


    Troubleshooting

    1. Access Violation Error
    Solution: If your data file is opened by other application (ie: Excel) now, please close it before you import data with ezW2 software. You cannot open the same file with two applications. Please restart ezW2 and try it again.

    2. Other errors
    Solution:
    1. Please download our sample data files and test the import function.

    2. If our sample data file works, you can add a few rows of your data and import data again.

    3. Then add more data the file and import data

    Still have questions?

    help image If you have still have questions, you can also check the FAQs page or contact us at support page. We are glad to assist you as soon as possible.

    Related Links

    W2 W3

    1099-nec, 1096 (For ezW2 latest version)

    W2C, W3c

    More Forms