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Changes for page W-2 eFiling Process (Web)

Last modified by renae g on 2025/09/03 14:00
From version 3.1
edited by Peytience S
on 2025/08/26 14:04
Change comment: There is no comment for this version
To version 5.1
edited by renae g
on 2025/09/03 14:00
Change comment: There is no comment for this version

Summary

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Author
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1 -XWiki.peytiences
1 +XWiki.renaeg
Content
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23 23  )))
24 24  
25 25  (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %)
26 -(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Indicate if you are filing on behalf of an employer or as a (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Third Party Paid Tax Preparer**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). If you want to learn more about how you can save with Aatrix when you are a third-party filing on behalf of 10 or more companies, (%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)click here>>url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Getting%20Started/Batch%20Filers/||style="text-decoration:none"]](% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %).
26 +(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Indicate if you are filing on behalf of an employer or as a (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Third Party Paid Tax Preparer**(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). If you want to learn more about how you can save with Aatrix when you are a third-party filing on behalf of 10 or more companies, (%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)click here>>doc:Windows.U\.S\..Getting Started.Batch Filers.WebHome||style="text-decoration:none"]](% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %).
27 27  
28 28  (% style="line-height:1.38; background-color:#ffffff; padding:0pt 0pt 8pt 0pt" %)
29 29  (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)
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48 48  * (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Once the (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Company Setup**(% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %) is completed, the W-2 Preparer will open for you to review and process your information.
49 -* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: If any information is not passed from your accounting/payroll software there is the capability to enter information manually or **(%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**import a CSV file**>>url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/%20Processing%20and%20Form%20Introduction/Preparer%20Functions/||style="text-decoration:none"]](% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** on a per column basis.**
49 +* (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Note: If any information is not passed from your accounting/payroll software there is the capability to enter information manually or **(%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**import a CSV file**>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ». Processing and Form Introduction.Importing a CSV File.WebHome||style="text-decoration:none"]](% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** on a per column basis.**
50 50  
51 51  * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Step 1**
52 -** (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Information will automatically be populated when entering into the (%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)W-2 Preparer>>url:https://kb.aatrix.info/xwiki/bin/view/Windows/U.S./Year-end%2C%20W-210951099%20Questions%20%C2%BB/%20Processing%20and%20Form%20Introduction/Preparer%20Functions/||style="text-decoration:none"]](% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). If information is not present when entering into the Preparer you will be required to fill in the missing information before continuing.(%%)
52 +** (% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)Information will automatically be populated when entering into the (%%)[[(% style="color:#f47820; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)W-2 Preparer>>doc:Web.Year-end, W-210951099 Questions.Processing and Form Introduction (Web).Preparer Functions (Web).WebHome||style="text-decoration:none"]](% style="color:#003f43; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %). If information is not present when entering into the Preparer you will be required to fill in the missing information before continuing.(%%)
53 53  (% style="border:none; color:#003f43; display:inline-block; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; height:305px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXeEKK9a_YmY97HQYWya_PVoFbOlTCg_9iOMwsWHokVBesHzgV06v6kAzSYeWyTA-OCLVJrujDauAOx1BEp8gFCxcFUnRPPrAt5vDmhK45PK1vbHB3f8HiMlF4vJ8zjssvSUukczKg?key=Sp_qF9WMTa-Wj-jyAimUuA||height="305" width="624"]]
54 54  
55 55  * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Step 2**
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70 70  (% style="border:none; color:#003f43; display:inline-block; font-family:Arial,sans-serif; font-size:8.5pt; font-style:normal; font-variant:normal; font-weight:400; height:168px; overflow:hidden; text-decoration:none; white-space:pre-wrap; width:624px" %)[[image:https://lh7-rt.googleusercontent.com/docsz/AD_4nXdE5IEpc0Ikxv2djoQLbwBwXpiOo0QlUwnlnjxblMAdUnPexsqETavN4heO_EETz4t0WFH8Cp5i9vgnXfQmzOiTuwK2cq9w43Iyzj3bYXFaqNxTUILCCFOHJ9_leWUif0F-Nwuv7A?key=Sp_qF9WMTa-Wj-jyAimUuA||height="168" width="624"]]
71 71  
72 72  (% style="line-height:1.38; background-color:#ffffff; margin-bottom:11px" %)
73 -(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** Note: If any errors are present in the information passed into the W-2 Preparer an error message will appear after clicking Next and flag all errors in red. Clicking Go Back and Correct will allow you to make the corrections to the highlighted errors in red.**
73 +(% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)** Note: If any errors are present in the information passed into the W-2 Preparer an error message will appear after clicking Next and flag all errors in red. Clicking Go Back and Correct will allow you to make the corrections to the highlighted errors in red.**
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75 75  * (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:700; text-decoration:none; white-space:pre-wrap" %)**Step 5**
76 76  ** (% style="color:#222222; font-family:Arial,sans-serif; font-size:10.5pt; font-style:normal; font-variant:normal; font-weight:400; text-decoration:none; white-space:pre-wrap" %)During this final data validation step employee state wages will be verified. To adjust any employee information you can manually change it in any of the cells above.