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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 4.1
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**