Period-end tasks

To eFile Forms W-2 and W-3

The Select Payroll Tax Form window must be open.

1. Click Saved Forms in the Select Payroll Tax Form window. (To start working on a draft payroll tax form)



2. In the Saved Forms window, click the checkbox next to the draft W-2 or W-3 that you are ready to eFile. (The Saved Forms window displays every draft form that you have saved at any point in the preparation process unless you've deleted unneeded forms from the list.)



3. Click View to display all your W-2 form data in the .



4. Click eFile at the top of the W-2 Form Builder.



5. Enter your MYOB eFile registration User ID and Password in the login window. (To register to eFile Forms W-2 and W-3)

If any required registration information is missing, you must enter it in the eFile Setup window before continuing.

6. Click OK in the login window to display the "Choose your eFile options" dialog.



7. Use this dialog to specify which copies of the W-2 you want to eFile:

• If you choose Federal, Form W-2, Copy A (the "Red" copy) and Form W-3 will be submitted to the Social Security Administration.

• If you choose State, Copy 1 will be submitted to the appropriate state offices.

• If you choose Federal/State, Form W-2, Copy A (the "Red" copy) and Form W-3 will be submitted to the Social Security Administration; Copy 1 will be submitted to the appropriate state offices.

• If you choose All:
  All employee copies of Form W-2 (Federal Copy B, Employee Copy C, two copies of State/Local Copies 2, and the Employee Notice) will be sent to each employee for filing with their tax returns.
  
  Copy D will be sent to you at the employer address entered on the form.
  
  Copy 1 will be submitted to the appropriate state offices.
  
  Copy A (the federal "Red" copy) of each Form W-2 will be submitted to the Social Security Administration, along with Form W-3.

8. If you chose Federal in step 7, an eFile instruction sheet will display in the Payroll Tax Form Viewer. Continue with step 10.



9. If you chose State, State/Federal or All in step 7, you will be prompted to indicate whether your employees need to file copies of Form W-2 with their state governments. Indicate the states in which employees must file Form W-2 by clicking in the boxes to the left of the state names. Click Continue when you've checked all the applicable states.

If alternate forms are available for filing in certain states, you will be notified that this is the case. Highlight the form that you need to use and click OK to display state copies of Form W-2 forms in the Payroll Tax Form Viewer.

10. If any fields on the W-2 need your attention, they will be highlighted in red. Use the Link Setup window to map payroll categories to corresponding fields on the W-2. You will not be able to eFile your W-2s until you have provided all missing information. (To link payroll category items to fields on a form)



11. When all of your W-2s are ready for processing, click Print to begin printing your records copy ("My Copy") of each W-2. Then click Next Step.



12. Click eFile.



13. When the eFile Enrollment dialog displays, click I Have Enrolled. (Registering to eFile payroll tax forms)



14. Enter your MYOB eFile User ID and Password in the corresponding fields of the User Information dialog.



15. Confirm your password by typing it again in the Confirm Password field. Click Save.



16. Click Done.



17. A dialog box will display information about the electronic version of the form you're eFiling. When you've finished reading this information, click OK to start the eFile wizard.



18. Enter your MYOB Payroll Forms eFile Password and click Next.



19. Enter your credit card information in the Credit Card Information window.

If don't want to retype your credit card information every time you eFile a payroll tax form, mark the Remember CC Info box. The Payroll Tax Forms system will insert your credit card information in the correct fields automatically the next time you eFile.

20. Click Next to go to the Billing Address window. (Use the Back button to return to the previous screen and change or verify your entries.)



21. The Billing Address window displays the billing information you entered when you enrolled for eFiling. If you need to change this information, enter your changes in the appropriate fields.

When you have verified your billing address, click Next to go on to the final step.

22. Click Close to begin eFiling your form. The form will be sent to the eFile server, and you are returned to the Select Payroll Tax Form window.

When your form has been successfully received and processed, you will receive email confirmations that both processes have been completed.

Important!  Contact MYOB eFile Support if you don't receive filing confirmations in a timely manner

Related topics

• Registering to eFile payroll tax forms
• To eFile payroll forms (except W-2 and W-3)
• To print Forms W-2 and W-3