Period-end tasks

To eFile Forms W-2 and W-3

 

The Select Payroll Tax Form window must be open. You must have Internet access to complete this task.

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


  2. In the Open Report window, click the checkbox next to the draft W-2 or W-3 that you are ready to eFile. (The Open Report 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. When you are sure that all of your W-2 information is complete and correct, click Next Step to open the Process W-2 Filing Wizard.


  4. Click Next to begin the eFiling process.


  5. Follow the instructions in each window of the Process W-2 Filing Wizard. (Information that you must enter is noted with asterisks.)


  6. When you have successfully completed the Process W-2 Filing Wizard, click Finish to open the Employer W-2 in the Payroll Form Viewer.


  7. Follow the instructions at the top of the Payroll Tax Form Viewer to verify the information on your W-2s and W-3 and eFile them.


    Important:
    You must print Forms W-2 and W-3, and 1099 and 1096, before closing a payroll year

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

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

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