QuickBooks provides a wide range of tax features, including easy access to W-2 and W-3 forms. How you access these forms will vary depending on your payroll service. QuickBooks Desktop Payroll Basic doesn’t provide any access to W-2 and W-3 forms.
QuickBooks Online Payroll
If you have QuickBooks handle your taxes and forms automatically, they mail out W-2s to your employees throughout January and provide the option to print them yourself by January 13th.
To access and print W-2s and W-3s, follow these steps:
- Go to Taxes, and then Payroll Tax.
- Go to Filings, and either select directly for the current year or select Annual Forms to access previous years.
- You can click on View beside the options listed for Employer W-2, Employee W-2, or W-3.
- This opens the forms as a PDF, which you can then print as needed.
If you don’t automate forms through QuickBooks, you’ll need to purchase proper W-2 paper to provide official copies for employees. Intuit, the company behind QuickBooks, sells W-2 kits for this purpose.
QuickBooks Desktop Payroll Assisted
Under this plan, QuickBooks files W-2s and W-3s with the IRS and SSA on your behalf. You can access W-2s to print manually with these steps:
- Go to Employees, and then Payroll Center.
- Click on the File Forms tab.
- Click on View/Print Forms & W-2s.
- Provide your payroll PIN for verification.
- Go to the W-2s tab and select the year.
- Select individual employees or all employees.
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- Click on Open/Save Selected.
- This opens the forms as PDFs for printing.
QuickBooks Desktop Payroll Enhanced and Standard
To create and print your W-2s and W-3s, follow these steps:
- Select Payroll Tax Forms from the Employees dropdown menu, then click Process Payroll Forms.
- Select Annual Form W-2/W-3 from the File Forms tab.
- Click on Create Form.
- Select the employees to file and enter the year.
- Select employees to print.
- Click on Review/Edit to review each W-2, and then Submit Form to print and file.