W-2 E-Filing

States

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3 articles by 2 authors

​W2 E-Filing Module Overview

The user must manually submit the files by uploading them to the Social Security Administration's (SSA) Business Services Online (BSO) website. The status of the submittals must be monitored by the u…

John Logue
Updated 2 weeks ago by John Logue

BSO How do I know if I need to (re-) request, “SSA’s Services Suite for Employers”?

SSA’s Service Suite for Employers is the basic service needed on BSO’s website to efile W-2’s (it also includes accuwage and certain other services). Refer to: BSO User ID and Accuwage Online. As par…

Suzette Ciplickas
Updated 2 months ago by Suzette Ciplickas

BSO changes login procedure and users must re-authenticate

The SSA's Business Services Online (BSO) changed to ID.me to authenticate users starting in 2023. Existing credentials will not work. Users must login with ID.me and many will need to request BSO's S…

Eric
Updated 2 months ago by Eric

Creating a Business Services Online (BSO) Account

A BSO account is required to e-file W-2. SSA's Business Services online added extra security starting in 2023 , which also requires existing users to re-authenticate. Allow at least 2 weeks to comple…

John Logue
Updated 1 week ago by John Logue

Requesting access to the SSA Services Suite for Employers on BSO website

NEW USERS All newly registered BSO users must request the following service to efile W-2’s: “SSA Services Suite for Employers”. After creating a BSO account online you must request access to the SSA…

Suzette Ciplickas
Updated 2 days ago by Suzette Ciplickas

W-2 E-Filing Step 1: Inputting Submitter Data

CFS is not a third-party transmitter. CFS does not e-file the W-2/1099s; you do. The W2/1099 E-File add-on will allow the user to create the file from your returns - which you will then need to uploa…

Eric
Updated 2 weeks ago by Eric

W-2 E-Filing Step 2: Creating an SSA File

For help on other parts of the W2 e-filing module, see W-2 E-filing Module Overview. This tab is used to convert W-2 data into the EFW2 file format. Employers may be selected individually or combined…

Eric
Updated 1 year ago by Eric

W-2 E-Filing Step 3: SSA Submittal

For help on other parts of the W2 e-filing module, see W-2 E-filing Module Overview. This tab lists the file(s) that are ready to be filed electronically. The employer names and the form type contain…

Eric
Updated 1 year ago by Eric

W-2 E-Filing Step 4: Create State File

For help on other parts of the W2 e-filing module, see W-2 E-filing Module Overview. If your state requires a separate file submission, Step 4 and Step 5 allow you to create and submit a state file,…

Eric
Updated 1 year ago by Eric

W-2 E-Filing Step 5: State Submittal

For help on other parts of the W2 e-filing module, see W-2 E-filing Module Overview. Submitting files to the states is nearly identical to Step 3. See Step 3: SSA Submittal. If your state requires th…

Eric
Updated 7 months ago by Eric

W-2 E-Filing: Checking the Submission Status

Confirming Submission Status. Select the View Submission Status link to access Submission Status. The system displays the “Submission Search” page. You must go back to the BSO site to confirm the sta…

Suzette Ciplickas
Updated 1 year ago by Suzette Ciplickas

W-2 E-Filing: Navigating the SSA's Business Services Online Website

The following instructions assume you have previously created a file for upload using Payroll System's "Create W-2/W-2C efile/MagMedia Files" ("W-2 e-file") module. See E-Filing W-2s. Connecting to t…

John Logue
Updated 1 year ago by John Logue

W-2 E-Filing: Navigating the SSA's old Wage File Upload program (Resubmitting a W2 Wage File)

The following instructions assume you have previously created a file for upload using Payroll System's "Create W-2/W-2C efile/MagMedia Files" ("W-2 e-file") module. See E-Filing W-2s. Connecting to t…

Suzette Ciplickas
Updated 1 year ago by Suzette Ciplickas

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