How to bulk upload W2 forms using your own template?
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Last modified 5/28/2020 1:49:09 AM EST |
Added by TaxBandits Team
The bulk upload option is recommended when the count of W2 forms being filed is high. The acceptable file formats are CSV and excel. As part of the import, we try to map the column fields in the file with the Form W-2 fields. Provision to drag and drop the fields that could not be mapped is available.
Here’s how to upload employee W2 forms using your own template:
- Log in to your TaxBandits account, and go to Home >> Form tab.
- Under Wage Tax Forms - Federal & State Filing, choose Form W-2 and click File Now.
- Choose the tax year and click Next.
If you had filed for the employer earlier, use the search bar to pull the details of the employer from the address book. If not, fill in the employer details and click Save and Continue.
Choose bulk upload option
Choose Import Using Excel/CSV and click Choose to upload Form W-2 to upload the employee W-2 details in one go.
We try to map the columns against the Form W-2 fields based on the column header names in the file you upload.
Under the Map Data tab, the ones successfully map are shown in green. You need to act on the ones shown in yellow as these are the ones that we couldn’t map any of the Form W-2 fields. Drag the ones in yellow and drop it on the respective form field.
Once all the columns are mapped, click the button Continue to Preview the information.
Preview & Import Data
Under the Preview Data tab, the data from the uploaded file is prefilled in Form W-2 format for your review. To proceed with the import, click Continue to Import.
The screen shown below is what you see after the import happens. Entries that fail the error check process is skipped. In such a case, the View Errors link will be shown. You then have to export the errors in Excel, correct the errors, and re-upload the errored file.
To know more about handling errors during bulk upload, click here. Once you fix all the errors, click Continue Filing. Continue the flow until you transmit the returns to the SSA.
You can explore the option to add employee W2 forms manually if the count of W2 forms to be filed is low.