How to File Form W-2 with TaxBandits?
1.2k views |Last modified 9/9/2024 3:02:35 AM EST | Added by TaxBandits Team

TaxBandits supports the e-filing of Form W-2 with both the SSA and State. Also, you can use our BanditComplete, Postal Mailing service and Secure Online Access to distribute copies to the recipient.

Here are the Steps to file Form W-2  for a smooth filing process:

Step 1: Sign in to your TaxBandits account. 
Step 2: Choose the “Tax year,” click “Start New Forms” on the dashboard, and choose “Form W-2.”

Step 3: Select your preferred method to enter details for filing Form W-2. You have three options to import your details: 

1. Manual Entry - We recommend this option for filing only a few forms or if you have bulk-uploaded the forms earlier but want to add a few additional forms to the same order. The manual entry flow lets you add W-2 forms one by one.
2. Bulk Import - This is recommended when filing a high volume of W-2 Forms.
3. Import from Accounting Software - TaxBandits allows you to import the vendor details and payment history from your Accounting software account to file Form W-2 returns.

Here, we have chosen “Manual Entry.” 

Step 4: Click on “Add Employer” to add the employer details and click on “Add Employee” to add the employee details. 

Note: If you have already added the employer details, click “Select Employee from Address Book.” 

Step 5: Enter the required information in the corresponding fields and continue to the next page. 

Step 6: If required by the state, click on “Continue to State Filing” to complete the state information. 

Note: TaxBandits automatically identify your state requirement based on the information you reported in the form.

Step 7: Proceed to “Form Distribution,” select the type of form you want to be distributed, and press "continue to audit." 

TaxBandits provides you with four options to send employee copies:

1. BanditComplete - Provides both postal mailing and online access for employees.
2. Postal Mailing - Prints and delivers copies of the form via postal mail.
3. Online Access - Allows employees to access a secure online portal to view and download copies of their forms. 
4. Print & Mail - After transmitting, you can download copies from the "Distribution Center," print them yourself, and mail them to the employees.

Step 8: Click “Continue to Form Summary” and review the form.

Step 9: You can opt for TIN matching or USPS address validation and schedule your filing as needed. Click “Proceed to Checkout” to proceed further.

Step 10: Click “Proceed to Checkout,” check your order details, and click “Complete Your Order.”

Step 10: Enter your card details and address, then click “Pay and Transmit.” 

Step 11: Your order will be completed once your payment is processed.