W-2 Filing Web Service - Revision history

Pmorey at 13:23, 5 December 2024

2024-12-05T13:23:35Z

Pmorey: /* Entering W-2C Corrections using Excel */

2024-12-05T13:22:53Z

Entering W-2C Corrections using Excel

Pmorey at 13:22, 5 December 2024

2024-12-05T13:22:33Z

Pmorey: /* Entering W-2C Corrections using Excel */

2024-01-29T14:43:26Z

Entering W-2C Corrections using Excel

Pmorey: /* Exporting W-2C Corrections */

2024-01-23T21:33:35Z

Exporting W-2C Corrections

Pmorey at 20:39, 22 January 2024

2024-01-22T20:39:27Z

Pmorey at 20:38, 22 January 2024

2024-01-22T20:38:51Z

Pmorey at 01:32, 1 December 2022

2022-12-01T01:32:40Z

Pmorey at 01:31, 1 December 2022

2022-12-01T01:31:33Z

Chanson at 17:27, 17 December 2021

2021-12-17T17:27:36Z

@@ Line 1: / Line 1: @@
-<span style="color:#FFFFFF; background:#FF0000; font-size:30">2024 W-2 filing requires Keystone 4.7.6 or higher - files may be uploaded after 12/12/2024</span>
+<span style="color:#FFFFFF; background:#FF0000; font-size:30">2024 W-2 filing requires Keystone 4.7.6 or higher - files may be uploaded to the web portal after 12/12/2024</span>
 <!--
 <p>UPDATED 1/18/2021:</p>

@@ Line 203: / Line 203: @@
 **Select the File-Save As option in Excel.
 **Under "Other Locations" select "This PC".
-**In the "Enter file name here" box, enter a descriptive name for the corrections (ex: "Form W2C 2023").
+**In the "Enter file name here" box, enter a descriptive name for the corrections (ex: "Form W2C 2024").
 **In the dropdown box directly underneath the file name box, select "CSV UTF-8 (Comma delimited) (*.csv)".
 **Click the "Save" button.

@@ Line 1: / Line 1: @@
-<span style="color:#FFFFFF; background:#FF0000; font-size:30">Notes for year-end 2023 --- requires Keystone 4.5 or higher!</span>
+<span style="color:#FFFFFF; background:#FF0000; font-size:30">2024 W-2 filing requires Keystone 4.7.6 or higher - files may be uploaded after 12/12/2024</span>
 <!--
 <p>UPDATED 1/18/2021:</p>

@@ Line 195: / Line 195: @@
 ==Entering W-2C Corrections using Excel==
 *For each W-2 form to be corrected:
-**Fill in the Emp Id, Soc Sec # Previous, First Name Previous, Middle Initial Previous and Last Name Previous columns.
+**Fill in the Emp Id column.
 **For the remaining columns, fill in the Previous and Corrected columns ONLY for data that needs to be corrected.
 *After all employee corrections have been entered:

@@ Line 209: / Line 209: @@
 *Run the option "Federal W-2C (Corrections) Export" located on the Payroll-Web Portal Export/Filing menu.
 *Verify that the "Correction Tax Year" is correct.
-*Select "Corrected" for the Correction Reason.
+*Leave the "Correction Reason" blank.
 *Click the Export button.
 *You will be asked to "Select W-2C File".

← Older revision		Revision as of 20:38, 22 January 2024
Line 184:		Line 184:

	<span style="color:#FFFFFF; background:#FF0000; font-size:50">Remember it is your responsibility to verify taxes are accurately and completely filed and forms are received by employees!</span>		<span style="color:#FFFFFF; background:#FF0000; font-size:50">Remember it is your responsibility to verify taxes are accurately and completely filed and forms are received by employees!</span>
		+
		+	=W-2C (Corrections)=
		+
		+	<p><b>This process requires Microsoft Excel and Keystone to be installed on the PC that you will use to enter W-2C corrections.</b></p>
		+
		+	==Preparing Excel Spreadsheet==
		+	*In Windows, copy the file "Form W2C Template.xlt" located in the "C:\Program Files (x86)\GivenHansco\Keystone\Forms" folder to your Documents folder.
		+	*Open the file just copied to your Documents folder in Excel.
		+
		+	==Entering W-2C Corrections using Excel==
		+	*For each W-2 form to be corrected:
		+	**Fill in the Emp Id, Soc Sec # Previous, First Name Previous, Middle Initial Previous and Last Name Previous columns.
		+	**For the remaining columns, fill in the Previous and Corrected columns ONLY for data that needs to be corrected.
		+	*After all employee corrections have been entered:
		+	**Delete the first three rows of the spreadsheet.
		+	**Select the File-Save As option in Excel.
		+	**Under "Other Locations" select "This PC".
		+	**In the "Enter file name here" box, enter a descriptive name for the corrections (ex: "Form W2C 2023").
		+	*In the dropdown box directly underneath the file name box, select "CSV UTF-8 (Comma delimited) (.csv)".
		+	**Click the "Save" button.
		+
		+	==Exporting W-2C Corrections==
		+	*Start Keystone.
		+	*Run the option "Federal W-2C (Corrections) Export" located on the Payroll-Web Portal Export/Filing menu.
		+	*Verify that the "Correction Tax Year" is correct.
		+	*Select "Corrected" for the Correction Reason.
		+	*Click the Export button.
		+	*You will be asked to "Select W-2C File".
		+	*Select the file in your Documents folder that you saved your corrections into.
		+	*Shortly you will see a preview of the corrections entered.
		+	*Close the preview window.
		+	*You will now be asked "Proceed to export the report?".
		+	*Click Yes.
		+	*You will be asked to "Select Export File".
		+	*Be certain your Documents folder appears at the top, then click Save.
		+	*When complete you will see an information box with the number of employees processed.
		+	*Click OK.
		+
		+	==Uploading W-2C Corrections to Web Portal==
		+	*Run the option "Upload to Web Portal" located on the Payroll-Web Portal Export/Filing menu.
		+	*Login to the web portal using your previous login information.
		+	*See "Uploading Data to the Web Portal" above.

@@ Line 6: / Line 6: @@
 <BR>
-Keystone supports a web-based process for electronic filing of year-end tax forms. No more stuffing envelopes, no more printing! Electronically file W-2, W-3,  1094-C, 1095-B and 1095-C (Affordable Care Act) forms to the IRS/SSA and/or state in minutes!
+Keystone supports a web-based process for electronic filing of year-end tax forms. No more stuffing envelopes, no more printing! Electronically file W-2 and W-3 forms to the IRS/SSA and/or state in minutes!
 W-2 Filing via Web Services should be completed as part of the '''[[Payroll: Year End]]''' process.