Learn how to transmit your W-2 and W-2C (correction) forms to the IRS.

1. Go to Transmit > W-2 Transmit on the side menu.
2. Click Create transmittal.
3. In the Federal Forms section, select one of the following options:
   • Originals: W-2 forms that you are filing for the first time this tax year.
   • Corrections: W-2 forms that were previously transmitted and have to be corrected (W-2C forms).
4. Select which forms to transmit.

   Payers and forms

   All payers and forms are selected by default. If you don't want to include a payer or form, click the Arrow icon and clear the checkbox.

   Include forms under federal limit

   The IRS has a limit for what must be reported. Select this checkbox to include all forms and ignore those limits.

   Include forms with errors

   We recommend fixing errors in your data before transmitting. If you want to ignore errors in your data and transmit the forms anyway, select this checkbox.

   CAUTION: If selected, forms with errors and forms whose recipient has errors will be transmitted.

   Combine federal and state

   Select this checkbox to transmit to states that participate in the Combined Federal/State Filing (CF/SF) program, in additional to the IRS.

5. Click the Edit icon to review your W-2 output settings.

   W-2 employment code

   Select the code that identifies the type of employer.

   • A: Agricultural employers (Form 943).

   • X: Railroad employers (CT-1).

   • R: Regular employers (Form 941). This is the default option and the most common employment code. It covers payroll employers and all others not covered by the other specific codes.

   • Q: Government employers reporting employees who have wages subject to Medicare tax only, not Social Security (Form 941).

   • M: Military employers filing Form 941 for full-time active duty service members whose wages are covered by Social Security.

   • H: Household employers who file Schedule H with their personal tax return.

   • F: Small employers who file Form 944 annually instead of Form 941 quarterly.

   Common pay agent

   If your organization is a pay agent, or reporting agent, who is authorized to file W-2 forms on behalf of one or more employers, select your common pay agent code.

   • 2678 Agent: Your organization is a Certified Professional Employer Organization (CPEO) that has been certified by the IRS to file W-2s under your own EIN, not the client's.

   • Common Paymaster: Your organization acts as the paymaster and pays wages for multiple related corporations that share the same employees.

   • 3504 Agent: Your organization is a payroll service provider that files W-2s under the client's EIN.

   Mark W-2 records as resubmitted

   Select this if the IRS rejected an earlier W-2 transmittal and you need to replace it.

   W-2 third-party sick pay participation

   Select this if your organization participates in this program.

6. Click the Arrow icon next to W-2 Control Totals to expand the section and review your control totals.
   Control totals typically include the sum of all payment amounts and withholding amounts and the total number of forms being transmitted. These amounts are based on the criteria you selected in the Data selection section.

   Tip: If the Refresh control totals button is enabled, the displayed control totals are outdated. Click this button to get the most recent control totals.
7. If the control totals look accurate, click Create transmittal file.
8. Review the transmit settings you selected in step 4 and review your control totals again.
   Note: If you see a loading circle instead of a list of form types, your transmittal file is not ready yet. The transmittal file will be ready in a few moments.
9. If the settings and control totals look accurate, click Approve and transmit.

   • If you need to start over, click Cancel transmittal, then click Cancel transmittal again on the pop-up. The forms will be marked as cancelled and you can start the transmit process again.

   • If you want to transmit later, click Go back. The transmittal file will be saved in the Approve and transmit section of the W-2 Transmit page.

10. On the pop-up, click Transmit to IRS.