How to Create Your W-2 Form in TaxZerone

Creating a W-2 form can seem complex, but with TaxZerone, the process is simple, efficient, and easy to follow. Whether you’re an employer or payroll professional, you can quickly generate and file W-2 forms in just a few steps. Here’s a step-by-step guide to help you create your W-2 form using TaxZerone.

Step 1: Log in to Your TaxZerone Account

New Users:
Visit TaxZerone and sign up for an account.

Existing Users:
Simply log in with your credentials to access the dashboard.

Step 2: Choose or Add your business

Once logged in, follow these steps:

1. Go to the Information Returns dashboard and click the “Add Form” button.
2. To start filing, either click on “New To TaxZerone” to add your business or click on “Select From Address Book” to choose from the list, if you have already added to your Address Book.

1 / 3

London, Ebgland

2 / 3

Sunset in Romania

3 / 3

New York, USA

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Step 3: Enter W-2 Information

1. Select the Tax Year you wish to file.
2. Choose one of the filing options in TaxZerone:
   • File One at a Time: Manually enter the W-2 information.
   • Bulk Upload: Import multiple forms from an Excel file.
3. Enter the Employee’s Name, Address, and Email Address.
4. Enter the wages, tips, other compensation, Social Security wages, Medicare Wages and Tips, Social Security tips, tax withheld and other details.
5. Enter applicable state details like ID, wages, tax.
6. Click Save and Continue to create the form.

Step 4: Review the W-2 Form

Before submitting, carefully review all the information for accuracy. TaxZerone provides a preview option to highlight any missing or potentially incorrect data.

Select the relevant services by checking the boxes if you want to:

• State Filing: To file with your state
• Electronic Delivery: To share the forms to your employees through ZeroneVault, secure online portal. 
• Postal Mailing: Send the form to the employees by mail.

Step 5: Transmit to the SSA

Once you’ve verified the details in the W-2 forms:

• If applicable, complete any reconciliation form..
• Complete the Payment and e-file your W-2 forms to the SSA.

Benefits of Using TaxZerone for W-2 Forms

• User-Friendly Interface: Simplified steps make W-2 creation hassle-free.
• IRS-Authorized E-Filing: Safe and compliant electronic submissions.
• Error Detection: Built-in checks minimize the risk of filing inaccuracies.
• Secure Data Management: Your sensitive information is fully protected.