Generate a W-2 Electronic Reporting File
After you generate, review, and edit a W-2 work file, you can transfer the information to an electronic filing format that conforms to Federal reporting guidelines.
For information about Electronic Filing reporting requirements, see www.ssa.gov/employer/.
Prerequisites: You must enter information on the Form W-2 Processing form, enter state tax IDs, and generate and edit the work file.
To transfer W-2 information to an electronic reporting file, complete the following steps:
- From the Vision Navigation menu, click .
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Verify that all W-2 information generated for your employees is correct and edit the work file, if necessary.
Vision does not verify the accuracy of information in the W-2 work file. You must review all W-2 information and make any necessary changes for individual employees using the Form W-2 Editor prior to creating the Electronic Filing Report file.
- On the toolbar of the Form W-2 Processing form, click Electronic Filing.
- Enter information in the fields on the Form W-2 Electronic Filing Reporting dialog box.
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Click
Create File.
When export of the files is complete, Vision displays a dialog box that indicates the number of records exported and prompts you to confirm the process.
- Click OK.
- On the File Download dialog box, select Save this File to Disk and click OK.
- Browse to the location where you want to save the file and click Save.