Exporting W-2 information to another application

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

The W-2 export feature enables you to create an XML file of employee W-2 information that can be imported into another application for client Form 1040 processing. Currently this feature supports import into UltraTax CS only. Unlike data sharing with UltraTax CS, the W-2 export enables you to export forms to other firm databases and to applications that are not installed to the same environment as Accounting CS.

Note: If your firm uses UltraTax CS, we recommend that you take advantage of the data sharing capabilities. For more information, see Data sharing overview.

With the W-2 export feature, the files are transmitted based on the Firm ID and the employee Social Security number.

Specifying the Firm ID

  1. Choose Setup > Firm Information > Firm and click the Preferences tab.
  2. In the Export W-2s section, enter the Tax Firm ID for the application into which you want to export the information. Currently this is for UltraTax CS only.

 Enabling the W-2 export feature for a client

  1. Choose Setup > Clients and click the Integration tab.
  2. Select the appropriate client in the Client selection pane.
  3. In the Export W-2s section, mark the Send W-2s to UltraTax CS checkbox.

Note: This checkbox is available only when a valid tax firm ID has been entered in the Preferences tab of the Setup > Firm > Firm Information screen.

Exporting the employee W-2 information

When the employee copy of the W-2 is printed, the employee W-2 information is sent to our secure CS Connect servers where it can be downloaded to UltraTax CS.

Note: If data sharing is enabled in the Preferences tab of the Setup > Firm Information  > Firm screen, the application will not share data with any client that has the Send W-2s to UltraTax CS checkbox marked, and will export only the W-2 information via our secure CS Connect servers.

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