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Excel W2 Template - Excel by aln90371

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Excel W2 Template document sample

More Info
									                    First       Middle      Last
      SSN                                               Suffix     Address       City        State     Zip code        Box 1    Box 2    Box 3    Box 4
                    name        initial     name
                                                                   1 home
  123-45-6789        John          A        Smith                              San Jose       CA        95000          40,000   4,000    40,000   1,000
                                                                     road
                                                                    1 river
  999-99-9999       Jenny                   Carter                               Reno         NV        89000          30,000   3,000    30,000   800
                                                                     lane



Instructions: (Delete the instructions and all lines below before you save the worksheet to create a clean data file)

  1. Each column represents a data field on a standard W2 form.

   2. You can delete the columns that you do not use (no data) to make the worksheet smaller.

  3. Each row is for one W2 form.

  4. Make sure "First name", "middle initial" and "last name" are separated into 3 data fields (required for e-file)

  5. For Box 13 check boxes, enter "Yes" (for check) or leave it blank (uncheck).

  6. Delete the instructions and save a clean Excel worksheet with W-2 data only.

  7. Open the saved worksheet and save it as a Text (Tab delimited) file. A text file works better than an Excel worksheet for upload.

** Contact eSmartPayroll at Support@eSmartPayroll.com or (408) 935-8969 if you have questions about the Excel format.
                                                  Box 11   Box 11                               Box   Code   Box   Code   Box
Box 5    Box 6   Box 7   Box 8   Box 9   Box 10                     Code 12a Box 12a Code 12b
                                                   code    amount                               12b    12c   12c    12d   12d

40,000   500                                                           c       500

30,000   400
Box 13 Box 13 Box 13   Box 14    Box 14 Box Box Box Box Box Box
                                                                     Box 15   State ID   Box 16   Box 17   Box 18   Box 19
 Statu Retire  3rd     item 1   amount 1 14 14     14  14   14  14
                                         ite amo item amo item amo
                                                                                39-
                                                                      CA                 40,000    800
                                                                              049499
                                                                      NV      894949
Box 20

								
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