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Version: 1.7.3

W-2 Federal Filing

Form W-2 is filed annually by employers to report employee wages and the taxes withheld during the year. These forms are submitted to the Social Security Administration (SSA), and a copy is provided to each employee for use in preparing their individual income tax return.

Here’s a summary of Form W-2 and its related forms:

  • Form W-2 - Used to report employee wages and taxes withheld for the year.
  • Form W-3 - Used to provide a summary of all W-2 forms submitted.
  • Form W-2 C - Used to correct errors on previously filed W-2 forms.

How to automate W-2 with TaxBandits API​

Once you’ve integrated your application with the TaxBandits API, you can follow the steps below to e-file W-2 forms with the SSA.

  • Complete OAuth 2.0 Authentication - This is a common step for every endpoint. Before using any endpoint, you must get the access token. This access token must be provided in the request header as the ‘Bearer‘ token.
    For detailed information, click here.
  • Add Business (Optional) - Use the Business/Create endpoint to create the business for which you need to file W-2 forms. You can also skip this step and create the business directly while creating your W-2 form (BusinessId will be shared in the response).
  • Configure Webhooks (Optional) - To receive SSA status updates for the W-2 forms you file, you must configure webhooks for the event type ‘E-file Status Change’.
    Click here to learn how to set up Webhooks to receive e-file status.
  • Create W-2 forms - Use the Create endpoint of the W-2 form to generate your returns. While creating your return, you can opt for federal filing, state filing, postal mailing, and online access as well.
    Note: A W-3 form will be automatically generated by our system based on the W-2 forms created. You can get the PDF of the generated W-3 form using the Form W-3 GetPDF endpoint. Learn more
  • Transmit forms - Use the Transmit endpoint to e-file your returns to the SSA.

You’ll receive status updates via Webhooks (if configured). If not, you can use the Status endpoint to retrieve the status.