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Version: 1.7.3

Overview

Form W-2 is a wage tax form to report the wages paid to employees and the taxes (social security, income, and Medicare tax) withheld from the employees to the SSA (Social Security Administration). Also, a copy of Form W2 must be furnished to the employees.

Services offered by TaxBandits API:​

  • Federal & State Filing - E-file Form W-2 with both the SSA and States.
  • Postal Mailing - Distribute the recipient copy of Form W-2 via Postal Mail.
  • Online Access - Make the digital copies of Form W-2 available online for the corresponding recipients.

How to file Form W-2:​

You can use the following endpoints to complete the Form W-2 filing with the TaxBandits API.

Note:

To use the following endpoints, you must first call the Auth method to obtain an access token. Include this token in your request header as a Bearer token. Refer to OAuth 2.0 Authentication for details on JWT-based authentication.

  • Create - Used to create Form W-2 for employees associated with the employer. You can also enable state filing, postal mail, and online access if needed.
  • Update - Used to make changes to an existing Form W-2 before transmission.
  • Transmit - Used to transmit Form W-2 to the SSA electronically.

PDF retrieval​

You can obtain the PDF version of your W-2 forms using one of the following endpoints:

  • RequestDraftPdfUrl - Used to return the draft PDF for review purposes. These forms are not for filing and will have a watermark "For Review only" on them.
  • RequestPdfURL - Used to retrieve PDF URLs for single or multiple employees.
  • GetPDF - Used to get the link for the W-2 form PDF. To use this, you must have configured webhooks for it so that the endpoint will return the PDFs via Webhook.
Info

To retrieve the final version of W-2 Form PDFs, you can use either RequestPdfURL or GetPDF.

Status retrieval​

You can retrieve the status of your W-2 in two ways:

  • Status - Use this endpoint to retrieve the status of the W-2 submitted to the SSA and/or states.
  • Webhooks - You can configure webhooks for the following event types to receive Form W-2 status updates.
    • E-file Status Change - You will be notified when the SSA accepts or rejects your Form W-2. Learn More
    • E-File State Status Change - You will be notified when the state accepts or rejects your Form W-2. Learn More
    • Postal Sent - You will be notified when the W-2 forms are mailed to the recipients.Learn More
    • Online Access Status Change - You will be notified when the Form W-2 forms are shared with recipients via online access, when recipients provide consent, and when they access the forms. Learn More

Other actions​

You can use any of the following endpoints to perform the corresponding actions.

  • ValidateForm - Used to validate the field-level specifications of W-2 before creating the form. (Optional)
  • Validate - Used to audit the created W-2 form before transmission to the SSA.
  • List - Used to list all W-2 forms for a submission or Payer.
  • Get - Used to retrieve the recipient data, business data, and form data from the W-2 form created.
  • GetbyRecordIds - Used to retrieve the recipient data, business data, and form data using the Recordids (without Submissionid).
  • Delete - Used to delete the W-2 form you prepared in TaxBandits before transmitting.

To learn how to retrieve a Form W-2 PDF, click here