Navigation:  Electronic Filing > Professional Edition Features > Generating State W2 Filings - Professional

 

For State filings it is necessary that the field "State Where Paid" contains the State for which we want to generate a Report.

This can be set using one of the bulk edit tools and in the case of multi-state filing it is pulled into the form during import.

 

 

 

Once the forms are set, we want to run a Review for the State in question:

 

 

Select the state and click Process.  If the review is successful, "mark as ready to generate"

 

At this point nothing has been generated.

 

Select File -> Pro Generate

 

Tag the Company you want to generate for, and click "State Local" button generate a submission file.

 

 

Now select the actual format (state) we want to generate.  The click create.

 

 

 

Once the Generate is complete, you are ready to file.

 

 

 

Click File->Pro Submit Files

 

As you can see, the State/Local files for W2s appear in the SSA list.....

 

 

In this example the file "OR_TAX_0022.TXT" was created (and is in your FILINGS folder.

That file can then be submitted to the State/Local agency.