Generate a W-2 Form package for calendar-year 2024 with state-local withholdings, elective deferrals, and cost-basis adjustments for all employees of a multistate medical-practice client using QuickBooks Payroll data file export

Generate generate a w-2 form package for calendar-year 2024 with state-local withholdings, elective deferrals, and cost-basis adjustments for all employees of a multistate medical-practice client using quickbooks payroll data file export for Accounting, Tax Preparation, Bookkeeping, and Payroll Services industry

Accounting, Tax Preparation, Bookkeeping, and Payroll Services

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Allowed: IIF, CSV, XLSX, QBO

Max size: 50MB

Upload QuickBooks Payroll data file (.iif, .csv, or .qbo) containing all employee compensation, tax, and deduction records for 2024
Enter employer's legal business name and EIN as registered with IRS
Select all state and local jurisdictions where employees worked or taxes were withheld
Identify which employee types are included in this W-2 generation
Specify which elective deferrals and pre-tax deductions need special handling
Indicate any state-specific W-2 filing requirements or local mandates
List any equity compensation, stock options, or RSUs requiring cost basis reporting in Box 12
Confirm W-2 filing requirements and distribution method for 2024
Indicate level of CPA review and quality assurance needed
Provide any special handling instructions, unusual compensation scenarios, or specific client requests
Enter client file number, payroll service provider, or other reference identifiers