If you do not have a software package that will create a W-2 report file in the EFW2/Form 10 format, the Department has created a Microsoft Excel spreadsheet (CREATE_W-2_IMPORT_FILE.xls) that can be used to create the file for you to use to electronically upload your w-2 information. You must have Microsoft Excel to utilize this program. NOTE: DO NOT attempt to upload this spreadsheet. The spreadsheet is only a tool to be used to create your W2REPORT file. Once you have completed entering all of your information, you will click on the red button and select a location where to save your file.Download CREATE_W-2_IMPORT_FILE.xls (right click on link to save file).(Updated: 02/26/2009)
To use this file:
Open the CREATE_W-2_IMPORT_FILE.xls and select Enable Macros.
If the Security Warning screen does not appear you will need to change the security setting on in Excel.To change the setting in Excel: Select Tools, Macro, Security.
Select the Security Level tab, then select the Medium option and click OK.
After changing this setting reopen the file and select Enable Macros.Enter the information into the spreadsheet. There is a sample record so you can see how the information should be entered. Make sure you delete the sample record and verify your totals at the top of the spreadsheet before you click on the Create AL W-2 Import File Button.
You will be prompted to enter or select a location to save the file. There will be defaults for your My Documents folder, the A: or C: drive. You can select one of the defaults or type a different location.
When the conversion is complete it will give you a message box telling you the the name of the file and where it is located on your computer.
