INSTRUCTIONS FOR MANUALLY ENTERING UP TO 50 FORMS W-2 AND/OR 1099 INFORMATION RETURNS.
Step 1 – Select File or demo for a demonstration of how to file.
Step 2 – Select Form A-3 Employers Annual Return of Income Tax Withheld, then select File to manually file or demo for the demonstration.
Step 3 – Select the period for which you are filing, and then click Continue.
Step 4 – Enter your federal employer identification number in the space provided then select - I will manually enter my W-2 information.
Step 5 – If withholdings are from wages, enter employee name, social security number (no dashes), state wages, federal withholding tax, and state withholding tax. Money fields must include dollar and cents. If withholdings are from miscellaneous income (Forms 1099), enter recipient name, social security number (no dashes), miscellaneous income, and state withholding tax. Select the Add More button to add additional W-2/1099 information.
Step 6 – Click Calculate to total state tax withheld.
Note: DO NOT USE THE ENTER KEY ON YOUR KEYBOARD OR YOUR INFORMATION WILL BE ERASED. Clicking on the Reset button will clear all data entered. Also, if you stop entering your data the system will time out in 30 minutes and you will have to reenter your information. You can continue entering data or exit and return later to complete the process. Click the Save and Exit button to save your information.
INSTRUCTIONS FOR UPLOADING FORMS W-2 AND/OR 1099 INFORMATION RETURNS.Step 1 – Select File or demo for a demonstration of how to file.
Step 2 – Select Form A-3 Employers Annual Return of Income Tax Withheld, then select Upload or demo for the demonstration.
Step 3 – Select the period for which you are filing, and then click Continue.
Step 4 – Enter your federal employer identification number in the space provided then select - I will upload a file containing W-2 information.
Step 5 – At the Upload Status page, select the Upload W-2 button to go to the Upload File page to browse for the file you want to upload. After you have selected the file to upload, click on the Upload button.
Step 6 – On the Upload Status page, you must click Update Status to send your file. If you receive a File Accepted status the File A-3 button will appear. If a File Rejected status is received you can review the results in the Successful/Rejected W-2s field. You must correct any errors in your file then you can upload the corrected file. The new file will override the previous file uploaded.
Step 7 – To view Successful/Rejected W-2s, right click on the Download Result link and select Save Target. Choose a location where you want to save the results. Open the results file to view all successful or rejected results.
INSTRUCTIONS FOR COMPLETING FORM A-3.FORM A-3, Annual Reconciliation of Alabama Income Tax Withheld, is required to be filed by every employer or withholding agent who has an active Alabama withholding tax account number. A zero return is required to be filed if the account was active during the year and there was no tax withheld. To file a zero A-3, click on “I will manually enter my W-2 information” then click Continue. Skip the entry of W-2s by clicking on the Continue button. On Form A3, click the Continue button and then select Submit on the Verify Form A-3 page.
After successfully processing manually entered W-2s or successfully uploading of a W-2 file, the A-3 Annual Reconciliation form will display.Step 1 – Enter number of employee wage statements (Forms W2) and/or information returns (Forms 1099) transmitted. If you are filing both W2s and 1099s, this number must include the combination.
Step 2 - Enter amount of Alabama income tax withheld (dollar and cents) in the appropriate spaces in Column 1 and Column 2. If you paid your withholding tax electronically, Column 2 will automatically populate. If any payment was made by EPAY method or by check you must adjust the total to include that amount.
Step 3 – Enter total Alabama tax on wage statements (dollar and cents) in Block 2, below Column 1 and Column 2.
Step 4 – Click the Calculate button to total AL tax on wage statements and total tax remitted. The number of employee wage statements reported on Form A-3 will be compared to the number of Alabama W-2’s and/or 1099s either uploaded or manually entered into the paperless filing system and the amount reported in Block 2 of the Form A-3. The Total Alabama Income Tax on Wage Statements and/or 1099’s will be compared to the sum of the State Income Tax Withheld on the Alabama W-2’s and/or 1099s either uploaded or manually entered into the paperless filing system. Any differences in these amounts will need to be corrected before continuing.
Step 5 - If tax is due an electronic check will appear for you to authorize payment of your deficiency. If an overpayment is due, select Credit or Refund. Note: If the overpayment is for less than $100, a credit will be issued.
Step 6 – Select the Submit button to continue filing or Save and Exit to save your information and return at a later time.
Step 7 – Print the confirmation page for your record. You may select Email Confirmation and you will receive confirmation of your filing via email. You can view your confirmation by selecting the “View History of Submitted Returns” link on the Main Menu page.
