Tool Box W-2 is an easy to use tax preparation software for the filing of forms W-2 and W-3. TBW2 makes the process of preparing all your client's forms W-2 and W-3 easy and straight forward. Includes all these features and more:

• Ease of Use and Time Saving. The learning curve on this program is nil. As soon as you load TBW2 you will be up and running. There are just 2 data entry screens to keep track of; the W-3 and W-2 data entry forms. As soon as you create your first client file, the program will automatically display the W-3 data entry form, just complete a few required fields and then go on to the W-2 data entry form. This form has the look and feel of a real form W-2, and from this one data entry form you create, edit, navigate, and delete employee records. you can also print all or one form from within the Form W-2 data entry screen.

• Complete On-Line IRS instructions. We have included the IRS instructions for forms W-2 and W-3 which can be easily accessed from within the Program.

• Multi Employer Support. Create an unlimited number of employers capable of supporting up to 250 employees.

• Data Entry Flexibility. You have complete control over all the data entry fields on the Form W-2. Its you "the User", who determines how the data entry fields are to be completed. The program imposes no limitations.

• Pop-Up Calculator. TBW2 comes equipped with a pop-up calculator that allows you to perform any type of computation on a dollar amount data entry field, via a Put and Get command buttons.

• Payee Labels: You can print payee address labels. The program supports Avery® 5160 address labels. With this type of label you can print up to 30 payees on a single sheet. Also, the program will automatically print the Post Net Bar Code of any payee whose "City, State and Zip Code" field contains a Zip+4 Zip Code format (XXXXX-XXXX).

• Fast and Efficient File Database: For speed and efficiency, file read/write is accomplished by using low level Windows API calls, also, the file records are manipulated using a binary format for super fast reads and writes.

• Black and White Copy A Support. You can now print a Social Security Administration (SSA) approved Copy A of forms W-2 and W-3. You will not need to purchase the red pre-printed copy A of forms W-2 and W-3.

• Password Protection. You can optionally select to password protect individual payer files.

• Technical Support. Every TBW2 user is entitled to free and unlimited technical support.

NOTE: Support for the red pre-printed copies of Forms W-2 and W-3 has been discontinued for 2024 and beyond. Users should instead use the program generated Black and White Copy A which has been approved by the Social Security Administration.

— New for 2024 —

Forms W-2 eFile Support. The EFW2 Module will make it possible for users to setup a submitter information and the creation of an EFW2 text file which conforms to the Social Security Administration's (SSA), rules and specifications (per Publication 42-007), which can then be uploaded to the Business Online Services (BSO). A Login.gov or ID.me account must be setup prior to setting up an account with the BSO. Once you have setup an account with Login.gov or ID.me, navigate to www.ssa.gov/bso and setup an employer account.

Although this new module is a part of TBW2, an additional user registration number will be required to access it. We are offering the EFW2 Module at an introductory price of $149 USD.

EFW2 Module Screen Shot

New Data Entry Fields. The city, state and zip code field on Forms W-2 and W-3 have been separated. There will now be a street address field, a city name field and a Zip Code field. This modification is a necessary requirement for the data formatting of the EFW2 Module file creation process. If you used the 2023 version of TBW2, these new fields will require your attention since the transfer utility will create blank fields for the city name and Zip Code fields.

New Form W-2 Automatic Tax Calculations. When entering an amount in box 1 (Wages, tips, other comp.), boxes 3, 4, 5 and 6 will be automatically calculated. If you modify the box 3 amount (Social security wages), the box 4 amount (Social security tax withheld) will be automatically calculated, likewise, if you modify the box 5 amount (Medicare wages and tips), the box 6 amount (Medicare tax withheld) will be automatically calculated, and finally, if you make an entry in box 7 (Social security tips), then box 3 (Social security wages) will be modified by the entry in box 7.

Improved Data Error Checking. More fields are now being error checked on Forms W-2 and W-3 since it is very important to ensure that the Forms reflect accurate and complete data.

To download a TBW2 demo click here

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