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Resources for our Clients



Important information

Beginning in 2022, if you send 100 or more W-2s you must send them electronically.

The Taxpayer First Act mandates electronic filing of IRS forms including W-2s


*Pending IRS issuing final regulations.

Tax Year 2021 wage reports must be filed
with the Social Security Administration
by February 1, 2022

We now offer a new way to upload your W-2 file if it meets our specifications (EFW2)

If your software creates a EFW2 format, consider Wage File Upload instead of keying individual W-2s

  • You can upload your file to us to process for FREE

  • Saves time and reduces errors

  • Just register for Business Services Online

  • Learn more


How Does It Work?


  • We will process your file in real-time, and you will get results right away of either Success or Reject.

  • If your file is rejected we will provide you the errors right on the screen.

  • You will not receive a Wage File Identifier (WFID) until you have fixed the errors, resubmitted the file, and it passes all edits.

For more information…

We also have a FREE service called W-2 Online that is great for smaller businesses

How to report Deferred Payroll Taxes

If you deferred payroll tax for your employees in 2020, and if you collected this tax in 2021, then you need to send in a W-2C to correct Tax Year 2020 Social Security taxes

Truncated Social Security Numbers (SSNs)

  •  You may truncate the SSN on W-2s, except on Copy A

  • We will not accept truncated SSNs that only show the last four digits (XXX-XX-1234) on Copy A Form W-2 or in the SSN field when using the EFW2

  • Please remember to show all nine digits of the SSN on Copy A for proper processing

  • IRS instructions on Truncated Taxpayer Identification Numbers

Verify SSNs


Find helpful information Online

Go to our Employer Page for videos, tutorials, and other useful information and links

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AEP October 15 - December 7, 2021


The Medicare Annual Enrollment Period (AEP) is when you can make specific changes to your Medicare Advantage (Part C) or Medicare prescription drug (Part D) plan. Changes made during AEP take effect on January 1st of the following year. The Medicare Annual Enrollment Period lasts from October 15 to December 7 every year.

During AEP, you can make some of the following Medicare coverage changes:

  • Disenroll from a Medicare Advantage plan and return to Original Medicare (Part A and Part B)

  • Switch from Original Medicare and enroll in a Medicare Advantage plan

  • Disenroll from your current Medicare Advantage plan and switch to a different Medicare Advantage plan

  • Disenroll from a Medicare prescription drug plan

  • Enroll in a Medicare prescription drug plan

  • Switch from one Medicare prescription drug plan to another Medicare drug plan

The Medicare AEP gives you an opportunity to make changes to your Medicare plan coverage according to your changing budget or health coverage needs.

If your current plan makes changes to its costs, benefits structure, or other features, AEP gives you the opportunity to change to a plan that better suits your needs.

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Retirement and You

How confident are you about having a comfortable retirement? If you are a little worried, you’re not alone. According to a 2014 report by the Employee Benefits Research Institute, 36% of respondents were “not very confident” or “not confident at all” about having a comfortable retirement. We can help.

Participating in your employer’s 403(b) or 457(b) plan can take you one step closer to a retirement that can support your lifestyle.

Paycheck Protection Program

The U.S. Senate approved a two-month extension of a popular U.S. small-business relief program that still has about $79 billion left to distribute, giving companies until the end of May to apply for the forgivable loans

The Billionaire's Club

“What you really value in life is ownership, not money. If ever there is a choice—more money or more responsibility—you must always opt for the latter.”

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