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What are my next steps?

When you process your W-2/W-3 forms, QuickBooks recommends the following next steps:

  • If you are processing your W-2 forms in groups and you have additional forms to process, click Process W-2s to select the next group of employees. How to process W-2/W-3 forms in groups (batches)

  • If you made any adjustments, be sure to make those same changes back in QuickBooks.


    QuickBooks sends data to the forms, but it does not bring back any changes that you might make.


    The legal name of your business may have recently changed from "Acme Company" to "First Acme Company." However, the change has not yet been made in the Legal Information section of the Company Information window. When you open the tax form, the legal name still shows as "Acme Company." You edit the name in the tax form and change it to "First Acme Company." If you want to make that change permanent in QuickBooks, you need to go to the Company Information window.

    1. Go to the Company menu and click Company Information.

    2. Edit the legal name there.

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