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W2 Form Printing: How to Import W-2 Data from .csv file



ezW2 software is approved by SSA to print all W-2 forms and W-3 form on white paper. It can import data from .csv file and print form quickly. In this article you will find

  • How to convert my data from other format to .csv file

  • How to download sample data files

  • Steps to import data from .csv file

  • Troubleshooting



  • How to convert my data from other format to .csv file

  • If your data is saved in Excel file, you can convert it easily by clicking Excel top menu "File", then click "Save As" to save it as .csv (comma delimited) file.

  • If you saved data in access, sql server or other database, you can export data to .csv file first.


    Download sample files to test the import function

    If you need some data to test this import function, you can click here to download test-w2-data.zip. You need to unzip the data before testing the import function.

    https://www.halfpricesoft.com/w2-software/test-w2-data.zip

      How to download sample data and test the import feature




    Steps to import data

    Step 1: Start ezW2 software.

    Start ezW2 software. If you have not installed it, you are welcome to download the trial version and test drive it with no obligation.

    Step 2: Clear employee list (Opional)

    If you have test data, please remove it first.



    Step 3: Import data

    You can access this screen by clicking the top menu Current Company->Import W2.



    Follow the instructions on screen step by step and import w2 data.

    3.1 Open data file.

    If your data file is opened by other application (ie: Excel) now, please close it before you import data with ezW2 software. You cannot open the same file with two applications.

    3.2 Map Part I data



    3.3 Map Part II data



    3.4 Click the "Test Parse" button to validate data



    3.5 Import Data



    Step 4: Review, Edit and Print Forms

    After you import data, you can click the top menu "Current Company" then "Form W2" to view the forms.

    You can review the data, edit form, print form or generate efile document. More information can be found from ezW2 Quick Start Guide







    Troubleshooting

    1. Access Violation Error
    Solution: If your data file is opened by other application (ie: Excel) now, please close it before you import data with ezW2 software. You cannot open the same file with two applications. Please restart ezW2 and try it again.

    2. Other errors
    Solution:
    1. Please download our sample data files and test the import function.

    2. If our sample data file works, you can add a few rows of your data and import data again.

    3. Then add more data the file and import data