Instructions For Quarterly/w2 Electronic Transmittal Form - West Shore Tax Bureau (Page 2 of 4) in pdf

Instructions For Quarterly/w2 Electronic Transmittal Form - West Shore Tax Bureau Page 2

Note: Record formats are presented on pages 4 and 5. Two different record formats

presented: the excel spreadsheet format and the federal government EFW2 format. Choose

the format that best accommodates your situation.

Magnetic Media Technical Requirements

It is acceptable to “zip” your files prior to submission. Please utilize standard PKZIP or WinZip

technology to do so. Please maintain the standard .zip extension on “zipped” files so that it is

obvious to us that the file needs to be unzipped.

Note: Records filed online may not be “zipped”.

Please submit your files using one of the acceptable transport methods or forms of media listed

below.

Transport Methods / Forms of Media

1. CD-ROM, DVD, CD-R and CD-RW are acceptable.

a. All media must be formatted for and readable by a standard Microsoft Windows

based PC.

2. E-Mail

a. Email the W-2 data as a file attachment to . Please note

that you will need to mail (to the West Shore Tax Bureau, Attention Kristie) or

fax (717-975-8955) the reconciliation form.

3. Notice: When transmitting via fax and email to the West Shore Tax Bureau – This

Bureau shall not be responsible or liable for the confidentiality of information or records

which are or which may be read, accessed or received by another person or entity while

the information or records are in transit to or from this Bureau by e-mail or fax.

4. Online Filing

a. Please visit our website at

for information on how to register

for online filing.

Excel Spreadsheet Format

The table must include the following columns at a minimum and the columns may appear in

any order. We accept Microsoft excel version 2003 or earlier.

Required Field

Column Heading (Row 1) contains the text:

Account Number

ACCOUNT (West Shore Tax Bureau account number, not federal

EIN)

Social Security Number

SSN

First Name

FIRST NAME

Last Name

LAST NAME

Street Address

ADDRESS (The first column on which these characters are found

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Instructions For Quarterly/w2 Electronic Transmittal Form - West Shore Tax Bureau Page 2