E-Filing with Account Ability involves 3 simple steps:

• Select a client from the Client (Filer) Management module.
• Open the W-2 returns to be reported.
• Select Electronic Reporting from the File menu to display the Electronic Reporting Options dialog.
• Suggestion - Click the Help button in order to familiarize yourself with this dialog.
• Select a Destination Folder (this is where the W2REPORT transmittal will be created).
• Do not check any states to exclude.
• Do not check the Resubmission indicator (unless you are resubmitting previously reported W-2s).
• Click the OK button.
• If a W2REPORT transmittal file does not exist, one will be created. Otherwise, you will have the option to append the W-2s to the existing W2REPORT transmittal file. Although the option to append is up to you, it is suggested that you append all W-2s to be reported to a single W2REPORT transmittal file.
• Repeat step (1) for each client until all W-2s have been written to the W2REPORT transmittal file.
• (Optional) Select View/Delete Filers from a Transmittal from the Module menu and open transmittal W2REPORT (W2). It is suggested that you print this list for your records.

2) Upload the W2REPORT transmittal to the SSA Business Services Online (SSA BSO):

• Select SSA Business Services Online from the Module menu.
• Click Log In.
• Enter your User ID and Password (Tip: You can use the Fill-In button to retrieve this information).
• User Certification: Make sure you have read and agreed to the terms.
• Click Log In in order to access the Main Menu.
• Select Report Wages to Social Security.
• If you are checking submission status, skip to Submission Status below.
• Otherwise, click the Upload Formatted Wage File tab.
• Click Submit/Resubmit a Formatted Wage File.
• Read the Before You Start information, and then click Continue.
• What's in the File? Answer these questions before clicking Continue.
• Submit Your File. Browse to the W2REPORT file and click Submit to upload your transmittal.
• After the upload is complete, print a copy of the receipt page.

3) Rename the W2REPORT transmittal:

• Select Rename a W2REPORT (W-2) File from the Module menu.
• Locate the W2REPORT transmittal and click the Open button.
• Enter the Wage File Identifier (WFID) (You will find this information on the receipt page).

To check your submission status, repeat step (2) up to see checking submission status.

Submission Status: Click the Search by WFID tab and click Continue. The status of your submission will be one of the following: RECEIVED (your transmittal has not been processed yet); IN PROCESS (your transmittal is now being processed by SSA); COMPLETE (your transmittal has been accepted by SSA); RETURN (your transmittal contains errors and must be replaced. In this case, contact Account Ability Technical Support at 800-582-5831 for assistance).