TAX FORM PROCESSING FAQS

Your company code is how we identify your company in our upload portal and it is unique to you. You will need it to gain access to the portal for uploading, approving, and retrieving documents. Email w2processing@thesolvgroup.com or call 800-388-3650 to obtain your company code. 

The W2 portal opens on January 1st for uploads.  The last day to upload and have your W2s printed and mailed by the IRS deadline is January 25th, 2022.  

Our secure portal is located at www.w2copy.com

The contract will be ready soon! When it's ready to fill out there will be a link for you here. We will also notify you via email if you're on our Tax Processing announcements list. 

Please call us or email w2processing@thesolvgroup.com to get a copy of your contract from the previous year.  

Yes, we have the eW2/e1095 instructions for your employees here. 

They are also available in Spanish. 

Once employees opt in to receive their W2s/1095s electronically, they are opted in until they choose to opt out. Employees are in complete control on how they wish to receive their tax forms.  

We are a longtime preferred partner with H&R Block and Turbo Tax which helps your employees streamline their tax preparation.  You can opt in on our contract.  

Your W3 is located on your portal under W2 Tools>W2 Electronic Submittal>W3 Look on the right-hand side of the dashboard and click on the link called “Download”.  

You can view the status of your files on your portal under W2 Tools>W2 Electronic Submittal.  They are listed by FEIN.  

You can view your files on your portal under W2 Tools>W2 Electronic Submittal.  They are listed by FEIN.  You are able to download the W3 by FEIN to send to your clients. Each column on the dashboard is sortable and you are also able to download a copy of all EINs and their status by clicking on the “CSV” or “PDF” button to the upper left of the screen. 

Click on Upload Files and the delete option is midway down the page with a Red Button that says View Them Here.

Please email w2processing@thesolvgroup.com for the most current formats for your files. 

Please email w2processing@thesolvgroup.com for the most current formats for your files. 

We don’t combine W2 wage information for an employee who worked at two different companies.  Each company has their own FEIN and those wages are reported to the IRS so they cannot be combined. 

If an employee has wages in 2 states or many localities then it will generate a 2 page W2. 

An employee can go to w2copy.com, click on the employee button and follow the steps to obtain their W2/1095.  Employees can reprint copies of their current W2/1095 at no charge. There is fee for reprinting W2/1095 copies from previous years.  

You can also reprint the W2/1095 if you order a DVD of the W2 PDFs. 

You can view the status of your 1094C filings on your portal under W2 Tools>1095 Submittal >Click on the correct FEIN 

You can view the report on your portal under W2 Tools>eW2 Report >. You can also download a copy for your records by clicking on the “CSV” or “PDF” link. This data is generated in real time, so you may need to refer back to the site from time to time.  

Go to Profile on your portal and there is an option to update your email address as well as change your password. A best practice is to review this information before the start of the season so that the appropriate contacts receive the email alerts.  

The bad address list is all the addresses that were found to be incorrect or had a fast forward with the USPS.  That is located on your portal under Processing Files>Documents>View Documents drop down>Address Correction. We are required by USPS to run all addresses through their system for current addresses that are on file. This list can be reviewed so that you can update your database and answer employee questions if they have not received a W2.  

You can use our W2C feature on your portal under W2 Tools>Tax Documents.  You will need to pull up the correct W2 and make the corrections.  You can print locally or select to have us print and mail. There is a fee for this service.  

You find your state files on your portal under Processing Files>Documents.  Find the location code you are looking for and select “state filings” from the dropdown menu and you will see the files that are available. 

Go to your portal and click on Processing Files>Processing Dates and you can view the status of your files. 

Files are kept on your portal for 5 years. 

On your portal go to Processing Files> Documents and you will see your file in the Special Download section.  This appears at the top of the page. Click on the link and save the file to your computer. The link will disappear after 24 hours.