Ngaphambi kokuba Ulungiselele kwaye Ukwabelise iiFomu ze-W-2

by Jean Murray

Unyaka ngamnye, abaqeshi kufuneka bathumele ingxelo kubasebenzi ababonisa umvuzo wabo ngokupheleleyo kunye nokuncitshiswa, ngoko ke abasebenzi bangabandakanya ulwazi malunga neentlawulo zabo zerhafu. Iingxelo kufuneka zifakwe kunye noLawulo loKhuseleko loLuntu. Le ngxelo ifom ye-W-2.

Ngaphambi kokuba ulungiselele kwaye uthumele iifomu ze-W-2 kubasebenzi kunye noLawulo loKhuseleko loLuntu, landela la manqaku ukuqinisekisa ukuba yonke into iyahamba kakuhle.

01 - Qinisekisa ukuba uye waqeshisa abasebenzi ngokuchanekileyo njengabasebenzi

Ngamanye amaxesha kunzima ukuxelela ukuba umqeshwa ungumqeshwa okanye ukhuphiswano ozimeleyo , kodwa i-IRS idinga ukuba abasebenzi bahlelwe ngokuchanekileyo kwaye i-IRS inokubeka iintlawulo kunye nezohlwayo kwiinkampani ezihluleka ukuhlukanisa abasebenzi ngokuchanekileyo.

Umqeshwa ngumsebenzi owenza umsebenzi kwisikhokelo somqeshi. Ngokuqhelekileyo, nabani na owenza iinkonzo zombutho ngumqeshwa ukuba umbutho ungakwazi ukulawula oko kuya kwenziwa kunye nendlela eya kwenziwa ngayo.

Ngakolunye uhlangothi, ukontraka ozimeleyo ngumntu okanye ishishini elibonelela ngeenkonzo kumnye umntu okanye ishishini. Ikontraka elizimeleyo yinkampani ehlukeneyo kwaye ayiqwalaselwe njengomqeshwa. Eminye imizekelo yabakontrakthi abazimeleyo ngabacebisi, abameli, okanye abadayisi. Umsebenzi weenkontileka ezizimeleyo ngokuqhelekileyo kungenakwenzeka okanye awubalulekanga kwishishini; umzekelo, inkonzo yokucoca, inkqubo yokuhlawula, okanye inkonzo ye-IT.

Funda ngakumbi malunga nokwahlula abasebenzi njengabasebenzi okanye abakontraki abazimeleyo , kwaye ubonisane negqwetha lomsebenzi ukuze uncediswe.

02 - Hlola ukuSasazwa kunye neeDayiti yeeNqaku zoNyaka okhoyo

Amanyathelo amabini abandakanyekayo kwinkqubo ye-W-2. Isinyathelo sokuqala sisasaza iifom ze-W-2 kubaqeshwa. Isinyathelo sesibini kukufakela ezi fom kunye noLawulo loKhuseleko loLuntu. (SSA)

Umhla wokugqibela wokunikezelwa kokubini kwabasebenzi nokufakela nge-SSA nguJanuwari 31 wonyaka olandelayo. Lo ngumhla omtsha wokugqibela wokufakela i-SSA ifakwe ukulungiselela ukukhusela ukukhwabanisa irhafu. Funda kabanzi malunga neeholide zokugqibela ze - W-2 kunye ne-1099.

Qinisekisa ukuba unikezela abasebenzi iifom zabo ekuqaleni kukaJanuwari, ngoko banakho ixesha lokuyihlolisisa, ukukhusela amaphutha.

03 - Hlola abasebenzi be-W-4 IiFom

Abaqeshi kufuneka ukuba babe nefayile ye -W-4 kwifayile kubo bonke abasebenzi ngamaxesha onke. IFom W-4 ifaka ulwazi oluyimfuneko ekuqaliseni inani lemali yokubanjwa kwentlawulo yempesheni yomqeshwa, esebenzisa isimo somtshato, inani labathengiweyo, kunye nayiphi na imali eyongezelelweyo.

Ifom ye-W-4 kufuneka igqitywe ngokuqeshiswa kwaye nangaliphi na ixesha umqeshwa unqwenela ukwenza utshintsho. Umqeshwa kufuneka atshintshe ifom ye-W-4 ukuba ulwazi lomntu siqu (kubandakanya isimo somtshato kunye nenani labaxhomekeke kuye) utshintsho okanye ukuba idilesi yomqeshwa iyatshintsha. Umqeshwa unokutshintsha kwakhona ifom ye-W-4 nanini na ixesha ukuguqula inani lokubamba.

Unyaka ngamnye ngaphambi kokuphela konyaka, abaqeshi kufuneka bacele bonke abasebenzi ukuba bahlolisise ifom ye-W-4 ukuqinisekisa ukuba ulwazi oluchanileyo luchanekile.

Ukuqinisekisa ukuba abasebenzi abanolwazi oluchanekileyo nolwangoku kwiFomu W-4 baya kukunceda ulungiselele kwaye usasaze iifomu ze-W-2.

04 - Hlanganisa ulwazi lwe-Payroll kwiifom ze-W-2

Okokuqala, uya kufuna ulwazi olusisiseko malunga nenkampani yakho kuzo zonke iifom ze-W-2:

Inombolo yesazisi yomqeshi wakho
Igama, idilesi kunye nekhodi ye-zip ye shishini
Yaye nenombolo yesazisi yerhafu yenkampani yakho

Emva koko, kuya kufuneka uqokelele ulwazi malunga nomqeshwa ngamnye, iinkcukacha zomntu kunye nolwazi lokuhlawula:

Igama lomqeshwa kunye nedilesi kunye nenombolo yokhuseleko loluntu okanye inombolo yesazisi yentela
Imali ehlawulwayo kumqeshwa: umvuzo wemivuzo, iingcebiso kunye neminye imivuzo
Imali yerhafu yengxowa yomthetho ifakwe
Umvuzo wentlalo yoluntu (ukuya kwi- Social Security amount)
Imirhumo yeMedare kunye neengcebiso kunye neerhafu zonyango ezigcinwe, kubandakanywa irhafu yonyango eyongezelelweyo yabasebenzi abafumana imali ephezulu.
Ukwabiwe ngamacandelo abasebenzi abahlawulwayo
Iintlawulo zononophelo ezixhaswayo zihlawulwe kunye nezinye iintlawulo ezihlawulwayo kumqeshwa
Kwimeko nganye apho umqeshwa asebenza khona, umvuzo wombuso kunye neengcebiso ezihlawulwe kunye nerhafu yengeniso yelizwe
Umvuzo wendawo kunye neengcebiso ezihlawulwe kunye nerhafu yengeniso yendawo.

05 - Hlaziya i-W-2 Processing - Iya kwenziwa njani i-W-2?

Ukuba inkampani yakho intsha ukuhlawula i-payroll processing, okanye ukuba imeko yakho yokuhlawula ishintshile kutshanje, yinto efanelekileyo yokuhlaziya inkqubo yokufumana, ukugqiba, nokuhambisa imibiko yokuphela konyaka kubasebenzi. Unokufumana iifom ze-W-2 kwivenkile yokubonelela ngeofisi, i-CPA yakho, kwi-software okanye kwi-software ye-IRS.

Qaphela: Awukwazi ukukhuphela iifomu ze-W-2 kwi-IRS okanye kwenye indawo kwi-intanethi. Khuphela i-A ye-W-2 ifom ekwimibala ethile yeenki ebomvu kwaye ayikwazi ukuphindwa. Umele ufake ifayile ethile ye-IRS ye-Copy A kunye noLawulo loKhuseleko loLuntu (le ikopi oyigcine kwaye uyifake ne-Social Security ekupheleni kukaFebhuwari).

Nazi ezinye iindlela zokulungiselela iifom ze-W-2:

Ukusebenzisa i-software ye-accounting . Ukuba unabasebenzi abambalwa kuphela kwaye usebenzisa i-software ye-software, unokukwazi ukuthenga isongezelelo ukulungiselela iifomu ze-W-2 usebenzisa le software.
Ukusebenzisa isofthiwe yokulungiselela irhafu. Ukuba usebenzisa enye yeenkqubo zeprogram yokwenza irhafu eqhelekileyo, kwi-intanethi okanye kwikhompyutheni yedeskithophu, kwaye uthenge inguqulo yoshishino yale software, khangela ukuba u-W-2 uhlanganisiwe. UShirley Elmblad, isiKhokelo seSoftware yeMali, unesiqendu kwiingxelo ze-software zerhafu
Ukusebenzisa iifomu ze-W-2 ezithengiweyo . Iinkampani ezinkulu zokubonelela ngeofisi zineefom ze-W-2 ezandulela ukusetyenziswa kunye nesofthiwe kwi-CD evumela ukuba ufake ulwazi malunga nale fomu ngesandla uze uprinte ngaphandle kwiprinta yakho.

Naliphi na indlela oyisebenzisayo yokuzalisa nokushicilela iifom ze-W-2 kufuneka kwakhona ibe neifom zokuhambisa iW-3 .

06 - Gqiba indlela yokuhambisa i-W-2 amaFomu kwabasebenzi

Emva kokuba udale iifomu ze-W-2, isigqibo sakho esilandelayo yindlela yokuwahambisa kubaqeshwa. Khumbula ukuba umhla wokugqibela wokuhambisa iifom ze-W-2 kubaqeshwa ngoJanuwari 31 wonyaka olandelayo kunyaka werhafu. Ngokomzekelo, abaqeshi abaye bafuneka ukuba banikeze umnyaka werhafu we-2016 W-2 ukuya kube nguJanuwari 31, 2017, ukuba bawasasaze.

Unenketho ezimbini zokuhambisa iifom ze-W-2 eziprintiweyo kubasebenzi: ngeposi okanye ziwabisele abasebenzi ngabanye. Ukuba umqeshwa ukhetha ifom ye-W-2 kumntu, unokufuna ukuba umqondiso wesisebenzi ukuba ifom yefowuni ithathwe, ukuphepha imibuzo malunga nokuba le nto yenziwe.

07 - Hlola iziPhene phambi kokuba uthumele i-W-2 amaFomu kwabasebenzi

Ukunciphisa imiba kwaye kufuneka uphinde uthumele iifomu ze-W-2, khangela iifom ze-W-2 ngeephene, usebenzisa olu luhlu lokutshekisha. Iiposiso eziqhelekileyo ze-W-2 ziquka ukusetyenziswa kwefomu yonyaka engafanelekanga, ukungaphumeleli ukufaka ulwazi, ukubeka ulwazi kwibhokisi engafanelekanga, kwaye ukuhluleka ukuyeka ukukhuselwa koLuntu kwi-Social Security.

08 - Ukuphatha izicelo zabasebenzi zeempendulo ze-W-2 IiFom

Abasebenzi bahlala bengekho phantsi okanye balahlekelwa iifomu ze-W-2 kwaye bafike kwiSebe lakho lokuhlawula becela ikhophi yesibili yeFomu yabo ye-W-2. Ngaphambi kokuba usasaze iifomu ze-W-2, qwalasela indlela uza kuhlangabezana ngayo nezi zicelo:

Ukuba ushicilele ifomu ngaphakathi, ungaphinda uphinde uphinde ufake ifom ye-W-2 kwaye uyinike okanye uyithumelele kumqeshwa.
Ukuba le fom yayilungiselelwe ngenkonzo yokuhlawula ngaphandle, inokukuhlawula ngeendleko zokuphinda uphinde uthumele ifom. Unokufuna ukuhlawulisa abasebenzi kwifomu yokuqala yokuphindaphindiweyo, okanye iphepheni yesibini kunyaka (kwenzeka!).

Kungakhathaliseki ukuba uthatha isigqibo, yinto efanelekileyo ukuthetha nomgaqo-nkqubo malunga neefom zeefomthi kubasebenzi. Ukuhlawulwa kweefom zefayile kungabonakala kukugqithiseleyo, kodwa kunokunciphisa inani lezinto ezilahlekileyo oza kuhlangabezana nazo.

09 - Ukufakela i-W-2 kunye ne-W-3 Iifom kunye noLawulo loKhuseleko loLuntu

Emva kokugqiba ukulungiselela iindlela zokulungiselela iifom ze-W-2 kwaye usasazisile iifom kubasebenzi (ngoJanuwari 31 wonyaka olandelayo kunyaka werhafu), isigqibo sakho esilandelayo kukuqinisekisa ukuba ungayifaka njani le fom kunye noLawulo lwezoKhuseleko loLuntu (SSA) .

Zonke iifom ze-W-2 mazifakwe kunye noLawulo loKhuseleko loLuntu, kunye nefom ye-transmittal W-3 . Izikhetho ezimbini zokuhambisa ezi fom:

Ungayifaka kwi-Intanethi kwiCandelo leeNkonzo zeNkcukacha zeShishini kwi-website yezoKhuseleko lweNtlalo. Uya kufuneka ubhalise kuqala, uze uzalise ifomu ezifanelekileyo kwi-intanethi. Ukuba ufake kwi-intanethi ne-BSO, akudingeki ukuba ufake iifomu ze-W-3.
Ungathumela kwakhona iifom ze-W-2 ezigqityiweyo kunye neFom W-3 kwi-Social Security Administration.

Nantsi ingcaciso engakumbi malunga nendlela yokulungiselela ifom ye-W-3 .

10 - Hlola iMimiselo yeSizwe yokuSasazwa kweeFom-W-2

Xa ugcwalisa ifom ye-W-2 kumqeshwa, inxalenye enye yale fom (Ikopi 1) ikhethwe ukuba ingeniswe kwimeko apho umsebenzi usebenza khona. Ukuba umqeshwa usebenza kumazwe amaninzi, kuya kufuneka uhambise ikopi yefomu ye-W-2 kwiphondo ngalinye.

Umbuso ngamnye unemiqathango eyahlukeneyo yokungeniswa kweefom ze-W-2 kunye nayiphi na ifom ehambayo. Hlola kunye negunya lakho lokurhafisa okanye urhulumente wengeniso yelizwe ukuba ufunde ukuba iimfuno zombuso.

NGAPHAMBILI: Amazwe amaninzi ahambelana nomhla wokugqibela kaJanuwari wangaphambi kuka-31 wokufaka ii-W-2s nge-SSA.

Funda kabanzi malunga neerhafu zokuhlawula irhafu.