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# **BSO Tutorial for Tax Year 2007**

W-2 Online

Contains the following lessons:

-   [Create Forms W-2 Online](#_Lesson_1:_Create)

-   [Resume Unsubmitted Forms W-2](#_Lesson_2:_Resume)

```{=html}
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-   [Download Submitted Forms W-2](#_Lesson_3:_Download)

# **Lesson 1: Create Forms W-2 Online**

Follow the instructions below to create up to 20 Forms W-2 online.

**Step 1**: Point your browser to the Business Services Online Welcome
page:
[www.socialsecurity.gov/bso/bsowelcome.htm](http://www.socialsecurity.gov/bso/bsowelcome.htm).

**Step 2**: Select the **Log In** button on the Business Services Online
Welcome page. The system displays the General Login Attestation page.

![](media/image2.png){width="6.269444444444445in"
height="4.465277777777778in"}

**Step 3**: Select the **I Accept** button after reading the conditions
defined on the General Login Attestation page. The system displays the
Log In to BSO page.

![](media/image3.jpeg){width="6.239583333333333in"
height="3.4916666666666667in"}

**Step 4**: Enter your User ID and password.

**Step 5**: Select the **Login** button. The system displays the BSO
Main Menu page. (To return to the Business Services Online Welcome page,
select the Cancel button.)

**Step 6**: Select the **Report Wages to Social Security** link.

![](media/image4.jpeg){width="6.249305555555556in" height="0.7375in"}

The system displays the Report Wages to Social Security menu page.

![](media/image5.jpeg){width="6.247916666666667in"
height="4.3694444444444445in"}

**Step 7**: Select the **Submit or Resubmit Wage File, W-2 Online, and
W-2c Online and View Submission Status** link.

The system displays the **Submit or Resubmit Wage File, W-2 Online, and
W-2c Online and View Submission Status** menu page.

![](media/image6.jpeg){width="6.246527777777778in"
height="8.471527777777778in"}

**Step 8**: Select the **Enter Form W-2** link.

![](media/image7.png){width="4.968055555555556in"
height="0.4583333333333333in"}

The system displays the Wage Reporting Attestation page.

![](media/image8.jpeg){width="6.24375in" height="2.701388888888889in"}

**Step 9**: Select the **I Accept** button after reading the conditions
defined on the Wage Reporting Attestation page. If you do not have any
saved but unsubmitted reports, the system displays the W-2 Online
Information for Tax Year 2007 page.

![](media/image9.wmf)*If you have any existing unsubmitted reports, the
system will display the W-2 Online Unsubmitted Reports for Tax Year 2007
page. For Tax Year 2007, you may have a maximum of 50 unsubmitted
reports at one time. When you have reached the 50 \'saved\' report
limit, you must first submit an existing report in order to be able to
start a new report. If there are 49 or fewer reports, you may continue
without submitting the existing reports by selecting the **Start a New
Report** button. Refer to [Lesson 2: Resume Unsubmitted
W-2s](#_Lesson_2:_Resume_Unsubmitted_W-2s) for more information.*

![](media/image10.jpeg){width="6.248611111111111in"
height="7.722916666666666in"}

![](media/image11.png){width="6.242361111111111in"
height="6.951388888888889in"}

**Step 10**: Select the appropriate response for the **FOR WHOM ARE YOU
FILING?** section after reviewing the registration information.

![](media/image12.wmf)

*The **FOR WHOM ARE YOU FILING?** radio buttons are not available for
self-employed users.*

**Step 11**: Select the **Continue** button after reviewing the Privacy
Act and Paperwork Reduction Act notice. The system displays the W-2
Online Employer Data for Tax Year 2007 page. (Otherwise, select the
**Cancel** button to end this session and return to the BSO Main Menu
page.)

![](media/image13.png){width="5.995833333333334in"
height="8.488888888888889in"}

**Step 12**: Enter your employer information.

![](media/image14.wmf)

*All fields marked with an asterisk must be completed. If you selected
the "I am filing Forms W-2 for my company's employees" radio button, the
company information is populated from the Social Security
Administration's records, but you can change it if need be.*

**Step 13**: Select the **Continue** button. The system displays the W-2
Online Form W-2 for Tax Year 2007 page. (Otherwise, select the
**Cancel** button to exit and return to the BSO Main Menu page.)

![](media/image15.png){width="6.235416666666667in"
height="7.354166666666667in"}

![](media/image16.jpeg){width="6.242361111111111in" height="1.13125in"}

**Step 14**: Enter the W-2 data in the appropriate boxes.

**Step 15**: Select **New W-2** to save this W-2 information and create
another W-2. Select the **Done** button to save this W-2 information and
proceed to the W-2 Online Data Review for Tax Year 2007 page. Select the
**Cancel** button to delete entries made to this W-2 and proceed to the
W-2 Online Data Review for Tax Tear 2007 page.

![](media/image17.wmf)

*You can enter a maximum of 20 W-2s. When entering your 20^th^ W-2, the
system will no longer display the **New W-2** button.*

**Step 16**: After you select **New W-2** or **Done**, you may receive
an alert. If so, you will need to review your data and make any
corrections or select an override response for each alert. Then, select
**Done** or **New W-2** to proceed to the W-2 Online Data Review for Tax
Year 2007 page.

![](media/image18.png){width="6.249305555555556in"
height="6.065277777777778in"}

**Step 17**: Select the **View/Edit** button next to the appropriate
record to view or edit the W-2 data. If you want to delete the W-2
record, select the **Delete** button next to the appropriate record.

**Step 18**: Select one of the following options: **New W-2**, **Edit
Employer Info**, **Go to W-3**, **Save and Quit**, or **Quit and
Delete**.

**Step 19**: Select the **Go to W-3** button to submit your wage data.
The system will display the W-2 Online Form W-3 for Tax Year 2007 page.

![](media/image19.png){width="6.245138888888889in"
height="7.991666666666666in"}

![](media/image20.wmf){width="0.8076388888888889in" height="0.875in"}
*The **New W-2** option will not be available if 20 W-2s are already
saved for the current report. The **Go to W-3** option will not be
available if no saved W-2s exist for the current employer.*

**Step 20**: Select one of the following options:

> **Submit Wage Report** button to submit your wage information. Go to
> [Step 21](#step21) for more information.
>
> **Print Wage Report** button to print or preview your wage report
> prior to submitting it to SSA. Go to [Step 25](#step25) for more
> information.
>
> **Return to W-2 Online Data Review Page** button to edit your data.

[]{#step21 .anchor}**Step 21**: Select the **Submit Wage Report** button
on the W-2 Online Form W-3 for Tax Year 2007 page. The system submits
your W-2/W-3 wage data and displays the W-2 Online Receipt
Acknowledgement for Tax Year 2007 page along with the print pop-up
window. Select the **OK** button to print the W-2 Online Receipt
Acknowledgment for Tax Year 2007 page.

![](media/image21.jpeg){width="6.247222222222222in" height="1.275in"}

Otherwise, select the **Cancel** button to close the pop-up window.

![](media/image22.png){width="6.242361111111111in"
height="7.731944444444444in"}

**Step 22**: Right-click the file link to save the wage file.

**Step 23**: Select **Save Target As** option from the browser menu to
save the file. (Otherwise, select the **Continue** button.)

![](media/image23.wmf)

*Your wage file will be available for you to review under your BSO
account until the date displayed on your W-2 Online Receipt
Acknowledgement.*

**Step 24**: Select the **Continue** button. The system displays the W-2
Online Thank You page.

![](media/image24.jpeg){width="6.241666666666666in"
height="4.388888888888889in"}

[]{#step25 .anchor}**Step 25**: Select the **Print Wage Report** button
on the W-2 Online Form W-3 for Tax Year 2007 page to print the wage
report. The system displays the W-2 Online Report Print page.

![](media/image25.jpeg){width="5.340277777777778in"
height="8.49236111111111in"}

![](media/image26.wmf)

*If you do not have Adobe Acrobat Reader on your computer, you can
download it by selecting "[**follow this link**"]{.underline} near the
middle of the page*

**Step 26**: Select the **Print Preview** link. The system displays the
Forms W-2.

**Step 27**: Select **File\>Print** from the menu bar or select the
Print icon from the tool bar.

**Step 28**: Select **File\>Close** on the menu bar after printing to
close the window. The system returns you to the W-2 Online Report Print
page.

**Step 29**: Select one of the following options on the W-2 Online
Report Print page:

> **Submit Wage Report** button to send the W-2/W-3 data to the Social
> Security Administration.
>
> **Return to W-3** button to return to the W-2 Online Form W-3 for Tax
> Year 2007 page.
>
> **Return to W-2 Online Data Review** Page button to return to the W-2
> Online Data Review for Tax Year 2007 page.
>
> **Save & Quit** button to save the W-2/W-3 data you have entered. The
> system will display the "Are you sure you want to save and exit W-2
> Online without submitting your annual wage report to SSA?" page.
> Select the **Yes** button to save and quit, and return to the BSO Main
> Menu page. Select the **No** button to return to the W-2 Online Data
> Review for Tax Year 2007 page.
>
> **Quit & Delete** button to exit W-2 Online without saving any data
> entered. You will be given the opportunity to confirm that you wish to
> quit and delete the wage report on the WARNING: This will DELETE your
> entire annual wage report. Select the **Yes** button to delete the
> entire wage report. Select the **No** button to return to the W-2
> Online Data Review for Tax Year 2007 page.

# **Lesson 2: Resume Unsubmitted Forms W-2**

Follow the instructions below to continue working with W-2 Online
reports that you have saved but not yet submitted. SSA will delete any
saved reports that you do not submit or update within 120 days. All
unsubmitted Forms W-2 will be removed on December 11, 2008.

![](media/image27.wmf)

*You may have up to 50 saved reports. Each report may contain up to 20
Forms W-2. If you have any unsubmitted reports, the system will
automatically display a list of the unsubmitted W-2s upon entering W-2
Online.*

**Step 1**: Point your browser to the Business Services Online Welcome
page:
[www.socialsecurity.gov/bso/bsowelcome.htm](http://www.socialsecurity.gov/bso/bsowelcome.htm).

**Step 2**: Select the **Log In** button on the Business Services Online
Welcome page. The system displays the General Login Attestation page.

![](media/image2.png){width="6.269444444444445in"
height="4.465277777777778in"}

**Step 3**: Select the **I Accept** button after reading the conditions
defined on the General Login Attestation page. The system displays the
Log In to BSO page.

![](media/image3.jpeg){width="6.239583333333333in"
height="3.4916666666666667in"}

**Step 4**: Enter your User ID and password.

**Step 5**: Select the **Login** button to display the BSO Main Menu
page. (To return to the Business Services Online Welcome page, select
the **Cancel** button.)

**Step 6**: Select the **Report Wages to Social Security** link.

![](media/image4.jpeg){width="6.249305555555556in" height="0.7375in"}

The system displays the Report Wages to Social Security menu page.

![](media/image5.jpeg){width="6.247916666666667in"
height="4.3694444444444445in"}

**Step 7**: Select the **Submit or Resubmit Wage File, W-2 Online, and
W-2c Online and View Submission Status** link.

The system displays the **Submit or Resubmit Wage File, W-2 Online, and
W-2c Online and View Submission Status** menu page.

![](media/image6.jpeg){width="6.246527777777778in"
height="8.471527777777778in"}

**Step 8**: Select the **Resume Unsubmitted W-2s** link.

![](media/image28.png){width="4.738888888888889in"
height="0.4791666666666667in"}

The system displays the Wage Reporting Attestation page.

![](media/image8.jpeg){width="6.24375in" height="2.3756944444444446in"}

**Step 9**: Select the **I Accept** button after reading the conditions
on the Wage Reporting Attestation page. The system displays the W-2
Online Unsubmitted Reports for Tax Year 2007 page.

![](media/image29.jpeg){width="6.245138888888889in"
height="6.384027777777778in"}

**Step 10**: Select the **View/Edit** button for the specific report to
view or modify the report. The system displays the W-2 Online Data
Review for Tax Year 2007 page. (To delete the report, select the
**Delete** button for the specific report.)

[]{.mark}

![](media/image30.png){width="6.249305555555556in"
height="6.065277777777778in"}

![](media/image31.wmf)

*The **New W-2** button (on the W-2 Online Data Review page for Tax Year
2007 page) will not be displayed if you have the maximum number of
unsubmitted W-2s (20) per report.*

**Step 11**: Select the **Go to W-3** button. The system displays the
W-2 Online Form W-3 for Tax Year 2007 page.

![](media/image32.png){width="6.245138888888889in"
height="7.852777777777778in"}

**Step 12**: Select one of the following options on the W-2 Form W-3 for
Tax Year 2007 page:

> **Submit Wage Report** button to send the W-2/W-3 data to the Social
> Security Administration.
>
> **Print Wage Report** button to print your unsubmitted wage report
> from the W-2 Online Report Print page.

# **Lesson 3: Download Submitted Forms W-2**

Follow the instructions below to download an Adobe file containing Forms
W-2 and W-3 for a W-2 Online report submitted within the last 30 days.

![](media/image33.wmf)

*Submitted wage report files are available for 30 days or until December
31, whichever comes first.*

**Step 1**: Point your browser to the Business Services Online Welcome
page:
[www.socialsecurity.gov/bso/bsowelcome.htm](http://www.socialsecurity.gov/bso/bsowelcome.htm).

**Step 2**: Select the **Log In** link on the BSO Welcome page. The
system displays the General Login Attestation page.

![](media/image2.png){width="6.269444444444445in"
height="4.465277777777778in"}

**Step 3**: Select the **I Accept** button after reading the conditions
defined on the General Login Attestation page. The system displays the
Log In to BSO page.

![](media/image3.jpeg){width="6.239583333333333in"
height="3.4916666666666667in"}

**Step 4**: Enter your User ID and password.

**Step 5**: Select the **Login** button to display the BSO Main Menu
page. (To return to the BSO Welcome page, select the **Cancel** button.)

**Step 6**: Select the **Report Wages to Social Security** link.

![](media/image4.jpeg){width="6.249305555555556in" height="0.7375in"}

The system displays the Report Wages to Social Security menu page.

![](media/image5.jpeg){width="6.247916666666667in"
height="4.3694444444444445in"}

**Step 7**: Select the **Submit or Resubmit Wage File, W-2 Online, and
W-2c Online and View Submission Status** link.

The system displays the **Submit or Resubmit Wage File, W-2 Online, and
W-2c Online and View Submission Status** menu page.

![](media/image6.jpeg){width="6.246527777777778in"
height="8.471527777777778in"}

**Step 8**: Select the **Download Submitted W-2s** link.

![](media/image34.png){width="5.020138888888889in"
height="0.6354166666666666in"}

The system displays the Wage Reporting Attestation page.

![](media/image8.jpeg){width="6.24375in" height="2.701388888888889in"}

**Step 9**: Select the **I Accept** button after reading the conditions
defined on the Wage Reporting Attestation page. The system displays the
W-2 Online Download for Tax Year 2007 page.

![](media/image35.jpeg){width="6.247222222222222in"
height="3.8118055555555554in"}

**Step 10**: Right-click the WFID link you wish to download.

**Step 11**: Select the **Save Target As** option from the browser menu
to download the file onto your computer. If you wish to view the file
before choosing to save, instead select **Open in New Window**.

![](media/image36.wmf)

*Adobe Acrobat Reader is required to view your downloaded wage file. If
you do not have Adobe Acrobat Reader on your computer, you can download
it by pointing your browser to
[http://www.adobe.com.](http://www.adobe.com/)*

**Step 12**: Select the **BSO Main Menu button** to return to the BSO
Main Menu page.