W-2 Excel Guide
How to fill out W-2 from Excel
If your payroll system exports employee earnings to Excel, you can use that spreadsheet as context to fill W-2 PDFs quickly and consistently.
What you need
- A W-2 PDF template.
- An Excel or CSV file with employee wages, withholding, and employer details.
- Optional prior-year W-2s for reference.
Steps to fill W-2 with spreadsheet data
- Upload the W-2 PDF.
- Upload your Excel payroll export as context.
- Describe which columns map to wages, taxes, and employee details.
- Review and export the filled W-2.
Best practices
- Use one row per employee and clear column headers.
- Include EIN and employer address in the sheet or attach a cover PDF.
- Keep year and payroll period visible in the spreadsheet.
Fill W-2 PDFs with Excel data
Upload your W-2 template and Excel payroll export to generate completed forms in minutes.
Start filling W-2s