Form W-3, or the Transmittal of Wage and Tax Statement, is a summary document of all your company's W-2 information.
- Form W-3 is not needed if you are filing electronically with the Social Security Administration (SSA).
- Zenefits files electronically with the SSA.
- Anyone who is paper filing Form W-2 must file Form W-3 to transmit Copy A of Forms W-2. The IRS recommends to make a copy of Form W-3, and keep it with Copy D of Forms W-2 in your records for 4 years.
If your company uses Zenefits Payroll, a W-3 can be found in your annual tax package. The Tax Package can be found on the Reports tab of the Payroll app. It contains tax information for every jurisdiction (e.g., state, federal, or local) where employees had wages in Zenefits Payroll , detailed by tax type and amount.