Import 1099 Data from QuickBooks Online

W2 Mate has the ability to import 1099 form data from QuickBooks Online. This tutorial shows how to import 1099 form data from QuickBooks Online into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select → correct 1099 Form (CSV-Excel) Click  → Browse Select… Read More »

Restore W2 Mate Data

W2 Mate has the ability to restore W2 Mate Data This tutorial shows how to restore data in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Case #1 Go to Tools and click Restore Company Find the backup file Click → Open Click →… Read More »

Import 1099-MISC Data Using QuickBooks into W2 Mate

W2 Mate has the ability to import 1099-MISC form data from QuickBooks. This tutorial shows how to import 1099-MISC form data from QuickBooks into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From QuickBooks (W2 and/or 1099 Data) Read this screen and then Click → Next Click… Read More »

Import Other 1099/1098 Data Using QuickBooks into W2 Mate

W2 Mate has the ability to import other 1099/1098 form data from QuickBooks. This tutorial shows how to import other 1099/1098 form data from QuickBooks into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From QuickBooks (W2 and/or 1099 Data) Read this screen and then… Read More »

Import W2 Data Using QuickBooks into W2 Mate

W2 Mate has the ability to import W2 form data from QuickBooks. This tutorial shows how to import W2 form data from QuickBooks into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From QuickBooks (W2 and/or 1099 Data) Read this screen and then Click →… Read More »

W2 Mate Download Instructions

 W2 Mate software download and install This tutorial shows how to download and install W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click live download link Enter email address and name Click → Download Now Click → Save Click → Open Folder Select W2MateXXXXSetup.exe Click… Read More »

Import W2 Data Using Electronic Filing Format

W2 Mate has the ability to import W2 form data from Electronic Filing Format. This tutorial shows how to import W2 form data from electronic filing format into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From W2 Electronic Filing Format (EFW2 Format) Click… Read More »

Import 1099 Data Using Electronic Filing Format

W2 Mate has the ability to import 1099 form data from Electronic Filing Format. This tutorial shows how to import 1099 form data from electronic filing format into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From 1099 Electronic Filing Format (Publication 1220… Read More »

Use the 1099 Prior Year E-filing Utility

W2 Mate has the ability to electronically file prior year submissions. This tutorial shows how to electronically file prior year submissions in W2 Mate®.    Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Download the Prior Year E-filing Utility Click → Save Click → Open folder Select the Mark-1099-Efile-Previous-Year.exe… Read More »

Import Email Addresses

W2 Mate has the ability to import email addresses. This tutorial shows how to import email addresses into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. W2 Employee Click → Import Data Select Email Addresses Select Employees Email Addresses Click → Browse Select employee email addresses CSV file Click → OK Click →… Read More »

Combine Text From Two or More Cells Into One Cell

W2 Mate has certain cell requirements when importing data from a CSV file. This tutorial shows how to combine text from two or more cells in an Excel spreadsheet into one cell for importing data into W2 Mate®.      Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.… Read More »

Enter a Foreign Company Address

W2 Mate has the ability to accept foreign company addresses. This tutorial shows how to enter a foreign company address in W2 Mate®.      Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Company from shortcuts Go to the General Information tab Enter Company street… Read More »

Import Company Information

W2 Mate has the ability to import company information. This tutorial shows how to import company information into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select Company(s) Information (CSV-Excel) Click → Browse Select company CSV file Map columns Click → Import Click → OK

Combine Multiple 1099/1098 Electronic Submission Files

W2 Mate has the ability to Combine Multiple 1099/1098 Electronic Submission Files. This tutorial shows how to Combine Multiple 1099/1098 Electronic Submission Files in W2 Mate®.      Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Create a new master folder to save the individual electronic… Read More »

Combine Multiple W2 Electronic Submission Files

W2 Mate has the ability to Combine Multiple W2 Electronic Submission Files. This tutorial shows how to Combine Multiple W2 Electronic Submission Files in W2 Mate®.      Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Create a new master folder and save the W2 electronic… Read More »

Import 1099-MISC Data from Adams Tax Forms Helper

W2 Mate has the ability to import 1099-MISC form data from Adams Tax Forms Helper. This tutorial shows how to import 1099-MISC form data from Adams Tax Forms Helper into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select → 1099-MISC Forms (CSV-Excel) Click… Read More »

Import W2 Data Using Microsoft Dynamics GP

W2 Mate has the ability to import W2 form data from Microsoft Dynamics GP. This tutorial shows how to import W2 form data from Microsoft Dynamics GP into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From Microsoft Dynamics GP (W2 Data) Read… Read More »

Import 1099 Data Using Sage DacEasy

W2 Mate has the ability to import 1099 form data from Sage DacEasy. This tutorial shows how to import 1099 form data from Sage DacEasy into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From Sage DacEasy (1099 Data) Read each screen and… Read More »

Use 1099-MISC Remap Tool in W2 Mate

W2 Mate allows you to remap 1099-MISC data. This tutorial shows how to remap 1099-MISC data in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Tools Select → Remap Form 1099-MISC Data Click → Next Select source 1099-MISC box Select destination form type Select… Read More »

Open a Company

W2 Mate allows you to have multiple companies. This tutorial shows how to open a company in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Company Select → Open Select correct company Click  → OK

Import 1099 Data Using Microsoft Dynamics GP

W2 Mate has the ability to import 1099 form data from Microsoft Dynamics GP. This tutorial shows how to import 1099 form data from Microsoft Dynamics GP into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From Microsoft Dynamics GP (1099 Data) Read… Read More »

Import 1099 Data from Payroll Mate into W2 Mate

W2 Mate has the ability to import 1099 form data from Payroll Mate into W2 Mate. This tutorial shows how to import 1099 form data from Payroll Mate® into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. In Payroll Mate, Click → 1099 & Vendor Click → Export to W2… Read More »

Import W2 Data Using Sage DacEasy

W2 Mate has the ability to import W2 form data from Sage DacEasy. This tutorial shows how to import W2 form data from Sage DacEasy into W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From Sage DacEasy (W2 Data) Click → Import Data Select… Read More »

Electronically File 1099-A Forms with IRS

W2 Mate has the ability to electronically file 1099-A forms. This tutorial shows how to electronically file 1099-A forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-A Forms Fill in all Transmitter, Company and Contact Information Click → Browse Select location to… Read More »

Electronically File 1098-T Forms with IRS

W2 Mate has the ability to electronically file 1098-T forms. This tutorial shows how to electronically file 1098-T forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1098-T Forms Fill in all Transmitter, Company and Contact Information Click → Browse Select location to… Read More »

Electronically File 1099-C Forms with IRS

W2 Mate has the ability to electronically file 1099-C forms. This tutorial shows how to electronically file 1099-C forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-C Forms Fill in all Transmitter, Company and Contact Information Click → Browse Select location to… Read More »

Electronically File 1099-PATR Forms with IRS

W2 Mate has the ability to electronically file 1099-PATR forms. This tutorial shows how to electronically file 1099-PATR forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-PATR Forms Fill in all Transmitter, Company and Contact Information Click → Browse Select location to… Read More »

Electronically File 1099-S Forms with IRS

W2 Mate has the ability to electronically file 1099-S forms. This tutorial shows how to electronically file 1099-S forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-S Forms Fill in all Transmitter, Company and Contact Information Click → Browse Select location to… Read More »

Electronically File 1098 Forms with IRS

W2 Mate has the ability to electronically file 1098 forms. This tutorial shows how to electronically file 1098 forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1098 Forms Fill in all Transmitter, Company and Contact Information Click → Browse Select location to… Read More »

Electronically File 1099-B Forms with IRS

W2 Mate has the ability to electronically file 1099-B forms. This tutorial shows how to electronically file 1099-B forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-B Forms Fill in all Transmitter, Company and Contact Information Check the combined Fed/State program… Read More »

Electronically File 1099-K Forms with IRS

W2 Mate has the ability to electronically file 1099-K forms. This tutorial shows how to electronically file 1099-K forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-K Forms Fill in all Transmitter, Company and Contact Information Check the combined Fed/State program… Read More »

Electronically File 1099-OID Forms with IRS

W2 Mate has the ability to electronically file 1099-OID forms. This tutorial shows how to electronically file 1099-OID forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-OID Forms Fill in all Transmitter, Company and Contact Information Check the combined Fed/State program… Read More »

Electronically File 1099-INT Forms with IRS

W2 Mate has the ability to electronically file 1099-INT forms. This tutorial shows how to electronically file 1099-INT forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-INT Forms Fill in all Transmitter, Company and Contact Information Check the combined Fed/State program… Read More »

Electronic File 1099-MISC Forms with IRS

W2 Mate has the ability to electronically file 1099-MISC forms. This tutorial shows how to electronically file 1099-MISC forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-MISC Forms Fill in all Transmitter, Company and Contact Information Check the combined Fed/State program… Read More »

Electronically File 1099-R Forms with IRS

W2 Mate has the ability to electronically file 1099-R forms. This tutorial shows how to electronically file 1099-R forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-R Forms Fill in all Transmitter, Company and Contact Information Check the combined Fed/State program… Read More »

Electronically File W2 Forms with SSA

W2 Mate has the ability to electronically file W2 forms. This tutorial shows how to electronically file W2 forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select W2 Forms Fill in all Submitter and Contact Information Select Federal button Click → Browse Select location… Read More »

Electronically File W2 Forms with State

W2 Mate has the ability to electronically file W2 forms. This tutorial shows how to electronically file W2 forms in W2 Mate® Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select W2 Forms Fill in all Submitter and Contact Information Select State button Select correct State… Read More »

Import 1099-DIV Form Data

W2 Mate has the ability to import 1099-DIV form data. This tutorial shows how to import 1099-DIV form data in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select Other Forms Click → 1099-DIV Forms Find your 1099-DIV file that needs to be uploaded Click on… Read More »

Import 1099-INT Form Data

W2 Mate has the ability to import 1099-INT form data. This tutorial shows how to import 1099-INT form data in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select Other Forms Click → 1099-INT Forms Find your 1099-INT file that needs to be uploaded Click… Read More »

Import 1099-PATR Form Data

W2 Mate has the ability to import 1099-PATR form data. This tutorial shows how to import 1099-PATR form data in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select Other Forms Click → 1099-PATR Forms Find your 1099-PATR file that needs to be uploaded… Read More »

Import 1099-OID Form Data

W2 Mate has the ability to import 1099-OID form data. This tutorial shows how to import 1099-OID form data in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select Other Forms Click → 1099-OID Forms Find your 1099-OID file that needs to be uploaded Click… Read More »

Electronically File 1099-DIV Forms with IRS

W2 Mate has the ability to electronic file 1099-DIV forms. This tutorial shows how to electronically file 1099-DIV forms in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → E-Filing Select 1099-DIV Forms Fill in all Transmitter, Company and Contact Information Check the combined Fed/State program… Read More »

Import 1099-MISC Form Data from CSV

W2 Mate has the ability to import 1099-MISC form data from a CSV. This tutorial shows how to import 1099-MISC form data from a CSV in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Click → 1099-MISC Forms Find your 1099-MISC file that needs… Read More »

Send Batch Emails Using 1099 Emailer

W2 Mate has the ability to send batch emails. This tutorial shows how to send batch emails using 1099 Emailer in W2 Mate®.  Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. For W2 Forms Select W2 Forms Click → Create PDF W2’s Select a location where you… Read More »

Import W2 Data From Payroll Mate into W2 Mate

W2 Mate has the ability to import W2 data from Payroll Mate. This tutorial shows how to import W2 Data from Payroll Mate® inside W2 Mate®.  Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Open Payroll Mate: Click → Tools Select “Export W-2 Information to W2 Mate” Click → Export… Read More »

Import 1099 Data Using Peachtree

W2 Mate has the ability to import data using Peachtree. This tutorial shows how to import 1099 data using Peachtree into W2 Mate®.  Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Import Data Select From Sage50/Peachtree(1099) Follow the wizards by reading and clicking “NEXT” In… Read More »

Export W2 Data

W2 Mate has the ability to export W2 Data. This tutorial shows how to export W2 Data in W2 Mate®.  Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Export Data Select W2 Forms Select the location you wish to save W2 data file to Click → Save

Export an Employee List

W2 Mate has the ability to export an employee list. This tutorial shows how to export an employee list in W2 Mate®.  Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Export Data Select Employee List Select the location you wish to save the employee list to Name your Employee… Read More »

Export a 1099 Recipient List

W2 Mate has the ability to export a 1099 recipient list. This tutorial shows how to export a 1099 recipient list in W2 Mate®.  Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Export Data Select 1099 / 1098 Recipient List Select the location you wish… Read More »

Delete Employees

W2 Mate has the ability to delete employees. This tutorial shows how to delete employees in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. *Single Employee* Choose Employees in shortcut Choose Employee from list Click → Delete Employee Click → Yes *Multiple Employees* Click → Tools Click →… Read More »

Create a Company Backup File

W2 Mate has the ability to create company backup files of your data. This tutorial shows how to create company back up files in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Single company Click → Tools Select Backup Company Choose a company Select location to save the… Read More »

Update State and State ID for Multiple 1099-R Recipients

W2 Mate has the ability to update State and State ID on forms.  This tutorial shows how to update State and State ID for multiple 1099-R recipients in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Other… Read More »

Zero Amounts on Multiple 1099/1098 Forms

W2 Mate has the ability to zero amounts on multiple forms. This tutorial shows how to zero amounts on multiple 1099 or 1098 forms in W2 Mate®.      Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to Tools and Select form to zero the amount If… Read More »

Update State and State ID for Multiple 1099-OID Recipients

W2 Mate has the ability to update State and State ID on forms. This tutorial shows how to update State and State ID for multiple 1099-OID recipients in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Other Recipient / 1099 Tools Click… Read More »

Update State and State ID for Multiple 1099-DIV Recipients

W2 Mate has the ability to update State and State ID on forms. This tutorial shows how to update State and State ID for multiple 1099-DIV recipients in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Other Recipient /… Read More »

Print Employee and Recipient Address Labels

W2 Mate has the ability to print address labels for Employees and Recipients. This tutorial shows how to print employee/recipient address labels in W2 Mate®.      Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Export Data Select → Either Employee or Recipient Printing labels

Update State and State ID for Multiple 1099-MISC Recipients

W2 Mate has the ability to update State and State ID on forms. This tutorial shows how to update State and State ID for multiple 1099-MISC recipients in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Other Recipient… Read More »

Update State and State ID for Multiple 1099-K Recipients

W2 Mate has the ability to update State and State ID on forms. This tutorial shows how to update State and State ID for multiple 1099-K recipients in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Other Recipient / 1099… Read More »

Update State and State ID for Multiple Employees

W2 Mate has the ability to update State and State ID on forms. This tutorial shows how to update State and State ID for multiple employees in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Update State and State identification number for Multiple Employees… Read More »

Update State and State ID for Multiple 1099-INT Recipients

W2 Mate has the ability to update State and State ID on forms. This tutorial shows how to update State and State ID for multiple 1099-INT recipients in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Other Recipient / 1099… Read More »

Set a Password

W2 Mate has the ability to be password protected. This tutorial shows how to set a password in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Options Click → Password Type in Password Click → OK

Enter Data on Other 1099/1098 Forms

W2 Mate allows you to enter data on other types of 1099/1098 forms. This is an optional feature. Forms: 1099-INT* Forms: Interest Income 1099-DIV* Forms: Dividends and Distributions 1099-R* Forms: Distributions From Pensions, Annuities, Retirement, etc. 1099-A* Forms: Acquisition or Abandonment of Secured Property 1099-B* Forms: Proceeds From Broker and Barter Exchange Transactions 1099-C* Forms: Cancellation of Debt… Read More »

Update State and State ID for Multiple 1099-B Recipients

W2 Mate has the ability to update State and State ID on forms. This tutorial shows how to update State and State ID for multiple 1099-B recipients in W2 Mate®.       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Other… Read More »

Update Locality Name for Multiple Employees

W2 Mate has the ability to update the Locality Name on forms. This tutorial shows how to update Locality Name for multiple employees in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to → Tools Click → Update Locality Name for Multiple Employees Make… Read More »

Select an Employee

W2 Mate gives you the ability to select an employee. This tutorial shows how to select an employee while creating W2 forms in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to W2 forms → Click Select Select the Employee you want The selected employee will appear

Run W2 Mate over a Network

W2 Mate has the ability to run over a network with the purchase of an additional feature. This tutorial shows how to run W2 Mate® over a network.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Create folder on shared network drive Go to Tools,… Read More »

Rollover Company Data from Previous Year

W2 Mate has the ability to rollover company data from the previous year W2 Mate software. This tutorial shows how to rollover company data from the previous year in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots Go to Tools → Rollover data from last… Read More »

Print 1099-MISC Recipient Forms

 W2 Mate has the ability to print recipient forms on blank paper and print data on pre-printed forms This tutorial shows how to print 1099-MISC recipient forms in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → 1099 & 1098 forms Click → Select under… Read More »

Print Form W3

W2 Mate has the ability to print W3 data on pre-printed red forms or on blank paper with an SSA approved substitute printing option. Note: Printing on blank paper is an optional feature. This tutorial shows how to print form W3 in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions… Read More »

Print Employee W2 Forms

W2 Mate has the ability to print employee W2 copies on pre-printed forms or on blank paper.  This tutorial shows how to print employee W2 forms in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → W2 forms Click → Print Select employee/employees Select type of employee… Read More »

Print Corrected 1099 and 1098 Forms

W2 Mate has the ability to print corrected 1099/1098 forms. This tutorial shows how to print corrected 1099/1098 forms in W2 Mate®.   Summary of Step This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → 1099 & 1098 forms Click → Print Select recipient/recipients Then check the box “Mark as… Read More »

Print Form 1096

W2 Mate has the ability to print form 1096 data on pre-printed red ink laser forms. This tutorial shows how to print form 1096 in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → 1096 Select the type of 1099/1098 form Click → OK Click →… Read More »

Print 1099-MISC Copy A Forms

 W2 Mate has the ability to print 1099-MISC Copy A on red pre-printed forms. This tutorial shows how to print 1099-MISC Copy A forms in W2 Mate®. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → 1099 & 1098 forms Click → Print Select recipient/recipients Check → Print… Read More »

Make Multiple 1099/1098 Recipients Inactive

W2 Mate has the ability to make multiple 1099/1098 recipients inactive. This tutorial shows how to make multiple 1099/1098 recipients inactive in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Tools Click → Other Recipient/1099 Tools Click → Make Multiple 1099/1098 Recipients… Read More »

Make Multiple 1099/1098 Recipients Active

W2 Mate has the ability to make multiple 1099/1098 recipients active after being inactivated. This tutorial shows how to make multiple 1099/1098 recipients active in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Tools Click → Other Recipient/1099 Tools Click → Make… Read More »

Enter Optional Feature Codes in W2 Mate

W2 Mate has optional features that can be purchased to enhance the program. This tutorial shows how to add an optional feature code in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Tools Select → Enable Optional Features Enter in feature… Read More »

Delete Recipients

W2 Mate allows you to delete recipients.  This tutorial shows how to delete recipients in W2 Mate®.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. *Single Recipient* Click → 1099 and 1098 Recipients in shortcuts Choose Recipient from list Click → Delete Recipient Click → Yes… Read More »

Create and Read a Bulk TIN Matching File Request and Response

 W2 Mate has the ability to create a bulk TIN matching request file and read the response with the purchase of an additional feature. This tutorial shows how to create a bulk TIN matching request file and how to read the response in W2 Mate®. Note: Requires Optional Feature code #4 Summary of Steps This is… Read More »

Check for Updates

W2 Mate allows you to check for updates in the software. This tutorial shows how to check for updates in W2 Mate®. Note: requires internet connection   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Help Click → Online Update (internet) Wait until the Auto Update box… Read More »

Adjust Offsets for Pre-Printed Forms

  W2 Mate has the ability to adjust the offsets when printing on pre-printed forms. This tutorial shows you how to adjust the offsets for printing on pre-printed forms in W2 Mate®.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to the forms you want to… Read More »