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®.

download-tutorial-2

 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 would like to save the PDF’s
  • Step 2 allows you to set a password on these PDF’s
  • Choose all the employees that you want to create these PDF’s for
  • Check 1099 Emailer options Box
  • Click → Create PDF W2’s
  • Click → 1099 Emailer
  • Click → Launch 1099 Emailer
  • Click → Batch Send Emails
  • Fill out the proper information depending on your email service
  • Click → OK
  • Select the recipients and click Batch Send emails

For 1099/1098 Forms

  • Select 1099 & 1098 Forms
  • Click → Create PDF 1099’s
  • Select a location where you would like to save the PDF’s
  • Step 2 allows you to set a password on these PDF’s
  • Choose all the recipients that you want to create these PDF’s for
  • Check 1099 Emailer options Box
  • Click → Create PDF 1099’s
  • Click → 1099 Emailer
  • Click → Launch 1099 Emailer
  • Click → Batch Send Emails
  • Fill out the proper information depending on your email service
  • Click → OK
  • Select the recipients and click Batch Send emails