W2 Mate software tutorials

W2 Mate® W2 / 1099 Software Tutorials

This section of our website includes simple and easy-to-follow tutorials on how to use our W2 Mate® W2 / 1099 software. W2 Mate is a W2 / 1099 printing and filing software for small businesses, accountants, CPA firms, restaurants, non-profits, agricultural businesses, churches and payroll service providers.

Tutorial Name Tutorial Description Tutorial Link
How to Create Populate and Print 1098 Forms W2 Mate® supports 1098, Mortgage Interest Statement Forms. All types of Lenders will have the ability to create, populate and print 1098 Forms. How to Create Populate and Print 1098 Forms
How to Create Populate and Print 1098-T Forms W2 Mate® gives users the ability to populate and print 1098-T Forms. Large universities, colleges, and trade schools alike can generate 1098-T, Tuition Statements, and print student’s forms on blank paper. How to Create Populate and Print 1098-T Forms
How to Create Populate and Print 1099-A Forms W2 Mate® gives users the tools to create, populate and print 1099-A Forms. Users can print the 1099-A data onto pre-printed laser forms or print the entire borrower’s 1099-A form on blank paper. How to Create Populate and Print 1099-A Forms
How to Create Populate and Print 1099-B Forms W2 Mate® is a powerful 1099-B reporting software. If you are required by the IRS to file Form 1099-B, W2 Mate® is the solution for you. How to Create Populate and Print 1099-B Forms
How to Create Populate and Print 1099-C Forms W2 Mate® is a powerful tool used to report Cancellation of Debt, Form 1099-C. W2 Mate® software is so easy to use, you will start entering and printing 1099-C data within minutes of downloading the software. How to Create Populate and Print 1099-C Forms
How to Create Populate and Print 1099-DIV Forms W2 Mate® software supports Form 1099-DIV, Dividends and Distributions. Financial institutions, CPA’s and Accounting Firms will find it beneficial to use W2 Mate®. How to Create Populate and Print 1099-DIV Forms
How to Create Populate and Print 1099-INT Forms W2 Mate® offers the ability for users to produce and print 1099-INT Forms. Supports an unlimited number of 1099-INT filers and an unlimited number of 1099-INT recipients. How to Create Populate and Print 1099-INT Forms
How to Create Populate and Print 1099-K Forms W2 Mate® allows users to generate and print Merchant Card and Third Party Network Payments, 1099-K Forms. Report income for payments processed through a merchant credit card processing account. How to Create Populate and Print 1099-K Forms
How to Create Populate and Print 1099-MISC Forms W2 Mate® software is a powerful year-end tax form reporting software. W2 Mate® gives large companies, small businesses, CPA firms and all information return filers an excellent solution to create, populate and print unlimited 1099-MISC forms. How to Create Populate and Print 1099-MISC Forms
How to Create Populate and Print 1099-OID Forms W2 Mate® software supports 1099-OID forms. Our 1099/ 1098 year–end reporting program will generate and print the recipient’s 1099-OID on blank paper. How to Create Populate and Print 1099-OID Forms
How to Create Populate and Print 1099-PATR Forms Our 1099-PATR software, W2 Mate®, is an excellent answer to issuing 1099-PATR Forms. W2 Mate® will print 1099-PATR forms on blank paper and on pre-printed laser forms. How to Create Populate and Print 1099-PATR Forms
How to Create Populate and Print 1099-R Forms Easily print IRS Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., from W2 Mate® software. How to Create Populate and Print 1099-R Forms
How to Create Populate and Print 1099-S Forms W2 Mate® software is a great solution for lending companies, title companies, and other 1099-S issuers to print 1099-S Forms. How to Create Populate and Print 1099-S Forms
How to Create a Company Backup File W2 Mate® includes a convenient built in backup feature. Choose to create a back-up file for a single company or back-up the whole database in seconds. How to Create a Company Backup File
How to Create a New Company W2 Mate® does not limit the number of companies created inside the software for year-end reporting. How to Create a New Company
How to Create a New Employee W2 Mate® supports an unlimited number of employees. Users can create an unlimited number of companies, employees, and W-2 forms. How to Create a New Employee
How to Create a New Recipient W2 Mate® supports an unlimited number of 1099 and 1098 recipients. Users can create an unlimited number of companies, recipients, and forms. How to Create a New Recipient
How to Create and Read a Bulk TIN Matching File Request/Response W2 Mate® offers the user the ability to create a Bulk TIN Matching Request File that users will submit to the IRS via IRS eServices. Once the IRS sends the user a Response File back, this response can be opened and read inside W2 Mate®. How to Create and Read a Bulk TIN Matching File Request/Response
How to Print Form 1096 Our 1099 form printing software will print Form 1096 data on the IRS required red-ink form. Print a 1096 form for each type of 1099 and 1098 form supported in W2 Mate® software. How to Print Form 1096
How to Print 1099-MISC Copy A Form W2 Mate® supports 1099-MISC Forms. Our 1099-MISC software will print Form 1099-MISC Copy A (for the Internal Revenue Service) on the IRS required red-ink forms. How to Print 1099-MISC Copy A Form
How to Print 1099-MISC Recipient Forms W2 Mate® is our 1099-MISC preparation program. W2 Mate® conveniently prints 1099-MISC forms with instructions on blank paper. Print the recipient copies on blank paper or on preprinted forms. How to Print 1099-MISC Recipient Forms
How to Print Corrected 1099 and 1098 Forms W2 Mate® supports corrected 1099 and 1098 Forms. Our 1099/1098 software has a correction feature available. How to Print Corrected 1099 and 1098 Forms
How to Print Employee and Recipient Address Labels W2 Mate® provides the ability to print address labels for employees and recipients (Avery 5160 format). Save time and avoid mistakes addressing tax form envelopes. How to Print Employee and Recipient Address Labels
How to Print Form W2 Copy A W2 Mate® prints W2 Copy A (for Social Security Administration) tax forms. The options available to users are the ability to print on pre-printed red-ink laser forms and the ability to print on blank paper (SSA approved substitute). How to Print Form W2 Copy A
How to Print Employee W2 Form W2 Mate® does not impose any limitations on the number of employers or employees, print as many W2 tax forms as needed. Fill in the data on pre-printed forms or conveniently print employees’ W2 forms on blank paper. How to Print Employee W2 Form
How to Print Form W3 for Multiple States W2 Mate® automatically calculates the totals on Form W3, annual summary transmittal. If you are a multi-state employer we give you the ability to mark your W-3 transmittal showing you are submitting W-2 forms for multiple states. How to Print Form W3 for Multiple States
How to Print Form W3 Use W2 Mate® software to print automatically calculated W3 Forms. W2 Mate® offers users the ability to print W3 tax forms on pre-printed red-ink laser forms or to print an SSA approved substitute W-3 on blank paper. How to Print Form W3
How to Adjust Offsets for Pre-Printed Forms Adjust the offsets when printing W-2, 1099 and 1098 data on pre-printed forms using W2 Mate® software. How to Adjust Offsets for Pre-Printed Forms
How to Edit Data on a 1098 Form W2 Mate® includes an important tool to edit 1098 form data. Whether you have entered information manually or imported 1098 information, the form data can be edited. How to Edit Data on a 1098 Form
How to Edit Data on a 1098-T Form W2 Mate® allows users to edit 1098-T data inside the program. Our 1098-T year end reporting software makes it easy for 1098-T data to be modified. How to Edit Data on a 1098-T Form
How to Edit Data on a 1099-A Form W2 Mate® users are able to edit data on Form 1099-A. Our Form 1099-A program gives users the tools to issue 1099-A year-end tax forms without errors. How to Edit Data on a 1099-A Form
How to Edit Data on a 1099-B Form W2 Mate® offers users the ability to edit the data entered on 1099-B Forms. This allows users to edit the 1099-B form information to ensure the correct information is reported on the 1099-B forms. How to Edit Data on a 1099-B Form
How to Edit Data on a 1099-C Form W2 Mate® is powerful software used to issue Cancellation of Debt, Form 1099-C. W2 Mate® software is so easy to use, you will start entering or importing 1099-C data within minutes of downloading the software. How to Edit Data on a 1099-C Form
How to Edit Data on a 1099-DIV Form W2 Mate® users have the ability to edit the data entered on the 1099-DIV form inside W2 Mate® software. Users are able to edit data that was incorrectly entered or imported into the program to ensure correct data is reported. How to Edit Data on a 1099-DIV Form
How to Edit Data on a 1099-INT Form W2 Mate® offers the ability to edit 1099-INT tax form data that has been entered into the program. W2 Mate® does not limit the number of 1099-INT issuers or limit the number of 1099-INT recipients, making a form edit feature that much more important. How to Edit Data on a 1099-INT Form
How to Edit Data on a 1099-K Form Whether you are updating information or adjusting data you entered into W2 Mate®, it is important to have the ability to edit 1099-K data before printing, issuing, and reporting. We make it simple to edit 1099-K tax form data. How to Edit Data on a 1099-K Form
How to Edit Data on a 1099-MISC Form W2 Mate® users have the ability to edit data stored inside W2 Mate® software. Users can enter data into the program manually or import the data. Regardless of the data input method, users are able to edit that information. How to Edit Data on a 1099-MISC Form
How to Edit Data on a 1099-OID Form Easily edit 1099-OID information that you have saved in W2 Mate® software. It is as easy as selecting a recipient, making the change on the Original Issue Discount tax form, and saving the changed form. How to Edit Data on a 1099-OID Form
How to Edit Data on a 1099-PATR Form Editing data on tax form 1099-PATR is an element included in W2 Mate®. You will be able to select the specific recipient you need to make changes to, manually enter the new data, and save the form. How to Edit Data on a 1099-PATR Form
How to Edit Data on a 1099-R Form W2 Mate® understands the need to make changes to 1099-R tax forms inside the program and makes the process as easy as possible. How to Edit Data on a 1099-R Form
How to Edit Data on a 1099-S Form W2 Mate® allows users to edit data on the 1099-S form. Many useful features including editing are built into our 1099-S printing and filing software that makes reporting 1099-S information simple. How to Edit Data on a 1099-S Form
How to Edit and Save Data on 1099 & 1098 Forms You can edit information on the 1099 and 1098 forms you have entered into W2 Mate® software. Easily select the type of 1099 or 1098 form, select the recipient, make changes to the information, and save the modifications. How to Edit and Save Data on 1099 & 1098 Forms
How to Edit and Save Data on W2 Forms W2 Mate® supports unlimited W2 forms. For this fact it becomes important to make changes to employees’ W-2 forms. If you imported employee data, or you keyed in the data, you are able to make adjustment if needed. How to Edit and Save Data on W2 Forms
How to Enter Data on Other 1099/1098 Forms W2 Mate® supports a large number of 1099 and 1098 tax forms. The supported forms are 1099-MISC 1099-INT, 1099-DIV, 1099-R, 1099-A, 1099-B, 1099-C, 1099-PATR, 1099-OID, 1099-S, 1099-K, 1098, and 1098-T. How to Enter Data on Other 1099/1098 Forms
How to Clear Data on 1099 and 1098 Forms W2 Mate® is capable of clearing all values from a 1099 or 1098 form. Box values can easily be cleared from a recipient’s 1099 or 1098 form. How to Clear Data on 1099 and 1098 Forms
How to Clear Data on W2 Forms W2 Mate® is capable of clearing all values from a W2 form. Box values can easily be cleared from an employee’s W2 form. How to Clear Data on W2 Forms
How to Modify Values on a 1096 Form W2 Mate® automatically populates Form 1096 based on the information entered inside the software for each type of 1099 and 1098 form. If you choose you can modify the totals on Form 1096. How to Modify Values on a 1096 Form
How to Update Company Name W2 Mate® allows you to easily make a change to a company name inside the software. How to Update Company Name
How to Update Locality Name for Multiple Employees W2 Mate® includes a feature to update the locality name box on Form W-2. How to Update Locality Name for Multiple Employees
How to Update State and State ID for Multiple 1099-B Recipients W2 Mate® includes a feature to update the state and state number boxes on tax form 1099-B. How to Update State and State ID for Multiple 1099-B Recipients
How to Update State and State ID for Multiple 1099-DIV Recipients Easily update the state and state ID number boxes on the 1099-DIV form inside W2 Mate® software. How to Update State and State ID for Multiple 1099-DIV Recipients
How to Update State and State ID for Multiple 1099-INT Recipients Update the state and state ID number boxes on the 1099-INT form easily inside W2 Mate® software. How to Update State and State ID for Multiple 1099-INT Recipients
How to Update State and State ID for Multiple 1099-K Recipients The 1099-K forms state and state ID number boxes are easily updatable inside W2 Mate® software. How to Update State and State ID for Multiple 1099-K Recipients
How to Update State and State ID for Multiple 1099-MISC Recipients W2 Mate® includes many aspects that make this program beneficial to users. The ability to update the state and state number fields on 1099-MISC forms is particularly important. How to Update State and State ID for Multiple 1099-MISC Recipients
How to Update State and State ID for Multiple 1099-OID Recipients W2 Mate® comes packed with many time saving features. One of these time-saving components is the capacity to update the state and state ID number fields on Form 1099-OID. How to Update State and State ID for Multiple 1099-OID Recipients
How to Update State and State ID for Multiple 1099-R Recipients W2 Mate® offers several ways to update information on the 1099-R forms inside the program. One particular feature gives users the ability to update the state and state number fields. How to Update State and State ID for Multiple 1099-R Recipients
How to Update State and State ID for Multiple Employees State and State ID fields become very important when e-filing. W2 Mate® offers a means to update state fields on the W-2 form. Update one, a few or all W-2 forms with a few easy clicks. How to Update State and State ID for Multiple Employees
How to Zero Amounts on Multiple 1099/1098 Forms W2 Mate® includes the feature to make corrections before printing 1099 and 1098 Forms by zeroing out the amounts and starting over. How to Zero Amounts on Multiple 1099/1098 Forms
How to Zero Amounts on Multiple W2 Forms W2 Mate® is made to lessen the possibility of W2 Form mistakes. If the need arises to zero all amounts on the W-2 forms you have inside the software it is as easy as one click. How to Zero Amounts on Multiple W2 Forms
How to E-File 1098 Forms W2 Mate® offers a 1098 electronic filing feature. W2 Mate® generates a file that is formatted based on IRS Publication 1220 and that you can submit to the IRS FIRE system. How to E-File 1098 Forms
How to E-File 1098-T Forms W2 Mate® offers the ability for users to create electronic submission files for 1098-T forms, Tuition Statements, to be submitted through the IRS FIRE system. How to E-File 1098-T Forms
How to E-File 1099-A Forms E-file 1099-A information returns with W2 Mate® software. Easily use our straightforward e-filing utility to generate an electronic submission file that can be uploaded to the IRS FIRE system. How to E-File 1099-A Forms
How to E-File 1099-B Forms W2 Mate® has a powerful 1099-B e-filing feature. Use the built-in electronic filing utility to create an electronic file that you can submit to the IRS through the FIRE system. How to E-File 1099-B Forms
How to E-File 1099-C Forms W2 Mate® offers users the ability to produce an electronic submission file for 1099-C forms and submit the file to the IRS FIRE system. How to E-File 1099-C Forms
How to E-File 1099-DIV Forms W2 Mate® offers an electronic filing component for 1099-DIV forms that creates an e-file based on IRS Publication 1220 requirements which users can upload to the IRS FIRE system. How to E-File 1099-DIV Forms
How to E-File 1099-INT Forms Use W2 Mate® to create submission files for 1099-INT forms. Our 1099-INT program generates a file that you can submit to the IRS FIRE system. How to E-File 1099-INT Forms
How to E-File 1099-K Forms W2 Mate® offers users the ability to create electronic submission files for 1099-K forms that can be submitted through the IRS FIRE system. How to E-File 1099-K Forms
How to E-File 1099-MISC Forms Create the e-file for 1099-MISC forms with W2 Mate® software. Easily use our powerful e-filing utility to generate electronic submission files that can be submitted to the IRS FIRE system. How to E-File 1099-MISC Forms
How to E-File 1099-OID Forms W2 Mate® has a powerful 1099-OID e-filing feature. Use the built-in electronic filing utility to create an electronic submission file based on IRS Publication 1220. How to E-File 1099-OID Forms
How to E-File 1099-PATR Forms Use W2 Mate® software to create the electronic file for 1099-PATR tax forms. Users can file a large volume of tax forms for one low rate (no per form charge). How to E-File 1099-PATR Forms
How to E-File 1099-R Forms W2 Mate® offers a 1099-R electronic filing component. Our 1099-R electronic filing software creates an e-file based on IRS Publication 1220 requirements that can be submitted to the IRS FIRE system. How to E-File 1099-R Forms
How to E-File 1099-S Forms Our 1099-S program is an easy cost-effective solution to e-file 1099-S tax forms. Use W2 Mate® software to create 1099-S electronic submission files to upload to the IRS FIRE system. How to E-File 1099-S Forms
How to E-File W2 Forms to SSA W2 Mate® software offers the ability to generate electronic filing submissions of Annual Wage Reports (W2 Forms). The file generated is based on SSA’s "Specifications for filing Forms W-2 Electronically EFW2". How to E-File W2 Forms to SSA
How to E-File W2 Forms to State E-file W-2 forms with your state using W2 Mate® software. Many states are now requiring W2 electronic filing. Our W-2 State electronic filing software will generate a submission file that includes state records based on your state requirements. How to E-File W2 Forms to State
How to Import 1098 Data W2 Mate® offers multiple ways to import Form 1098 data. The most common importing method is from a CSV file. How to Import 1098 Data
How to Import 1098-T Data Imagine manually entering all 1098-T recipient and form data, this will become cumbersome. W2 Mate® saves you time. With a few easy steps your information will be imported and forms ready to be issued. How to Import 1098-T Data
How to Import 1099-A Data W2 Mate® has a feature that gives users the ability to import recipient and form data for 1099-A Forms. This feature allows users to import the data to the appropriate boxes on the 1099-A forms eliminating the necessity to manually enter the data for each recipient. How to Import 1099-A Data
How to Import 1099-B Data W2 Mate® software will import 1099-B recipient and form records. Reduce the risk of entering inaccurate data by importing 1099-B data. How to Import 1099-B Data
How to Import 1099-C Data With a user friendly CSV file mapping feature it only takes moments to import 1099-C recipients and their matching form data into W2 Mate® software. How to Import 1099-C Data
How to Import 1099-DIV Data W2 Mate® offers the ability for users to import 1099-DIV form data. Use this convenient feature to import general recipient data and to import the correct amounts into the correct fields on the 1099-DIV form. How to Import 1099-DIV Data
How to Import 1099-INT Data W2 Mate® offers the ability for users to import 1099-INT tax form information for Interest Income. W2 Mate® supports all types of interest income and all fields on the 1099-INT form. How to Import 1099-INT Data
How to Import 1099-K Data Our 1099-K software gives users the ability to import data. W2 Mate® software will import payment card and third-party network transactions from a CSV file. How to Import 1099-K Data
How to Import 1099-MISC Data W2 Mate® offers many features that are beneficial to all types of users. One of the most important features to our customers is the ability to import 1099-MISC data. How to Import 1099-MISC Data
How to Import 1099-OID Data W2 Mate® offers users a number of beneficial features. Importing is one of our most popular features simply because this makes the users experience so much easier. You do not have manually enter 1099-OID data. How to Import 1099-OID Data
How to Import 1099-PATR Data W2 Mate® allows users to import the data for 1099-PATR Forms. This allows you to import the general recipient information and to import data to the correct boxes for the 1099-PATR forms. How to Import 1099-PATR Data
How to Import 1099-R Data W2 Mate® comes with a powerful import feature capable of mapping a CSV file (text file delimited with a comma or a tab) into 1099-R data format that can be processed by our software. How to Import 1099-R Data
How to Import 1099-S Data W2 Mate® supports the importing of 1099-S Forms. This is an invaluable feature offered to users. If you are issuing a large volume of 1099-S forms, import all 1099-S data for each company. How to Import 1099-S Data
How to Import 1099 Data Using Electronic Filing Format W2 Mate® Software gives users the ability to import 1099 data from an electronic filing formatted file. W2 Mate® supports importing data from files that comply with the 1099 Electronic Filing specifications in IRS Publication 1220. How to Import 1099 Data Using Electronic Filing Format
How to Import 1099 Data Using Microsoft Dynamics GP W2 Mate®, our 1099 Software, offers a powerful import wizard that can import 1099 data from Microsoft Dynamics GP. The user can map Dynamics data to go into any 1099 Form and 1099 Box on that form. How to Import 1099 Data Using Microsoft Dynamics GP
How to Import 1099 Data from Payroll Mate W2 Mate® has the ability to import the data for 1099 Forms from Payroll Mate® software. If you are using W2 Mate® to generate and print or e-file 1099-MISC forms you can easily export the data from Payroll Mate® and import into W2 Mate®. How to Import 1099 Data from Payroll Mate
How to Import 1099 Data Using Sage 50 / Peachtree W2 Mate® offers users the ability to import the data for 1099 and 1098 Forms using Sage 50 Accounting. Our 1099 tax software has a dedicated 1099 import wizard for importing data from Sage 50 / Peachtree. How to Import 1099 Data Using Sage 50 / Peachtree
How to Import 1099 Data from QuickBooks Online W2 Mate® has the capacity to import the data for 1099 Forms from QuickBooks Online. Worry no more, W2 Mate® makes it easy to import your 1099-MISC data. How to Import 1099 Data from QuickBooks Online
How to Import 1099 Data Using Sage DacEasy W2 Mate® has created an easy, robust mechanism to import 1099 data from Sage DacEasy. Use the importing wizard to import 1099 data and map it to 1099 and 1098 forms supported in W2 Mate® software. How to Import 1099 Data Using Sage DacEasy
How to Import 1099 Data from Adams Tax Forms Helper W2 Mate® provides users with the ability to import 1099 Data. We support a number of ways to import 1099 tax form data including from Adams Tax Forms Helper. How to Import 1099 Data from Adams Tax Forms Helper
How to Import 1099-MISC Data Using QuickBooks W2 Mate® comes with a built in 1099-MISC QuickBooks importing component. The QuickBooks (desktop version) importing Wizard ensures a smooth and effective 1099-MISC import. How to Import 1099-MISC Data Using QuickBooks
How to Import Other 1099 Data Using QuickBooks W2 Mate® supports many different types of 1099 and 1098 forms and users are able to use the QuickBooks importing wizard for all types of 1099/1098 tax forms supported in W2 Mate®. How to Import Other 1099 Data Using QuickBooks
How to Import Company Information W2 Mate® has the ability to import company information. W2 Mate® does not impose limits on the number of companies (filers). How to Import Company Information
How to Import Email Addresses W2 Mate® gives users the ability to import email addresses. Import email addresses with the employee information or import email addresses separately. How to Import Email Addresses
How to Import W2 Data W2 Mate® supports W-2 Wage and Tax Statement importing. We give users a number of choices to import W2 data. One of the most popular choices is importing from a CSV file. How to Import W2 Data
How to Import W2 Data Using Electronic Filing Format W2 Mate® supports importing data from files that comply with the W2 Electronic Filing specifications. The W2 Federal Magnetic Media format is also referred to as MMREF or EFW2 format. How to Import W2 Data Using Electronic Filing Format
How to Import W2 Data Using Microsoft Dynamics GP W2 Mate® will import your W2 data from Microsoft Dynamics GP. Importing W-2 data from Microsoft Dynamics is straightforward. How to Import W2 Data Using Microsoft Dynamics GP
How to Import W2 Data from Payroll Mate Import W-2 Tax and Wage Statements from Payroll Mate®. W2 Mate® is set-up to easily import employees and W2 data from Payroll Mate® software. How to Import W2 Data from Payroll Mate
How to Import W2 Data Using QuickBooks W2 Mate® gives users the ability to import W2 data from QuickBooks. The QuickBooks import wizard included in our W-2 software is one of the most sophisticated and easy to use import utilities available in the industry. How to Import W2 Data Using QuickBooks
How to Import W2 Data Using Sage DacEasy W2 Mate® will import the electronic submission file (EFW2) that is generated from Sage DacEasy. Generate the EFW2 file inside Sage DacEasy and then easily import the employees and W2 data using the W2 electronic filing information tool. How to Import W2 Data Using Sage DacEasy
How to Export 1099 & 1098 Data Export 1099 and 1098 data from W2 Mate® to Excel. How to Export 1099 & 1098 Data
How to Export a 1099 Recipient List W2 Mate® includes many useful tools making this a powerful 1099 filing and printing software. Export a recipient list that includes the recipient’s name, address and ID number. How to Export a 1099 Recipient List
How to Export a Company List W2 Mate® includes the feature to export all your companies and relevant data including types of forms being issued by the company and the tax form totals to Excel. How to Export a Company List
How to Export an Employee List W2 Mate® is a comprehensive W-2 filing and printing software that includes a variety of useful tools. Export an employee list that includes the employee’s name, address, and social security number. How to Export an Employee List
How to Export W2 Data We have included numerous user friendly features in our W2 Mate® software. Exporting to Excel is a popular feature with our customers. Use this feature to verify data inside W2 Mate®, confirm Form W3 totals, or simply use the Excel file to suit your needs. How to Export W2 Data
How to Check for Updates W2 Mate® prompts users to check for updates and notifies them when updates are available. Quickly install updates with a click of a button. How to Check for Updates
How to Combine Multiple 1099/1098 Electronic Submission Files W2 Mate® gives users the option to bulk send 1099 / 1098 electronic submission files to the Internal Revenue Service. Bulk IRS e-files can be generated based on type of form. How to Combine Multiple 1099/1098 Electronic Submission Files
How to Combine Multiple W2 Electronic Submission Files W2 Mate® gives users the ability to bulk upload W-2 electronic submission files to the Social Security Administration. Easily generate an e-file for each company and use this convenient feature to combine all files into one for one easy upload. How to Combine Multiple W2 Electronic Submission Files
How to Delete a Company W2 Mate® allows the user to delete a company inside the software. By deleting a company, all pertaining information will also be deleted including the employees, recipients and forms under that company. How to Delete a Company
How to Delete Employees W2 Mate® allows the user to delete employees inside the software. If the employee's information was entered incorrectly, simply delete the employee and start over. How to Delete Employees
How to Delete Recipients W2 Mate® makes it easy to delete recipients inside the program. If the receipients's information was entered incorrectly or imported improperly, simply delete the recipient and start over. How to Delete Recipients
How to Enter a Foreign Company Address W2 Mate® will accommodate a company issuing W2/1099 tax forms from a company with a foreign address. How to Enter a Foreign Company Address
How to Enter Optional Feature Codes W2 Mate® is a comprehensive W2/ 1099 printing and filing software. We understand the varying needs of our many customers. For this reason we offer many different features. How to Enter Optional Feature Codes in W2 Mate
How to Make Multiple 1099/1098 Recipients Active W2 Mate® includes many practical features. For a multitude of reasons, you may need to make 1099/1098 recipients active inside W2 Mate®. How to Make Multiple 1099/1098 Recipients Active
How to Make Multiple 1099/1098 Recipients Inactive W2 Mate® comes with many useful functions. The need to mark recipients inactive can arise for any number of reasons. How to Make Multiple 1099/1098 Recipients Inactive
How to Move to the Next Employee W2 Mate® does not impose limits on the number of employees supported. After entering multiple employees into our W-2 preparation software you may need to navigate from employee to employee. How to Move to the Next Employee
How to Move to the Next Recipient W2 Mate® does not impose limits on the number of recipients supported. After entering multiple recipients into our 1099 printing and filing software you may need to navigate from recipient to recipient. How to Move to the Next Recipient
How to Open a Company Easily use W2 Mate® software for multiple companies. After entering multiple companies into our W-2/1099 printing and filing software you may need to navigate from company to company. How to Open a Company
How to Recover W2 Mate Data W2 Mate® utilizes a backup and restore function, which is recommended to recover database files. Restores the whole database in seconds proving this to be an easy and powerful function inside W2 Mate® software. How to Recover W2 Mate Data
How to Remove COPY from 1099 and 1096 Forms W2 Mate® has the ability to print 1099-MISC Copy A and 1096 forms on blank paper. The forms can be printed using a colored laser printer. The user can remove the word COPY from the forms. How to Remove COPY from 1099 and 1096 Forms
How to Restore a Company Backup File W2 Mate® includes a convenient built-in restore backup feature. Choose to restore a back-up file for a single company or restore the whole database in seconds. How to Restore a Company Backup File
How to Rollover Company Data from Previous Year Use W2 Mate® with confidence from year to year. To save time and avoid re-entering employee and recipient information year to year, you can bring the data forward from the previous year. How to Rollover Company Data from Previous Year
How to Run W2 Mate Over a Network W2 Mate® is capable of being run in a network environment. Running W2 Mate® over a network allows multiple users to share the same data. How to Run W2 Mate Over a Network
How to Select an Employee We know locating an employee by searching through all the W-2 forms would be time consuming. Don’t search through each W2 record one by one. W2 Mate® has made easy it to find and select an employee. How to Select an Employee
How to Select a Recipient We understand there may be times when you need to locate a particular 1099/1098 recipient. Don’t search through all your records. W2 Mate® has made it simple to find and select a recipient. How to Select a Recipient
How to Send Batch Emails Using 1099 Emailer W2 Mate® software offers users a batch emailer feature. Electronically deliver large batches of W-2 and 1099/1098 forms in minutes saving you precious time and money. How to Send Batch Emails Using 1099 Emailer
How to Set a Password W2 Mate® allows users to set a password inside the software. This is a vital security feature. How to Set a Password
How to Track Filing Status W2 Mate® includes an option to allow users to track the filing status for each company inside the software. Users can edit/update the fields for tracking status as needed. How to Track Filing Status
How to Transfer W2 Mate to a New Computer W2 Mate® software uses a backup and restore system to transfer database files to a new computer. How to Transfer W2 Mate to a New Computer
How to Use 1099-MISC Remap Tool One of the practical features included in W2 Mate® is the ability to re-map 1099-MISC data. Re-map 1099-MISC data from one box to another or re-map the data to an entirely different 1099 or 1098 Form. How to Use 1099-MISC Remap Tool
How to Use the 1099 Prior Year E-filing Utility W2 Mate® has the ability for users to create an accepted 1099 form electronic submission file for a prior tax year. How to Use the 1099 Prior Year E-filing Utility
W2 Mate Download Instructions W2 Mate® software is a stand-alone W2/1099 form printing and filing software. The software allows users to enter an unlimited number of companies, employees and recipients into the program. Download W2 Mate® within minutes of placing your order. W2 Mate Download Instructions

Make Processing Tax Forms Easy Using W2 Mate®

W2 Mate® software is a stand-alone, in-house W2/1099 form printing and filing software. All data is stored locally so you have control over who has access to your data. W2 Mate® is ideal for small businesses, accounting firms, CPAs, farms / agribusinesses, restaurants, trucking companies, churches, non-profits and more. The software works with different accounting software including QuickBooks, Peachtree (Sage 50) , Quicken, Microsoft Accounting and more.


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