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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. Users can delete all recipients at one time, delete them one at a time or delete them in batches. Did you enter the recipients in the wrong company? Easily transfer the recipients to the correct company and delete them from the incorrect company. This can be an invaluable tool for those inadvertent mistakes that can happen. Follow the tutorial below to delete recipients.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

**Single Recipient

1. Click "1099 & 1098 Recipients" from the Shortcuts

2. Select the recipient to delete from the list

3. Click "Delete Recipient"

4. Click "Yes" on the pop up to delete the recipient

**Mulitple Recipients

1. Click "Tools" from the menu bar

2. Select "Delete Mulitple 1099/1098 Recipients"

3. Select the recipients to delete from the list

4. Click "OK"

5. Click "Yes" on the pop up to delete the recipients

Delete Recipients inside W2 Mate®

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