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How to Export 1099 & 1098 Data in W2 Mate

Export 1099 and 1098 data from W2 Mate®. Export 1099 and 1098 data to Excel. This is one of the most popular features with our customers. Use this feature to verify data inside W2 Mate® or to confirm 1096 totals, use the Excel file to fit your needs.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

1. Click "Export Data" from the top menu bar

2. Select the Correct Form from the drop-down menu (for the additional forms select Other Forms then select the correct form)

3. Click "OK"

4. Select the location you wish to save the file

5. Name the File

6. Click "Save"

Export 1099/1098 Data in W2 Mate®

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