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. This includes recipient and form data. Importing is a powerful tool and we understand the need for choice. There are a number of ways to import 1099-MISC data. This tutorial shows the steps to import from a CSV file.
Make sure you have the correct Company open inside W2 Mate
Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to import
1. Click "Import Data" from the top menu
2. Select "1099-MISC Forms (CSV-Excel)"
This will open the Import 1099-MISC Forms wizard
3. Click "Browse" to select the correct CSV data file to import
4. Map your fields
5. Click "Import"
6. Click "OK" on the Data import complete message
7. Click "Close"
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