W2 Mate® has the ability to import company information. W2 Mate® does not impose limits on the number of companies (filers). This feature is attractive to accountants and filing service providers. If you are using W2 Mate® software for a large number of clients, save time by importing your clients, either one by one, in a batch, or all companies at one time. Users will import this information from an Excel/CSV file. For assistance with the importing process follow this tutorial.
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 "Company Information (CSV-Excel)"
This will open the Import Company Information wizard
3. Click "Browse" to select the correct CSV file
4. Map the fields
5. Click "Import"
6. Click "OK"
7. Click "Close"
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