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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. Payroll Mate® users may want to utilize one or more of the beneficial features W2 Mate® software has to offer. Whatever the reason you plan on using W2 Mate® to create W-2 forms, it is a simple process to transfer data from Payroll Mate®. We offer further assistance with W2 importing in this tutorial.

Step by Step Instructions

Note: This is a 2-part process. First you must export/save the file from Payroll Mate, second you will import the data into W2 Mate.

Open Payroll Mate:

Make sure you have the correct Company open inside Payroll Mate

1. Click "Tools" from top menu bar

2. Select "Export W2 Information to W2 Mate"

3. Click "Export"

4. Select the location to save the file

5. Name the file

6. Click "Save"

7. Click "OK"

Note: The location for the saved file shows here. You will need this location to import the data into W2 Mate.

Open W2 Mate:

Make sure you have the correct Company open inside W2 Mate or add a new company

8. Click "Import Data" from the top menu bar

9. Select "From Payroll Mate Software (W2 Data)"

10. Read Notice regarding employees, Click "Yes" to import

11. Click "Browse" to find the file you create through Payroll Mate

12. Select the correct file to import

13. Click "Import"

14. Click "OK"

Import W2 Data from Payroll Mate® into W2 Mate®


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