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How to Import W2 Data Using Sage DacEasy

We offer a simple solution to importing W-2 data from Sage DacEasy. W2 Mate® will import the electronic submission file (EFW2) that is generated from Sage DacEasy. Inside Sage DacEasy it should be very straight forward to use the magnetic media dialogue box to generate the EFW2 file. Then easily import employees and W2 information in the W2 electronic filing format import tool. This tutorial is available to assist you with importing from Sage DacEasy.

Step by Step Instructions

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 "From Sage DacEasy (W2 Data)"

3. Read Message then Click "OK"

Note: You need to generate a W2 Magnetic Media file inside DacEasy and then import that file into W2 Mate using the EFW2 Format import feature.

4. Click "Import Data" from the top menu

5. Select "From W2 Electronic Filling Format (EFW2 Format)"

This will open the W2 Electronic Filling Format Import wizard

6. Click "Browse" to select the Sage DacEasy file

7. Review the data

8. Click "Import"

9. Click "OK"

Import W2 Data Using Sage DacEasy into W2 Mate®

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