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How to Move to the Next Recipient

W2 Mate® software supports multiple recipients. W2 Mate® does not impose limits on the number of recipients supported. After entering multiple recipients into our 1099 printing and filing software you may need to navigate from recipient to recipient. This tool can be used to edit 1099/1098 data or to manually enter 1099/1098 data. This tutorial illustrates how to move from one recipient to the next.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

1. Click "1099 & 1098 Forms" from shortcuts

2. Click "Next" until you see the correct Recipient

Move to the Next Recipient inside W2 Mate®

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