Use W2 Mate® with confidence from year to year. To save time and avoid re-entering employee and recipient information year to year, you can bring the data forward from the previous year. With one click of a button you can rollover all companies, employees, and recipients from the previous year. Modify any information that may have changed and begin preparing W2, 1099, and 1098 Forms. If you need help rolling data over from last year, follow the instructions in this tutorial.
**One Computer - No networking
1. Click "Tools" from the top menu bar
2. Select "Rollover data from last year"
3. Read and Confirm software installation
4. Click "Continue with Data Rollover"
5. Click "OK"
**Multiple computers - Networked
Networking will only work if you purchase and enable W2 Mate option #2
1. Create a folder on the server and name it (for example: W2 Mate 2017 Data). Make sure all network computers have FULL access rights to this new folder.
2. Install W2 Mate Current Year on the SAME computer where you have W2 Mate from Last Year
3. Enable any optional features inside W2 Mate Current Year
4. Close W2 Mate Current Year
5. Open W2 Mate from Last Year and make sure you see all your companies
6. Close W2 Mate Last Year and open W2 Mate Current Year
7. Change the W2 Mate Current Year database path to point to the new folder you created on the server. Click "Tools", Select "Options", Select "Company Data Path".
8. Select the folder on the server you created
9. Click "OK"
10. Click "Yes" for the FIRST computer being set up only. Each additional computer being set up Click "No".
11. Click "Tools"
12. Select "Rollover data from last year"
13. Read and Confirm software installation
14. Click "Continue with Data Rollover"
15. Click "OK"
16. Make sure you can see all your companies from the prior year inside W2 Mate Current Year before you proceed to the next step
Note: For each additional computer, install W2 Mate Current Year on that computer and change database path to point to the folder you created on the server. To do this select "Tools > Options > Company Data Path" from the top menu inside W2 Mate and select the created folder on the server. If you are asked to "copy existing company Files to the new folder" select "No".
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