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How to Select a Recipient

W2 Mate® is a user friendly and affordable 1099/1098 Form printing & e-filing software. W2 Mate® does not impose limits on the number of recipients added to the software. We understand there may be times when you need to locate a particular 1099/1098 recipient. Don’t search through all your records. We have made it simple to find and select a recipient. This tutorial will assist you with learning how to use the select recipient feature.

Step by Step Instructions

Make sure you have the correct Company open inside W2 Mate

1. Click "1099 & 1098 Forms" from the Shortcuts

2. Click "Select" under 1099 Recipient

3. Select correct Recipient to review

4. Click "OK"

The information for the recipient you selected will appear on screen

Select a Recipient inside W2 Mate®

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