Note: These instructions are intended for Montana business owners and accountants wanting to file employer W2 forms with the state using the EFW2 text format. These instructions are not for individuals wanting to file individual income tax returns with the MT DOR.
Step # 1. Open the W2 Mate software. If you do not have W2 Mate installed, you can learn more about our W2 software product and download free demo by visiting this page.
Step # 2. Under the Company General Information tab inside W2 Mate, make sure to enter "MT" for the State field and enter the Montana state ID.
Step # 3. Very Important: Make sure Box 15 State and State ID are populated properly on all W-2 forms.
To be sure, select from the top menu inside W2 Mate "Tools > Update Box 15 (State, State #) for multiple employees".
Select "MT" under "New State" and enter Montana State ID under "New Employer State ID number".
Hit the "Select All" button to select all employees.
Hit the OK button to apply your changes.
Please make sure to do this step even if you think Box 15 is populated properly on the W2 Forms.
Step # 4. From the top menu inside W2 Mate select "E-Filing > W-2 Forms".
Step # 5. In the W-2 E-File dialog use "00000000" (no quotes) for the PIN (User ID) if you are filing with the state ONLY.
Step # 6. In the e-File W2 Forms dialog select "STATE" under "Federal or State" and select Montana.
Step # 7. Once all the data in the W-2 E-File dialog is populated, click the OK button.
W2 Mate will create the file and show a list of employees included in the output file. Double check this information.
Step # 8. Upload the file generated from inside W2 Mate (no other file) through Montana DOR Tap.