W2 Mate® offers an electronic filing component for QuickBooks North Carolina 1099-Misc filers. W2 Mate is a quick and easy solution for state 1099Misc filing. A powerful QuickBooks import wizard assist users to effortlessly import data into W2 Mate. In a few simple steps convert the imported data to a North Carolina electronic submission file and upload the file using the eNC3 web application.
Step by Step Instructions
Make sure you have the correct Company open inside W2 Mate.
1. Click "Import Data" from the top menu.
2. Select "From QuickBooks (W2 and/or 1099 Data)".
This will open the QuickBooks Import wizard.3. Read Message-understand you will need to have QuickBooks open and actively running.
4. Click "Next".
5. Click "Connect to QuickBooks". This will open a QuickBooks dialog asking if you want to authorize W2 Mate to access the company information in QuickBooks.
6. Click "Yes".
7. Checkmark to allow this application to access personal data.
8. Click "Continue".
9. Click "Done".
10. Click "OK".
11. Click "Next".
12. Select 1099 Data.
13. Select "Tax year" from drop down menu.
14. Select "1099-MISC" from drop down menu.
15. Click "Next".
16. Click "OK".
17. Review data to import.
18. Click "Next".
19. Click "Finish".
Note: The steps above are for importing from QuickBooks desktop. To import from QuickBooks online (QBO), please follow this tutorial. How to Import 1099 Data from QuickBooks Online
Step by Step Instructions
Make sure you have the correct Company open inside W2 Mate.
1. You have imported 1099 Misc data from QuickBooks. Review the imported data inside W2 Mate.
2. Under the Company General Information tab inside W2 Mate, make sure to enter "NC" for the State field. If you do have a “State Withholding Account Number” with NC, please enter under “Employer State ID” field.
3. Very Important: Make sure Box 17 on all 1099-MISC forms is set to "NC". To be on the safe side, select from the top menu inside W2 Mate "Tools > Other Recipient / 1099 Tools > Update Box 17 (State, Payers State #) for multiple 1099-MISC Recipients" and select "NC" as the state abbreviation and the “State Withholding Account Number” with NC under “New Payer’s State No.”
4. From the top menu inside W2 Mate select "E-Filing > 1099-MISC Forms".
5. In the 1099 E-File dialog use "11111" (no quotes) for the TCC code since you are filing with the state.
6. In the 1099 E-File dialog make sure you DO check the box "Include Combined Federal / State Filing Program Information".
7. VERY Important: make sure the file name You enter under "Output File" ends with ".TXT" so North Carolina Knows that the file is in text format.
8. Once all the data in the 1099 E-File dialog is populated, click the OK button. W2 Mate will create the file and show a success message.
9. Upload the file using the eNC3 web application located on the NC Department’s website at www.dornc.com/enc3/ or contact the state to see how to upload the file.
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