How to Import W2 Data From Payroll Mate into W2 Mate

W2 Mate has the ability to import from Payroll Mate.

This tutorial shows how to import W2 Data from Payroll Mate inside W2 Mate.


 Summary of Steps

This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.
Open Payroll Mate:

  • Click → Tools
  • Select “Export W-2 Information to W2 Mate”
  • Click → Export
  • Create your File Name
  • Click → Save

Open W2 Mate:

  • Click → Import Data
  • Select “From Payroll Mate Software (W-2 Data)”
  • Click → Browse to select the File you create through payroll mate
  • Click → Import
  • Click → OK