Tag Archives: W2 Mate

How to Update Box 11 and 12 for Multiple 1099 INT Recipients

W2 Mate has the ability to update boxes on forms. This tutorial shows how to How to Update Box 11 and 12 for Multiple 1099 INT Recipients in W2 Mate®     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select… Read More »

How to Select Other 1099 Forms

W2 Mate has a feature to where you can select other 1099 forms. This is an optional feature. Forms: 1099-INT* Forms: Interest Income 1099-DIV* Forms: Dividends and Distributions 1099-R* Forms: Distributions From Pensions, Annuities, Retirement, etc. 1099-A* Forms: Acquisition or Abandonment of Secured Property. 1099-B* Forms: Proceeds From Broker and Barter Exchange Transactions. 1099-C* Forms: Cancellation… Read More »

How to Update Box 13 and 14 for Multiple 1099 B Recipients

W2 Mate has the ability to update boxes on forms. This tutorial shows how to How to Update Box 13 & 14 for Multiple 1099 B Recipients W2 Mate®       Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select… Read More »

How to Update Box 20 (Locality Name) for Multiple Employees

W2 Mate has the ability to update boxes on forms. This tutorial shows how to How to Update Box 20 (Locality Name) for Multiple Employees in W2 Mate®     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company… Read More »

How to Remove “COPY” from 1099 and 1096 forms

W2 Mate has the ability to remove the word copy from 1099 and 1096 forms. This tutorial shows how to how to remove the word “COPY” from the 1099 Misc and 1096 form in W2 Mate.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots.… Read More »

How to Print 1099 Misc Recipient Forms

 W2 Mate has the ability to print recipient forms on blank paper and print data on pre printed forms This tutorial shows how to Print 1099 Misc recipient in W2 Mate.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select… Read More »

How to Print Form W3 for multiple States

W2 Mate has the ability to print form W3 for multiple states. This tutorial shows you how to do so. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company. Select the company you want to open. Click→ OK Go to W3 form… Read More »

How to Print Form W3

W2 Mate has the ability to print SSA aproved W3 forms on blank paper. Note this is an optional feature. This tutorial shows how to how to print a W3 in W2 Mate. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company. Select the company… Read More »

How to Print Employee W2 Forms

W2 Mate has the ability to print Employee W2 copies on preprinted forms and on blank paper  This tutorial shows how to Print employee W2  forms in W2 Mate. Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want to… Read More »

How to Print Form W2 Copy A

 W2 Mate has the ability to print W2 Copy A on preprinted forms and on blank paper with the purchase of an optional feature.  This tutorial shows how to Print W2 Copy A forms in W2 Mate.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go… Read More »

How to Print Corrected 1099 and 1098 Forms

W2 Mate has the ability to print corrected 1099/1098 forms This tutorial shows how to print corrected 1099/1098 forms.   Summary of Step This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want to open. Click→ OK Go to→ 1099&1098 forms… Read More »

How to Print Form 1096

W2 Mate has the ability to print form 1096 data out on to pre printed red ink laser forms. This tutorial shows how to Print form 1096 in W2 Mate.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you… Read More »

How to make Multiple 1099/1098 Recipients Inactive

W2 Mate has the ability to disable multiple recipients. This tutorial shows How to Make Multiple 1099/1098 Recipients inactive in W2 Mate®     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want to open. Click→ OK Go… Read More »

How to make Multiple 1099/1098 Recipients Active

W2 Mate has the ability to make recipients active after being disabled. This tutorial shows how to How to Make Multiple 1099/1098 Recipients Active in W2 Mate®   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want… Read More »

How to Enter Optional Feature Codes in W2 Mate

W2 Mate has optional features that can be purchased to enhance the program. This tutorial shows how to add an optional feature code in W2 Mate.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want… Read More »

How to Delete a Recipient

W2 Mate allows you to delete a recipient if you do not need them anymore.  This tutorial shows how to delete a recipient in W2 Mate.     Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want… Read More »

How to Create a New Recipient

W2 Mate allows you to create as many recipients as you may like This tutorial shows how to create a new recipient in W2 Mate.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company. Select the company you want to open.… Read More »

How to Clear Data on 1099/1098 Forms

W2 Mate has the ability to clear the data that has been entered on 1099/1098 forms. This tutorial shows how to clear 1099/1098 data.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want to open. Click→… Read More »

How to Check for Updates

W2 Mate allows you to check for new updates in the software. This tutorial shows how to check for new updates in W2 Mate.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Click → Help Click → Online Update(internet) Wait until the Auto Update box Finishes… Read More »

How to Adjust offsets for Pre-Printed Forms

  W2 Mate has the ability to adjust the offsets when printing on pre-printed forms. This tutorial shows you how adjust the offsets for printing in Pre-Printed forms.   Summary of Steps This is just a summary; please click “Download Tutorial” for detailed instructions with screenshots. Go to File→ Open Company Select the company you want to… Read More »