2024 W2/1099 Forms Filer

The W-2/1099 Forms Filer software is the core product/base program and must be purchased in order to use any of the add-on modules. It is a complete database system that generates many of the different 1099s, W-2s, and related forms. The W-2/1099 Forms Filer has an easy-to-use, menu-driven format that simplifies the selection of payers and forms.

• Supports W-2, W-3 and many 1099 forms. Click here for complete list.
• Supports up to 99,999 employees/recipients per payer.
• Easily enter data onto entry screens that reflect the actual form.
• Electronic filing options are available using E-file Services.

Data Entry

• Quickly and easily enter and store data for clients a number of ways each designed to save time and reduce the amount work needed to be prepared to print and electronically file W-2 and 1099 forms.
• A Common Payee File allows the user to select a Payee across payers/1099 forms without having to type in the same information multiple times.
• The Browse command allows the user to enter data using a spreadsheet format.
• Payer information only needs to be entered once.
• A description of the current field displays at the top of the form.
• Data can be imported from a variety of sources including; Excel, form print files and ordinary text files.
• The Default command allows the user to “define” default values for a form, such as State Code and ID.
• Selected fields can be calculated.
• Entry fields are selected using Tab, Enter, arrow keys, as well as clicking on field with the mouse.
• Data is automatically saved in the 1099 software when a new record or form is accessed, ensuring edited data is stored immediately and reducing the chances of losing data.

Printing

• Forms can be printed on pre-printed forms.
• Forms can be software generated (purchase of Software Generated Forms required).
• Easy form alignment.

Reports

• Prints Table and Worksheet Reports along with Client Letters, Recipient Lists, and Mailing Labels.
• The Table Report generates hash totals of SSNs and TINs for checking data entry accuracy.
• Create encrypted PDF files to email reports to your clients straight from the 1099 and W-2 software.
• Reports/Forms can be batch printed for multiple payers to save time and effort.

Additional Features

• Creates an SSN verification file to verify employee’s Social Security Number with the SSA.
• Optionally Save Reports to PDF that can be encrypted.
• Payer backup and restore available.

Module Interaction

• E-Filer will electronically file your year-end W-2 and 1099 forms to the IRS/SSA.
• Software Generated Forms most forms* on blank paper including Copy A of the W-2 and W-3 forms. However, IRS regulations still require Copy A of many of the 1099s be printed on the red pre-printed forms.
• Advanced Micro Solutions Payroll software will export the data to the W-2/1099 Forms Filer with just a few simple clicks.