How ezW2 Software Works with ezPaycheck Payroll Software
ezW2 can import ezPaycheck data with a few clicks
How can I know which ezPaycheck account has my data?
You can start ezPaycheck and view the current account database file name from the top menu. The file name is behind "ezPaycheck 201X" and before "Database directoy". (Note: If you have multiple accounts, you can click the top menu "Company" then "Select Company" to change the current account.)
Step 1: Add a new ezW2 account(optional)
If you are a CPA and have many client accounts, you need to add a new account for each client inside ezW2 software. Do not mix diffrent companies' data in one account.
1.1 You can double click desktop icon to start ezW2 software
1.2 Click the top menu "Company Management", then click the sub menu "Add company" to add a new account. Please enter a simple name with letters and numbers only.
1.3 Enter a new account name "ie: Company XYZ". You do NOT need to edit the company settings because you can import these settings from ezPaycheck in step 3.
Step 2. Remove employees and their tax forms if needed. (optional)
2.1 You can click the top menu "Current Company" then "W2 Employee" to view employee
2.2 You can click the link "Delete All Employee" to remove all employees from list.
2.3 You can click the top menu "Current Company" then "1099 Contractors" to view contractor. You can delete all contractors from this screen if needed.
Step 3: Import W2 forms or 1099 forms from ezPaycheck account.
3.1 Click the top menu "Import" then "Import From ezPaycheck".
3.2. Select ezPaycheck accounts and import W2 forms or 1099 forms, then import Company Settings.
Note: Just import W2 or 1099 data once! For example: If you re-click "Import employee's W2 Data", you may see error because you try to import the duplicate employee data.
Step 4. Review forms, edit and file forms
4a. Review form, edit W2 forms if needed and print
You can click ezW2 top menu "Current company" then "W2 employees" to view employee list. You can click "Form W2" to view, edit and print Forms.
You can click ezW2 top menu "Current Company" then "Form W2" to view W2 forms. If you have any question about how to edit and print W2 form, you can view this guide below.
Step 4b. Review form, edit 1099 forms if needed and print
ezPaycheck will import 1099 contractors information into ezPaycheck. You need to enter the payment yourself. Most small business employers can report the payment to a contractor in box 7. Please refer to IRS guide for more details if you issue special payment.
You can click ezW2 top menu "Current Company" then "Form 1099" to view 1099 forms. If you have any question about how to edit and print W2 form, you can view this guide below.