How ezW2 Software Works with ezPaycheck Payroll Software
ezW2 can import ezPaycheck data with a few clicks
Note: If you are a CPAs 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.
Step 1: Add a new ezW2 account(optional)
If you are a CPA, you can add a new account for each client
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 ABC". 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 start ezW2 software, click top menu "Import From EzPaycheck".
3.2. Select ezPaycheck accounts and import W2 forms or 1099 forms.
If you do not know the ezPaycheck database file name and path, you can check this article
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.
How to fill in and print W2 forms
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. Step 4b. Review form, edit 1099 forms if needed and print
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.
How to fill in and print 1099 forms
Note: How can I know which ezPaycheck account have my data?
You can start ezPaycheck and view the current account database file name from the top menu.
Who should use ezW2 with ezPaycheck payroll software
If you need more options for tax form return(such as pdf printing, efile features and 1099 printing so on), you can use ezW2 software with ezPaycheck.
ezW2 can print ALL W-2 forms (copy A, B, C, D, 1 and 2) and W-3 forms on plain paper. The black and white substitute forms of W-2 Copy A and W-3 are SSA-approved (Vendor ID: 1335).
ezW2 can print W2 recipeint copies in 4-up formats. It can also print 2 red forms on the same sheet.
ezW2 can print 1099 misc forms Copy 1, 2, B and C on white paper. IRS does not certify the substitute forms right now. You need to use the red-ink forms for 1099 MISC copy A and 1096.
ezW2 also supports PDF and efile features.
W2 and 1099 Forms Filing Deadline
How to fill out and print Form W2
How to print Form W2 W3 on White Paper
How to Print Multiple Copies on the same page for employee
How to Print W-2 Data on Red Forms
How to convert W2's into PDF format files
How to eFile W2 W3 Forms
How to fill out and print Form 1099-misc
How to eFile 1099-misc Forms
How to Print 1099-misc Forms on Red Forms
How to Convert 1099-misc Forms into PDF file