Employee/Recipient Email Address Information

Last modified by Derek K on 2024/02/07 22:29

To indicate you have employees or recipients that wish to receive an eW-2/e1099 only and not receive a paper copy, here are some things to note.

  • To indicate that you do have employees/recipients that are going to receive an electronic W-2/1099 only, you must select this option in the "Company Setup", here is a screen shot of the W-2 and 1099 options.

    Note: This option automatically defaults to “No”, it must be manually changed if “Yes”.

     

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  • If your payroll software allows you to enter in your employee/recipient email address, when that information gets passed to us, we will automatically check the "Yes" option and grey out the box.

Learn how to set employees and/or recipients to just receive online copies.

  • Once you have completed the "Company Setup", you will then enter into the Preparer.*

    Here you will have to make sure an email address is entered and the "Electronic Only" column has the appropriate check boxes checked.
    • To enter in an email address manually, you simply select the email address box in the appropriate row of the employee/recipient and enter it in.

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  • The eW-2/e1099 option is only available when choosing the complete option. The complete option includes the following services:
    • ​​​​​​​​​​​​​​Printing and mailing of employee/recipient copies
    • ​​​​​​​​​​​​​​​​​​​​​eW-2/e1099 copies
    • ​​​​​​​​​​​​​​​​​​​​​eFiling of state copies
    • ​​​​​​​​​​​​​​​​​​​​​eFiling of federal copies
    • ​​​​​​​​​​​​​​​​​​​​​​​​​​​​eFiling of supported localities

Note: If you are not sure if your payroll software allows you to enter in employee/recipient email addresses, please contact their support department for more information. 


Related Pages:

eW-2/e1095/e1099 Process

Learn more about eW-2's, e1095's, and e1099's.

eW-2/e1095/e1099 Troubleshooting

Learn more about troubleshooting the eW-2's, e1095's, and e1099's process.

Less Secure Apps in Gmail and Yahoo

Learn about granting access within Gmail and Yahoo to send emails.

Sending eW-2/e1095/e1099 Email

Learn how to send out eW-2/e1095/e1099 emails.

Mail Merge

Learn about sending out eW-2's, e1095's, and e1099's with mail merge.