Employee/Recipient Email Address Information

Version 1.1 by christie w on 2023/01/29 23:47

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”.

2018-12-07_15-34-02.png

2018-12-07_16-15-13.png

 



      • 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.

2018-12-07_16-19-17.png


    • 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.