Version 4.1 by jackb on 2023/11/01 19:47

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1 ==== 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. ====
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4 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.
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7 **Note: This option automatically defaults to “No”, it must be manually changed if “Yes”.**
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12 [[image:https://www.aatrix.com/files/8215/4421/8521/2018-12-07_15-34-02.png||alt="2018-12-07_15-34-02.png" height="470" width="633"]]
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14 [[image:https://www.aatrix.com/files/2715/4422/0929/2018-12-07_16-15-13.png||alt="2018-12-07_16-15-13.png" height="472" width="633"]]
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16 // //
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18 * 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**.
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20 [[image:https://www.aatrix.com/files/4214/4294/9194/Emp-Rec_Address_Info_02_-_New.png||alt="Learn how to set employees and/or recipients to just receive online copies."]]
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23 * Once you have completed the **"Company Setup"**, you will then enter into the **Preparer**.
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25 ====== ​​​​​​​Here you will have to make sure an email address is entered and the **"Electronic Only"** column has the appropriate check boxes checked. ======
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28 ====== ​​​​​​​​​​​​​​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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31 [[image:https://www.aatrix.com/files/3515/4422/1242/2018-12-07_16-19-17.png||alt="2018-12-07_16-19-17.png" height="1037" width="1922"]]
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36 ====== ​​​​​​​The eW-2/e1099 option is **only** available when choosing the complete option. The complete option includes the following services: ======
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40 ====== ​​​​​​​​​​​​​​​​​​​​​Printing and mailing of employee/recipient copies ======
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43 ====== ​​​​​​​​​​​​​​​​​​​​​eW-2/e1099 copies ======
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46 ====== ​​​​​​​​​​​​​​​​​​​​​eFiling of state copies ======
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49 ====== ​​​​​​​​​​​​​​​​​​​​​eFiling of federal copies ======
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52 ====== ​​​​​​​​​​​​​​​​​​​​​​​​​​​​eFiling of supported localities ======
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56 **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. **
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58 ----
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60 == Related Pages: ==
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63 === [[eW-2/e1095/e1099 Process>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Process.WebHome]] ===
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65 Learn more about eW-2's, e1095's, and e1099's.
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68 === [[eW-2/e1095/e1099 Troubleshooting>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .eW-2e1095e1099 Troubleshooting.WebHome]] ===
69
70 Learn more about troubleshooting the eW-2's, e1095's, and e1099's process.
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72
73 === [[Less Secure Apps in Gmail and Yahoo>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .Less Secure Apps in Gmail and Yahoo.WebHome]] ===
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75 Learn about granting access within Gmail and Yahoo to send emails.
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78 === [[Sending eW-2/e1095/e1099 Email>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .Sending eW-2e1095e1099 Email.WebHome]] ===
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80 Learn how to send out eW-2/e1095/e1099 emails.
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82
83 === [[Mail Merge>>doc:Windows.U\.S\..Year-end, W-210951099 Questions ».eW-2e1095e1099 Information .Mail Merge.WebHome]] ===
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85 Learn about sending out eW-2's, e1095's, and e1099's with mail merge.