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W-2 Pro prepares forms W‐2, W‐2C, W‐3 and W‐3C transmittals. Supports printing to blank or preprinted forms. Through the software you can generate a formatted transmittal file for delivery to the SSA BSO Site, or upload your data to our Service Bureau for printing, mailing, and electronic filing.  As always,  free customer support is available to all current and potential customers via phone, email, and online chat; no matter how complicated your question is, we’ll always find a solution.

Imports from File

Our W-2 e-file application comes standard with import maps allow importing from multiple file types and save time! Customized import maps are available to match your export layout and take just minutes to make. Accepted import file formats are:

  • xls, xlsx, tab, csv, pipe
  • QuickBooks *2011 and Prior Enterprise Versions Only*
  • SSA Publication EFW2 Format
  • Manual entry

W-2 Tax Form Management & Browsing

Simple navigation between filers and tax form type. Once a filer and tax form type is selected, you can use the W-2 printing software to browse your recipients by TIN/SSN, name, or account number. Standard searches and custom searches are readily available for any criteria! Some search examples are:

  • Form status - pending, printed, filed, corrected
  • Errors & warnings
  • Form contains amount greater than $XX (i.e Box 1 greater than $600.00)

Viewing Your W-2 Tax Forms

Our tax form layout matches the SSA's for easy viewing! Users are able to enter or modify form data directly and save their changes with our W-2 software. SSA instructions and form help are available directly on the form. W-2 Pro also provides additional fields for:

  • Optional text for printing
  • Recipient email addresses
  • Import sources
  • Form categories

W-2 Printing and Mailing

Utilize our W-2 reporting services to save time and money by printing to blank paper, pre-printed forms, pressure seal/ACL, or continuous forms. SSN Masking is also available for extra security! Don't want to print & mail forms yourself? Let the 1099 Pro Service Bureau handle the burden for you! Standard included print templates include:

  • Instructions
  • State, employer, employee
  • Combined layouts (i.e Copies B/C/2/2 - four to a page)

W-2 Electronic Filing & Paper W-2 Filing

Our W-2 eFile software has the ability to file via paper or to create your own SSA approved electronic files, replacement files, corrections files, or test files. You can also have the 1099 Pro Service Bureau submit on your behalf if you are not familiar with the process or do not have a submitter PIN! SSA approved file formats include:

  • Paper filing via W-3
  • Paper filing of state subset forms
  • Electronic SSA filing
  • Electronic state direct filing *NEW*

W-2 e-File Viewer

W-2 Pro's eFile Viewer allows you to intelligently view electronic files as well as to translate them into import ready files for W-2 Professional! eFile Viewer also supports drag & drop funcionality. Different viewing categories include:

  • View by record type (i.e RA, RW, RO, RS, RT, RU, RF)
  • View by field location
  • View by field name
  • View as text file

W-2 Corrections

Corrections are supported for printed and electronic formats. You simply enter the correction into W-2 Pro and it automatically creates the correct type of correction for you. As always, the 1099 Pro Service Bureau is more than capable of filing corrections on your behalf!

Security and Audit Trails

 

Customizable security allows for individualized or group security measures in this W-2 Pro. Audit trails track all changes made to a form along with the user, date, and time. The 1099 Pro Service Bureau has the highest-level security audit, the audit. Types of customized security profiles include:

 

  • Individual user logins
  • Software access restrictions (i.e, view only, print only, total access)




 

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