How do I export the W-2/1099 forms data to a file that can be opened with Excel?

Data in the W-2/1099 Forms Filer Module can be exported into a file format that can be opened in Excel through Utilities>Export Database to Text File.

  • From the Main Menu, select Module>W-2/1099 Forms Menu.
  • Next select the Payer and click OK.
  • Highlight Form and select the Form Type.
  • On the Form Entry screen, select Utilities>Export Database to Text File>Export Tab Delimited File for Excel.
  • Follow the prompts to create the file.  Make sure to note the location and the file name that you chose so that you can locate the file.


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