Come end of year, it’s time to deliver W2/1099s to employees. W2/1099 delivery involves two distinct steps:
Unfortunately, since we aren’t experts in every payroll platform we can’t help you with the generation bit, but we’re experts when it comes to release/delivery. The first decision you’ll need to make is what “release mode” are you most comfortable with:
To set your release mode, visit the My Account \ Settings area within FileGuardian.
Within FileGuardian, there’s a specific area dedicated to providing you up to the second detail on the W2/1099 status for your clients. Simply visit the FGX-Express \ W2/1099 Status screen.
The search options enable you to navigate easily through the status of W2/1099 generation and release. Three search options are available for selection:
If you’ve chosen a manual release mode, then W2s/1099s must be released to employees.The companies displayed within ‘Pending Delivery’ search mean FileGuardian has received the W2/1099s and they are ready for delivery.
To deliver W2s/1099s to employees, you need to select companies for release. You may notice that some companies listed are in yellow while others are in green. Yellow means the number of employees setup within FileGuardian is not equal to the number of W2s/1099s received from your source payroll system (this may signal an error occurred when generating end of year documents or perhaps employee W2s were generated for this client but 1099s have not). Green means the number of employees equals the number of W2s/1099s received which we call “fully generated”.
To initiate delivery, select the clients you’d wish to release. There’s a number of links like “Select All”, “Select All Full Generated” (those clients where the number of employees setup equals the number of W2s/1099s received by FileGuardian) and “Deselect All” to aid in your client selection.
Once you’ve selected the right clients, click the “Release Now” to usher the employee W2s/1099s into the delivery queue. Delivery will occur automatically at 3:00 am the next morning to employees and the released clients will now move into the “Delivery Complete” state.