If a customer wants to do a combined W2 or 1099 of ALL clients at once, this can be done by performing the following.

* UTILITIES \ COMBINE W2/1099 ELECTRONIC FILES

* PROGRAM WILL DEFAULT TO THE "COMBINE W2 ELECTRONIC FILES" TAB. 1099 PROCESS HAS TO BE RUN SEPARATELY.

* SELECT CLIENTS ON LEFT SIDE OR CLICK "SELECT ALL" ON RIGHT SIDE

* CLICK "CREATE A "COMBINED" W2 ELECTRONIC FILE FROM THE ONES SELECTED AND CLICK "CLOSE"

* THEN GO TO "W2 AND 1099" MENU DROP DOWN AND CHOOSE "ELECTRONIC W2/1099 LIST AND COPY"

* CLICK "USED COMBINED FILE" ON RIGHT HAND SIDE

* CLICK "COPY W2 FILE TO OTHER DRIVE / FOLDER" OR "COPY 1099 FILE TO OTHER DRIVE /FOLDER" DEPENDING ON WHICH ONE YOU'RE DOING

* CLICK "OK" AND SAVE FILE IN A LOCATION OF YOUR CHOOSING. PROGRAM WILL GIVE IT A NAME OF THE CLIENT YOU HAVE ACTIVATED SO I RECOMMEND NAMING IT SOMETHING LIKE (*YEAR* *W2 OR 1099* *COMBINED") SO IF YEAR 2015 AND DOING W2, NAME IT 2015W2COMBINED OR SOMETHING MORE MEANINGFUL TO YOU.

* CLICK "CLOSE"

* REPEAT SAME PROCESS FOR 1099 AND BE SURE TO CHOOSE THE "COMBINE 1099 ELECTRONIC FILES" TAB

NOW YOU ARE READY TO UPLOAD THE FILE TO THE IRS

PLEASE CALL US IF YOU HAVE ANY QUESTIONS