Check out the video below for a quick walkthrough on how Wagefiing works!
What you do...
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What Wagefiling does for you...
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📝 HOW TO CREATE / EDIT AN ISSUER / FILER
Adding A New Issuer
** Please note: this only has to be done once for each Issuer/Filer **
From the Main Menu, click the
+ New Issuer / Filer
button.
A form will appear for the New Issuer Information.
Fill out the form. The telephone number is required by IRS regulation.
Once the form is completed, click the blue Save button
Now saved, the Issuer Information can be reviewed in the Show Issuer / Filer List
on the top left of the Main Menu.
The list will show the newest entry at the top.
Editing Issuer Information
** Please note: if Issuer information is filled out incorrectly (or needs to be updated),
a new Issuer will need to be added with the correct information. **
From the Main Menu click on the Show Issuer / Filer List
on the upper left side of the page.
Proceed by selecting the
Edit
button to edit any Issuer informaiton.
The Issuer information is locked ( ) once a file has been e-filed.
It is possible to click the blue
Review button to view the information,
but it cannot be changed.
Changing An Issuer In A File
*If the file has not been moved to processing, the Issuer can be replaced.
To the right of the file is a blue
Change Issuer
button that allows for the replacement of the current Issuer.
Select the drop-down arrow ( ) next to Issuer Name (Filer) and
select the Issuer needed. To make individual changes to the current Issuer you must return to the Main Menu Issuer list.
The tax year can also be changed through this process by clicking into the 'Tax Year' box and typing the year needed.
If a file has been moved to the Processing (or e-Filed / All Years) page with incorrect Issuer information, it will be necessary to write the IRS regarding
the error(s) with the Issuer information.
For more instructions check the link below:
General Instructions for Information Returns 2024 II pg. 8-9
📂 CREATING A NEW FILE
Creating A New 1099 File
From the Main Menu, select the blue
+ New File
button.
Once clicked, the Filer Setup page will open with a variety of Forms to choose from.
Please make sure to select the correct form needed to report.
Once a form has been selected, a 'New File' screen will appear.
Enter the Tax Year, Issuer Name (Filer), and the Issuer's Phone Number. After all required fields are entered, click
Save.
A file will be created for the selected form type,
located in the New Files / Unpaid
tab. Recipients can be added from the
Add / Edit Payees
button found to the far right of the new file.
Creating A New W-2 File
From the Main Menu, select the blue
+ New File
button.
Once clicked, the Filer Setup page will open with a variety of Forms to choose from.
Please make sure to select the correct form needed to report.
Once a form has been selected, a 'New File' screen will appear.
Enter the Tax Year, Issuer Name (Filer), and the Issuer's Phone Number. After all required fields are entered, click
Next Page.
Be sure to fill out all information required for the W-2 before clicking
Save.
A file will be created for the selected form type,
located in the New Files / Unpaid
tab. Recipients can be added from the
Add / Edit Payees
button found to the far right of the new file.
Entering Recipient (Payee) Data
On the New Files / Unpaid
page, recipient information can be added by clicking the
Add / Edit Payees
button found to the far right of the file's name.
Users will be re-directed to the Display Payees page where there will be two options to add
recipient data.
1.) Importing an Excel File. Or-
2.) Entering data manually by selecting the
Add Payee
button.
For Importing an Excel file, please see instructions under the
Importing? section on the Help page.
For adding a recipient form manually, click the
Add Payee
button.
After clicking the
Add Payee
button, a form page will open. This is where all required data will be entered.
Fill out all required fields, and then click
Save.
Repeat this process for any additional forms that need to be filed.
Once all recipients have been added to the file,
double check each form and the Filer information.
It is imperative that the information provided is correct to avoid the need for correction files.
After confirming all informaiton is correct, validate the file by selecting
( Validate All ).
Then proceed to Move to Cart
to pay and print recipient forms.
Please note, it is required to add an Account Number to your 1099 form(s) as it is strongly recommended by the
IRS for future corrections.
** An Account Number can be any set order of numbers with an 8 character limit. **
⇫ IMPORTING
Importing A File
In an effort to assist our customers who have numerous payees to enter, we have included an importing option with our new platform.
The process requires the use of our provided templates.
Each form type has a separate template for importing purposes. Within each of those templates, the headers correspond with the associated form type. It is important that the headers are spelled
exactly as they are reflected in each template.
Download the template(s) for the form type(s) needed:
1099 - NEC 1099 - MISC
W-2 W-2C 1099 - DIV
1099 - INT 1098 - MORT
1099 - R
1099 - S
W-2G
Once a template is downloaded, it can be edited to contain Recipients' information. This spreadsheet can be used for the 'Import Files' function and for personal record keeping.
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For instructions on how to Import a File, please see below:
- Log into your Wagefiling account and select + New File.
- Select the desired form type and Issuer (Company)
- The new file will be located in New Files/Unpaid page.
- Locate the new file created and click the Add / Edit Payees button.
- Once on the Display Payees page, click the Import files button located towards the upper left portion of the screen. The screen will display an image like the one below.
- Once this is complete, locate your template file, highlight all the data including the headers and right-click, copy.
- Right-click, paste in the white portion of the import files data field. The data from your spreadsheet should appear in the white space on the screen.
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Click the Import button.
** An error icon will appear if there is a problem with the data imported. The portion that contains the error will be highlighted. Locate that portion of the entry in the space above to make corrections. ** - After correcting all errors, click Import again.
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The data should be listed in the file at this point. However, it will say Invalid to the right of each name. Click the
Validate All button. Our system will
quickly evaluate the form for validation.
*Please note: Validation does not mean all the data is completely accurate. The User is responsible for entering the data correctly. -
Double check the information for each recipient prior to checking out. All recipient Data can be check by selecting the
Edit button to the far right of the recipient's name.
For video example, please refer below:
☑ FILING A CORRECTION
First step is determine what type of correction needs to be made
What is a Type-1 1099 Correction? |
What is a Type-2 1099 Correction? |
What is a W-2C (W-2 Correction)? |
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If a form was submitted with an
incorrect dollar amount, payee name, entered money in the wrong box,
or the form should not have been filed.
This is a Type-1 1099 Correction. This type of correction takes 1 form to correct the problem. |
If a form was submitted with an incorrect TAX ID, or if both the name and addresses were wrong. This is a Type-2 1099 Correction. One will be a correction form that will un-file the original. The second will not be a correction form, but rather what should have been reported originally. |
Form W-2C is used to make corrections on W-2s previously reported. The form is used to make any and all corrections on previously reported W-2s from current or past years. For instructions on W-2C's please refer to the link provided below: General Instructions for Forms W-2 (W-2C) & W-3 |
Please be aware that prior to the tax year 2020, the 1099-NEC form did not exist. Thus, if creating a correction file prior to 2020, the use of the 1099-MISC form is required.
Current / Past Year Type-1 Correction
If a file that was submitted within the most current year needs to be corrected, then click on the
Processing or
eFiled / All Years page and navigate
to the file that needs to be corrected.
Once the file has been located, click the
Print / Bring Forward button to the far right of the file name and click the
Corrections button.
A window will pop up with a list of the recipients within the file. Select only the recipients needed for corrections by clicking the square to the far
right of the recipients' name. After all are selected click the Create File button.
Users will then be re-directed to a new correction file where all recipients will be labeled as a correction.
To change recipient information,
click the
Edit
button to the right of the recipient's name and adjust the form as needed.
Once all corrections are made, click the
Save button.
Please be sure to always double check the recipients information and validate your file before checking out.
For Video Demonstration, Please See Below:
Current / Past Year Type-2 Correction
If a form was filed incorrectly and needs to be replaced with a different form type
(ex. a 1099-MISC was incorrectly reported when it should have been a 1099-NEC),
both a correction file and a new original file will need to be created.
If a form that was paid for previously needs to be corrected, click on the
Processing or
eFiled / All Years page and navigate
to the file that requires correcting.
Once the file has been located, click the
Print / Bring Forward button to the far right of the file name and click the
Corrections button.
A window will pop up with a list of the recipients within the file. Select only the recipients needed for corrections by clicking the square to the far
right of the recipients' name. After all are selected click the Create File button.
Users will then be re-directed to the new correction file where all recipients will be labeled as a correction.
Click the
Edit
button and update all dollar amounts to 0.00 on the form.
Save the form once all the information is adjusted.
The first form created will be used to cancel any incorrect information reported or if the form should not have been filed.
Return to the Display Payees page. If correcting a recipient's TIN (SSN/EIN/etc.),
the next step is to select the + Add Payee button to add the
data that should have been reported.
On the new form, add the correct recipient data and enter a new
account number.
Once all information is added, click Save.
Both forms will be listed on the Display Payee's page after saving.
Please be sure to always double check the recipients information and validate your file before checking out.
For Video Demonstration, Please See Below:
If a file has been moved to the Processing or e-Filed / All Years page, with incorrect Issuer information, it will be necessary to write the IRS regarding the error(s) with the Issuer information.
For full instructions on correcting incorrect Issuer information, check the link below:
General Instructions for Information Returns 2024 II pg. 8 - 9
Please be sure to always double check the recipients information and validate your file before checking out.
Any mistakes on a W-2 form can be rectified by submitting a W-2C form.
Please Note: The SSA has restriction on filing forms from previous years.
For Further Instructions On Form W2 - C, please follow the link below:
- For W-2 Form: The SSA will only accept current year forms or up to three years prior.
- For W-2c Forms: The SSA will accept W-2c forms from 4 years prior before April 15th. After April 15th, the SSA will only accept current or forms from 3 years prior.
General Instructions for Forms W-2 & W-3 II Pg. 27
📑 Bringing File(s) Forward
Bringing File(s) Forward
From the main menu, select the
eFiled / All Years
section. All files that have been previously e-Filed will be listed on this page.
Locate the file that needs to be brought forward and then click the
Print / Bring Forward button to the right of the file name.
Once on the Display Payee's page, click the Bring Forward button.
A pop up box will appear, verify this is the correct file and select bring forward.
Please be aware that each file can be brought forward only once unless selecting the Correction button.
Once the file has been brought forward, click the
Edit
button to the right of each name to enter dollar amounts for the current tax season. Double check the
information for accuracy,
then click Save to move to the next form in the file.
Repeat this process for each recipient in the file.
If there is a recipient listed from the previous year that did not get paid in the current tax year, the option to delete or void them from the list will be available.
Be sure to add any person(s) who were not reported previously, if needed.
We reccomend checking the tax year in the file before proceeding to check out. If the tax year is incorrect, select the
View / Change Issuer
button to update the tax year.
🖨 PRINTING FORMS OR SAVING TO PDF
Printing Forms or Saving as a PDF
From the Main Menu select either the
Processing or
eFiled / All Years
section to locate the file(s) needed for printing.
Remember, the recipient copy can only be printed after the file has been paid.
Click the Print / Bring Forward button to the right of the file's status.
A Display Payees screen will appear, select the Print All button to begin printing (or saving) recipient copies. Follow the prompts on the
Print Form window to complete.
The forms will be in PDF format which can be saved and emailed (with the payees' permission) or printed and mailed directly to the payees.
Please Note: It is the Account Owner's responsibility to get the forms to the payees.
📖 DEFINITIONS
