Payroll Tools

W-2 and 1099 Worksheets

Helpful Tips

When using fillable forms, fully complete all applicable fields, and save as a PDF to your computer with your name or business name included in the document title.
Submit completed documents by clicking “Upload A File” in the upper right corner of this screen and click the “1099/W-2, Payroll” box (or click the blue upload link above). Click Attach Files or drag and drop your files into the center of the screen.
To Print and fill out forms by hand, click “All worksheets – Printable.” Drop the fully completed forms off at any one of our three office locations or scan and submit using the instructions above.
Please do not email the data unsecured to us.
If you have more than five forms to be prepared, please use the1099/W-2 Excel Workbook (linked above).
Per IRS guidelines, businesses that file 10 or more information returns must e-file.
Not sure if a worker is an employee (W2) or a contractor (1099)? Click here for help with that determination!