How do I import W-2 data from Peachtree to W2 Mate?

Question

I am attempting to import a W2 Peachtree file into W2 Mate.  I know I need to export the yearly earnings report from PT to excel but I am unsure as to the information needed for the columns when imported back to W2 Mate.

Answer 1

Please refer to the table below for the possible W2 import fields. You can also refer to the W2 Mate import help file for additional details.

 

1. Employee Social Security Number (SSN)  : This is a mandatory field. Must be formatted: xxx-xx-xxxx
2. Employee First Name : This is a mandatory field. Text field, max 20 characters long.
3. Employee Middle Name or Initial : Text field, max 2 characters long.
4. Employee Last Name : This is a mandatory field. Text field, max 20 characters long.
5. Employee Suff. : Text field, max 4 characters long.
6. Employee Address 1 : Text field, max 30 characters long.
7. Employee Address 2 : Text field, max 30 characters long.
8. Employee City : Text field, max 20 characters long.
9. Employee State Abbreviation : US State abbreviation upper case.
10. Employee Zip Code : Text field, max 11 characters long.
11. Email Address : Text field, max 100 characters long.
12. Control number : Text field, max 20 characters long.
13. Box 1 (Wages, Tips and Other Compensation) : Numeric field
14. Box 2 (Federal Income Tax Withheld)  : Numeric field 
15. Box 3 (Social Security Wages) : Numeric field 
16. Box 4 (Social Security Tax Withheld)  : Numeric field 
17. Box 5 (Medicare Wages and Tips) : Numeric field 
18. Box 6 (Medicare Tax Withheld) : Numeric field 
19. Box 7 (Social Security Tips) : Numeric field 
20. Box 8 (Allocated Tips) : Numeric field 
21. Box 9 (Advance Earned Income Credit)  : Numeric field 
22. Box 10 (Dependent Care Benefits)  : Numeric field 
23. Box 11 (Nonqualified Plans) : Numeric field 
24. Box 12a Code : Text field, max one character long.
25. Box 12a Amount : Numeric field 
26. Box 12b Code : Text field, max one character long.
27. Box 12b Amount : Numeric field 
28. Box 12c Code : Text field, max one character long.
29. Box 12c Amount : Numeric field 
30. Box 12d Code : Text field, max one character long.
31. Box 12d Amount : Numeric field 
32. Statutory employee : This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked.
33. Retirement plan : This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked.
34. Third-party sick pay : This field can either be 1 or 0. 1 means the check box is checked and 0, means it’s unchecked.
35. Other Line 1 : Text field, max 14 characters long.
36. Other Line 2 : Text field, max 14 characters long.
37. Other Line 3 : Text field, max 14 characters long.
38. State (Line 1) : US State abbreviation upper case.
39. Employer’s state ID number (Line 1) : Text field, max 15 characters long.
40. State wages, tips, etc. (Line 1) : Numeric field 
41. State income tax (Line 1) : Numeric field 
42. Local wages, tips, etc. (Line 1) : Numeric field 
43. Local income tax (Line 1) : Numeric field 
44. Locality name (Line 1) : Text field, max 6 characters long.