Will W2 Mate Solve Our Problem? We need to Import from QuickBooks and e-File with Oklahoma.

Question

Starting in 2017 the Oklahoma Tax Commission made it mandatory that employers electronically submit W-2/W-3 and 1099 forms electronically to the state via their OK Tap website.  The W-2/W-3 and 1099s have to be submitted in a specialized ".txt" format that resembles the federal specifications with certain changes.  On the W-2 side, the OTC has "a customized RS and RV record layout".  We are not sure how to go about submitting these forms online and wondered if your W2 Mate 2016 filing software would be able to help us? We use QuickBooks to process all payroll / 1099s for all our clients.

Answer 1

Thank you for your question.

In the last few days we had many customers contact us with a similar question.

Yes you can use W2 Mate to e-File your W2s and 1099s with Oklahoma using the correct text format expected by OK Tap.

If you want to import your W2 data from QuickBooks then you need to have an active QB payroll subscription, this is not needed for 1099s.

Remember you can import from a spreadsheet or type your data manually, if you do not want to import from QuickBooks.

After you import / key-in your data, you can use W2 Mate to generate one text file per company for W2s and one for 1099s. We will provide you with the exact steps to do that. 

You will need W2 Mate + W2 Mate Option #3 for Import + W2 Mate Option #4 for Electronic Filing.

Please refer to this question for instructions on how to e-File 1099s with Oklahoma and this question on how to e-File W2s.

Real Business Solutions Support Team, Makers of W2 Mate, 1095 Mate and Payroll Mate

http://www.realtaxtools.com/

support@realtaxtools.com

708-479-8731