Add W-2/1099 Agent Information to a Payer

Adding W-2 Agent Information

  1. Click on the Payer List button.
  2. Click on the W-2/1099 Agent Info button.
  3. Check the Check if W-2 Agent checkbox.
  4. Enter all applicable information.
  5. Click Save.
  6. Click OK.

W-2 Agent Information

Agent codes in the Employer RE Record are used only if one of the situations below applies:

  • IRS Form 2678 Procedure Agent (Agent Indicator Code "1")
    • An employer who wants to use an agent prepares an IRS Form 2678 (Employer Appointment of Agent) and submits the form to an agent.
    • The agent submits the IRS Form(s) 2678 to IRS with a written request for authority to act as an agent for an employer(s) and the IRS gives written approval.
  • Common Paymaster (Agent Indicator Code "2")
    • A corporation that pays an employee who works for two or more related corporations during the same year or who works for two different parts of the parent corporation (with different Employer Identification Numbers (EIN)) during the same year.
    • No approval or forms are required to become a common paymaster.
  • 3504 Agent (Agent Indicator Code “3”)
    • A State or local government agency authorized to serve as a section 3504 agent for disabled individuals and other welfare recipients who employ home-care service providers to assist them in their homes (“service recipients”).

Adding 1099 Agent Information

  1. Click on the Payer List button.
  2. Click on the W-2/1099 Agent Info button.
  3. Check the Check if 1099 Transfer Agent checkbox.
  4. Enter the applicable information.
  5. Click Save.
  6. Click OK.
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