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ezW2 Software: How to Roll Forward Previous Data

  


ezW2 software can print tax forms W2, W3, 1099-NEC and 1096.

ezW2 comes with the database BACKUP and RESTORE function. User can copy previous year's data to the latest application easily. Here is the step by step guide about how to copy Year 2023 data to 2024 folder.

(If you are a CPA or you have many accounts, please refer to this article to transfer data manually
https://www.halfpricesoft.com/w2-software/howto-transfer-w2-1099-data-cpa.asp)

Note: Do not forget step 3 to switch your current database file after you transfer data!

Here are the steps:

Option 1: For Small Business Employer




Step 1. Start ezW2 2023 and back up data

Start ezW2 2023, click the top menu "Company Management-> Backup current company". You can rename and save the database file to a folder or a flash disk that you can access easily. For example: you can rename the database file to "ABC Company 2024".

w2 1099 data backup
click the image to enlarge


Step 2. Install ezW2 2024 and restore data

2.1 ezW2 free download link
https://www.halfpricesoft.com/w2-software-free-download.asp

2.2 Start ezW2 2024, click the top menu "Company Management-> Restore company". Then select the "Restore Company" to copy the data to current data folder.

  



Step 3: Switch current database

Start ezW2 2024, select this new database file as your current database file by clicking the top menu "Company Management->Select Company".


Step 4. You can edit your data there and print your new forms.

edit w2 form

Option 2: For CPA

If you have multiple companies accounts, you can refer to this article to transfer data manually



W2 software

ezW2 software: SSA Approved. Trusted By Thousands for Two Decades.

  • Print and eFile Form W2, W3, 1099-NEC & 1096 in House.
  • Unlimited Company Accounts! Unlimited Forms!
  • Compatible with Windows 11, 10, 8.1, 8, 7, Vista, XP and other Windows computers.

    • Try it free today. No obligation. No credit card required.

            

    Related Links

  • How can I roll forward my previous ezW2 data to the new version?

  • W2 and 1099 forms filing deadline

  • How to use ezW2 with QuickBooks, PeachTree, ezPaycheck, ezAccounting and other software

    • W2 W3

  • How to fill out and print Form W2

  • How to print Form W2 W3 on White Paper

  • How to print multiple copies on the same page for employee

  • How to fill in W-2 data on red forms

  • How to convert W2's into PDF format files

  • How to eFile W2 & W3 Forms

  • How to print Form W3

    • 1099-nec, 1096 (For ezW2 latest version)

  • How to fill out and print Form 1099-nec

  • How to eFile 1099-nec forms

  • How to print 1099-nec forms on red forms

  • How to convert 1099-nec forms into PDF file

  • How to print Form 1096

    • W2C, W3c

    - Learn more about W2C and W3C

    More Forms

    - Learn more about 1099s software (1099A, 1099B, 1099C, 1099CAP, 1099DIV, 1099G, 1099H, 1099INT, 1099LTC, 1099MISC, 1099-nec, 1099OID, 1099PATR, 1099Q, 1099R, 1099S, 1099SA)

    - Learn more about 1098s software (1098, 1098C, 1098E, 1098 T) software

    - Learn more about 5498s(5498, 5498ESA, 5498SA) software

    - Learn more about W2G, 1097BTC, 8935, 3921, 3922 software

    - Learn more about how to file ACA Form 1095 & 1094 to federal and states