Tax Year OpenRDA 4.0 W2, 1095 and 1099 Print Service Guide 

W2, 1095 and 1099 documentation are available to help you get your data ready for Print Service. To access the instructions, you will need to login to Freskdesk. 


Once you have your payroll and/or accounts payable data ready for printing, follow these easy steps for W2/1099 Print Service: 

  1. Check your compilation date in the Payroll and Vendor Payment modules. Click System Administration on the bottom resource bar of OpenRDA, then click Version Control, click Program Update Status, select the Application Status Tab. Verify that the COMPILE DATE for both Payroll and Vendor Payments is To Be Determined. If RDA is printing your 1095s - W2’s and 1095’s must both be ready for printing at the same time. 
  2. Confirm your SSA acct is setup correctly (if you or RDA will be electronically filing your W2’s): Sign in at “Employers” box, click Log in here. After signing in with Login.gov, Id.me, or Social Security Username, follow instructions. 
    1. Go to the W2 Processing Menu: HR > Payroll W2 Processing 
    2. Record your SSA password and expiration date: Select the Print/File tab. Click Electronic File, select your Employer ID, on the bottom row, enter your SSA User ID, Password and Save. While logged into SSA BSO, confirm you have the option to “Report Wages to Social Security”. 



            Load your W2 amounts: Select the Load tab. Click Load Amounts from Deduction Calendar Masters 


            Set your W2 Control Numbers: Click Set Control Numbers 


            Review your W2 Master: View Masters. Verify the data loaded, check the number of records. 


            Print, Review, and Sign Report A [totals only], Report B [totals only], and Report Box 12: Go to the Review tab. Print the Totals Only for Reports A and B. Also run the Box 12 Count Report, ranging on Box 12 Count of 5-99 [you may not have any results for this report, and that is ok]. Review the totals, sign the reports if they are correct. 



            Create your Electronic File - you will do this step, even if RDA is electronically filing for you: Select the Print/File tab. Click on Electronic File, select your Employer ID and verify the populated information. Once the fields are complete, click the long EFW2 Electronic File button on the bottom of this screen. Another window will come up, fill in the appropriate contact information in the middle section only of this screen. Click select. The next screen gives you the option of saving to a disk, this is not necessary. Your W2 e-file is saved automatically to your e-documents in RDA software. 


            If RDA is printing your 1095’s, follow step 9 -- otherwise, got to step 10 


            Create the 1095 Print File - It is imperative that you choose the same sort order on this process that was used when setting Control Numbers for W2s, which was either by control number or by last name. Go to Other > 1095 Setup > 1095 C Report & Form. Populate the Range Screen as necessary. Make sure that you select SKIP INSTRUCTIONS. Run Report. 


            If RDA is printing your 1099’s, follow steps 11-15 -- otherwise, go to Step 15 


            If RDA is printing your 1099’s, go to the 1099s menu: Procurement > 1099s 


            Load 1099 Amounts: Click the Load Tab, then Load 1099 Amounts 


            Review your 1099 Masters: View 1099 Masters 


            Print Review and Sign 1099 Amounts Reports: 1099 Amounts Report. Review the report and sign if it is correct. Legal and Medical columns will produce 1099 MISC. Non-employee compensation will produce 1099 NEC. 


            Send signed reports: Once the reports have been reviewed for accuracy and signed, scan and email reports to printservice@rdasys.com. Include Report A or B Totals, Box 12 (if any) and 1099 Amounts Report [if RDA is printing your 1099s]. 


  1. Send an email to printservice@rdasys.com for W2s/1095s: 


  • If RDA is not printing 1095’s on your behalf, Send an email to printservice@rdasys.com with Subject Line “W2s Ready for Printing”. 
  • If RDA is printing 1095’s on your behalf, Send an email to printservice@rdasys.com with Subject Line “W2s and 1095s Ready for Printing”. [Please note that if RDA is printing your 1095’s both W2 & 1095 Data must be ready for printing together.] 


            Send an email to printservice@rdasys.com for 1099s [if applicable]: Send an email to printservice@rdasys.com with Subject Line “1099s Ready for Printing”. 


Please note: we will attempt to ship all forms (W2s, 1095s and 1099s) at the same time to save you on shipping costs. 1095s and W2s must be shipped together. If W2s and 1099s will not be ready in close proximity to each other and you prefer they be shipped separately, please let us know. Thank you!