To prepare for Tax Reporting, please review the following information. This summarizes steps clients will need to take if they are printing, e-filing, or having RDA e-file for them. 


Program Updates 

All clients must have updated programs before processing W2s, 1095s or 1099s. It is highly likely new programs will be released early January. Keep an eye on your email and/or the home screen when logging into RDA for program update information and update! Let us know if you need support to do so. 



Print Service 

Clients who have RDA Print Service (RDA prints your W2s, 1095s or 1099s), here is the 2024 Tax Year W2, 1095, and 1099 Print Service Guide instructions. Please read through them, so you are aware of the steps that need to be taken. We will begin accepting "ready to print" requests once program updates are released and you have your data ready.  Please have your data ready for printing by Monday, January 13th. 


E-Filing W-2s 

Clients who e-file W-2s, including those that have RDA e-file their W-2s, here are the Steps to Electronically File W-2s (prep, checklist, and steps and a video).  You will need to confirm you are able to go to “Employers” box, click login, which takes you to Login.gov, then the SSA BSO site here https://www.ssa.gov/bso/bsowelcome.htm. Ensure (A) you can get log in (B) you have a password and (C) you have the option to Report Wages to Social Security and (D) update RDA software accordingly. If you need to request new services, such as (C) for a new account, that takes 2 weeks. Please verify this process now. Accessible credentials are the basis of filing success. 


1099s 

RDA continues to encourage all clients to electronically file 1099s. Here are the Steps to Electronically File 1099s. 

If you have preprinted 1099 forms, you will likely be able to use them, since the menu option to print preprinted 1099s remains in the software. However, RDA is not responsible for alignment issues at this time. 


FAQ’s: 

How do you print the front and back of the tax forms? 

  •  RDA software can print the front and back of all tax forms. Printing the back is optional with a flag you can turn on or off in the print menu. 


Where are these tax reporting documents located? 


How do I request tax reporting training? 

  • If you need W2, 1095 or 1099 training - please contact us for a proposal and scheduling options at 1-800-338-4984. 


As always, let us know if you have any questions. 


We appreciate having the opportunity to partner with you and serve your organization!