PeopleSoft Public Sector Client Uses JAT for W-2 and 1099-R Distribution
This Client was looking for a self-service application to support both their employees and their retiree population. They wanted a partner who could provide a single website where both types of recipients could retrieve either form using the same Login and Password. They also wanted a vendor able to accept multiple year-end files from their PeopleSoft system and merge them together on the same website. Included in their requirements were the IRS Consent process and the ability to print and mail W-2 and 1099-R forms to the employees and retirees who did not opt in for electronic delivery.
The Client maintains a 67% participant consent rate for the 34,000 W-2s they produce annually.
They also utilize JAT’s integration with Turbo Tax so their employees can easily import their W-2 information into their tax return.
JAT Print and Mail services are able to address some of the Client’s unique requirements, including using their own postal indicia on mailing envelopes to charge the postage fees back to an internal governmental budget. In addition, JAT produces individual CD ROMs with PDF versions of the W-2s and 1099-Rs for each of their EINs for internal distribution to various operational departments.