Create and print top-quality W2 and 1099 tax forms, import tax data from QuickBooks, generate PDF forms, and export the information to Excel.
- W2 Mate
- Version :2014 11.0.48
- License :Demo
- OS :Windows All
- Publisher :Real Business Solutions
W2 Mate Description
W2 Mate is a software application whose purpose is to help you create printable W2 and 1099 tax forms.
Print different forms
The tool is able to generate all sorts of printable filling tax forms, like W2, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, W-3, 1096, 1099-S, 1098-T, 1098, 1099-A, 1099-B, 1099-C, 1099-K, 1099-PATR, and 1099-OID.
Depending on the type of form that you want to create, W2 Mate comes packed with different setup parameters that you need to complete. Plus, you are allowed to define PDF-based forms.
Clean design
The utility impresses with its well-structured suite of features. A help manual is included in the package in case you do not manage to set up the dedicated parameters on your own.
The tool embeds several shortcuts in a side panel for helping you quickly set up details about the company, employees, 1099 & 1098 recipients, W2 forms, W3 forms, 1099 & 1098 forms, as well as 1096 form.
Configure your company and employees
W2 Mate lets you add information about your company, such as general details (e.g. address, city, state, ZIP code, employer identification number, social security), W3 data (e.g. payer, employer, establishment number, income tax, contact person, telephone number), and 1096 options (e.g. name of person to contact, email address).
You can also keep track of multiple employees by storing details about the social security number, control number, name, address, city, state, ZIP code, and email address. Employees can be sorted by last/first name or SSN.
Importing and exporting options
W2 Mate offers you the option to import 1099 and W2 forms from CSV files, data directly from QuickBooks, and 1099 data from Microsoft Dynamics (Great Plains), Sage Peachtree and Sage DacEasy. In addition, you can add info from files that comply with the W2 Electronic Filing specifications.
When it comes to exporting options, you may save W2 and 1099 data to Excel files and generate electronic filing submissions of Annual Wage Reports (W2 Forms) and Information Returns (1099-MISC, 1099-INT, 1099-DIV and 1099-R forms).
Extra features
You can run the application on a network so you can share W2 and 1099 information with other users, back up and restore the database, view data rollover from previous tax years, password-protect the tool, report the amount of health care coverage, print W2 forms on 4-up perforated paper, as well as generate printable labels for employees and 1099 recipients.
Final words
In conclusion, W2 Mate comes with the necessary tools for helping you create, import and export W2 and 1099 tax forms. With its clean feature lineup and advanced set of options, W2 Mate blows away many competing products. It generates professional-looking forms and is suitable for small businesses, accounting firms, CPAs or bookkeepers.