W2 SOFTWARE, W2 PRINTING SOFTWARE, W2 E-FILING SOFTWARE

W2 Mate Software eliminates the need for buying Forms W2 Copy A and W3 by printing government-approved laser substitutes for these forms on plain white paper (requires W2 Mate Option #1).

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Unlimited number of companies and unlimited number of employees and recipients, unlike other 1099 and W2 software applications!

This feature is attractive to accountants and filing service providers.

In the case of W2 Forms a filer is an Employer and in the case of 1099 forms (1099-MISC, 1099-INT, 1099-DIV, 1099-R) a filer is a Payer. Our software doesn't impose any limitations on the number of employers, filers, employees or recipients. Examples of recipients include independent contractors, prize winners, borrowers, share-holders, service providers and so on.

Very easy to use, saves you precious time and money

Our 1099 / W2 software is so easy to use, you will start entering and printing data within minutes of downloading the software. In fact many of our customer's testimonials focus on the amount of time they were able to save by using or switching to our software.

All data needed to fill W-2, 1099, W3 and 1096 forms can be saved for later use and modification.

Prepares W3 and 1096 Transmittals

This 1099 W2 software automatically calculates the totals on summary transmittals 1096 and W3 forms.

Generates electronic employee copies of W2 Form and electronic recipient statements of 1099 MISC form in Adobe PDF format with password protection for security purposes.(requires W2 Mate Option #6)

W2 Mate is the ONLY software that generates secure PDF W2's (Employee Copies of W2 Form in PDF Format) and secure PDF 1099's (Recipient Copies of 1099 MISC form in PDF format). The resulting PDF files can then be electronically sent to consenting employees and/or recipients instead of paper copies. Electronic delivery of W-2's and 1099's saves you precious time and money. Large organizations are currently using electronic delivery of W2 and 1099 forms to reduce the costly and labor-intensive process of distributing these forms by mail. The PDF files generated  by W2 Mate are encrypted and require a password in order to be opened. This makes sending these files by e-mail or any other electronic means more secure. The electronic version of the Form W-2 (PDF file) or Form 1099-MISC (PDF file) generated by W2 Mate contains all required information and complies with applicable revenue procedures relating to substitute statements to employees / recipients.

Prints ON the following official IRS laser forms:
   Laser Copy A of form W2 : For Social Security Administration.
   Laser W-3 form : Transmittal of Wage and Tax Statements.
   Laser 1096 form : Annual Summary and Transmittal of U.S. Information Returns.
   Laser Copy A of form 1099-MISC : For Internal Revenue Service Center.
   Laser Copy A of form 1099-INT^* : For Internal Revenue Service Center.
   Laser Copy A of form 1099-DIV^* : For Internal Revenue Service Center.
   Laser Copy A of form 1099-R^* : For Internal Revenue Service Center.

     * These forms require W2 Mate Option #5 (Additional 1099 Forms)

Prints the following W2 (Wage and Tax Statement) copies:
   W2 Copy B: To Be Filed With Employee's FEDERAL Tax Return.
   W2 Copy C: For EMPLOYEE'S RECORDS.
   W2 Copy D: For Employer.
   W2 Copy 1: For State, City, or Local Tax Department.
   W2 Copy 2: To Be Filed With Employee's State, City, or Local Income Tax Return.

   All these copies can be printed on blank paper with black ink.

Prints the following 1099-MISC (miscellaneous) copies:
   1099 Misc Copy B: For Recipient.
   1099 Misc Copy C: For Payer.
   1099 Misc Copy 1: For State Tax Department.
   1099 Misc Copy 2: To be filed with recipient's state income tax return, when required.

   All these copies can be printed on blank paper with black ink.

Prints the following 1099-INT (Interest Income) copies:
   1099 INT Copy B: For Recipient.
   1099 INT Copy C: For Payer.

   All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

Prints the following 1099-DIV (Dividends and Distributions) copies:
   1099 DIV Copy B: For Recipient.
   1099 DIV Copy C: For Payer.

   All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

Prints the following 1099-R (Distributions From Pensions, Annuities etc.)  copies:
   1099-R Copy B: To be filed with recipient's federal tax income tax return, when required.
   1099-R Copy C: For Recipient’s Records.
   1099-R Copy D: For Payer.
   1099-R Copy 1: For State, City, or Local Tax Department.
   1099-R Copy 2: To be filed with recipient's state income tax return, when required.

   All these copies can be printed on blank paper with black ink. Support for these copies requires W2 Mate Option #5.

Easily enter, process and print large amounts of records

W2 Mate is a serious 1099 / W2 software. It can handle large amounts of records and ships with a number of batch processing tools such as batch print, batch delete of employees/ recipients and batch update of W-2 and 1099 forms. Some of our customers process thousands of tax statements inside one company file.

Imports data for 1099 and W2 forms from CSV files (requires W2 Mate Option #3)

W2 Mate comes with a powerful import feature capable of mapping a CSV file (text file delimited with a comma or a tab) into the W2 and 1099 data format that can be processed by our software. You can generate a CSV file from a number of database formats such as MS Access, MS SQL, MS Excel, Oracle and so on. Our customers have used the import feature to process forms from a number of popular accounting and payroll softwares such as MAS 90, MAS 200, Peoplesoft, Microsoft Dynamics (Great Plains), Peachtree by Sage and so on.

Imports data directly from QuickBooks (requires W2 Mate Option #3)

The QuickBooks import wizard that ships with our 1099 W-2 software is one of the most sophisticated, yet easy to use import utilities available in the industry. While the very few applications that have the capability of importing W2 and 1099 data from QuickBooks require the user to export complex reports, process them and then import them into their software, W2 Mate connects directly to QuickBooks and retrieves the required information for employees, W2 forms and 1099-MISC forms. A detailed step-by-step wizard guides the user through the import process to guarantee a smooth and fast operation.

Exports W2 and 1099 data (employer, employee, payer and  recipient information) to Excel  format

This is one of the most popular features with our customers. With the capability to export data to Excel, our 1099 W2 filing software opens the door for the user to process the tax information inside a spreadsheet program to fit his or her own needs. For example some of our customers use the QuickBooks import capability to import the 1099 data into W2 Mate, then they use the export feature to process the data inside MS Excel and then import the data back into our 1099 / W-2 software. The resulting Excel file includes all the information relating to a certain form, for example when exporting W2 forms to Excel the resulting file includes employer information, employee information and all the boxes from 1 to 20.

Electronic Filing (E-Filing) through SSA Business Services Online and IRS FIRE (requires W2 Mate Option #4)

Our 1099 W2 software includes the ability to generate electronic filing submissions of Annual Wage Reports (W2 Forms) and Information Returns (1099-MISC, 1099-INT, 1099-DIV and 1099-R forms). What the software basically does, it generates a file that is formatted based on the government regulations (SSA in the case of W2 and IRS in the case of 1099), this file includes the required tax information that you need to submit. In the case of W2 Forms, the resulting file is formatted according to the "Specifications for filing Forms W-2 Electronically EFW2" which is defined by the SSA. In the case of 1099 forms, the resulting file is formatted according to the "Specifications for Filing Forms 1098, 1099, 5498 and W-2G Electronically or Magnetically" which is defined by the IRS.

Once you use our software to generate the W-2 WAGE FILE you can use the SSA Business Services Online to submit the file to the Social Security Administration. Once you use our software to generate the 1099 INFORMATION RETURN FILE, you can use the IRS FIRE (Filing Information Returns Electronically) system to submit the file to the Internal Revenue Service.

Transmitters of 1099 forms are required to submit Form 4419, Application for Filing Information Returns Electronically/Magnetically to request authorization to file Information Returns with the Internal Revenue Service. Once approved, a five-character alpha/numeric Transmitter Control Code (TCC) will be assigned. If you already have a TCC for magnetic media filing, you need not reapply. Form 4419 should be submitted to the IRS at least 30 days before the due date of the returns for current year processing.

Submitters of W2 Forms are required to have a PIN (Personal Identification Number) from Social Security Administration. If you don't already have a PIN, you can register for one online at the SSA Business Services Online (BSO).

Try before you buy, download and test entering W2 1099 data immediately.

Take our 1099 W2 software for a spin, we are sure you will like it. The demo you download is fully functional and you don't need to re-enter or re-type anything once you decide to order the product. The demo setup is less than 5MB, which means you can download it in seconds.

Click here to download

Runs over a network (requires W2 Mate Option #2)

Using W2 Mate on a network in order to share the W2 and 1099 information is easy and straightforward. The user will first need to setup a shared data folder on a certain computer on the network (preferably a server). Any machine that needs to access the shared folder needs to have full READ, WRITE and MODIFY permissions to that folder. The W2 Mate software needs to be installed on each machine, where the W2 and 1099 forms need to be prepared. Finally the software on each machine needs to be configured to point the "Company Data Path" to the shared data folder created earlier.

You own the software and you own the data

W2 Mate is NOT a hosted or online 1099 / W2 reporting solution. You download the software to your own machine / network where you can setup your W2 / 1099 data. No one can take care of your business information and protect it as much as you will.

Backup and Restore

Back-up the whole database in seconds to different types of media to keep your data safe and to move it from one machine to another. The restore process is just as easy and powerful.

Data rollover from previous tax years (for example from W2 Mate 2008 to W2 Mate 2009)

To save time and avoid re-entering employee and recipient information, you can bring the data forward from the previous year and then simply change the money amounts.

Security

Controlled access to the software through an encrypted user name and password.

Generates printing labels for employees and 1099 recipients

Powerful data validation

Help and links to IRS and SSA instructions online

Need both the software and the forms?

W2 Kit (All you need to file your W2 forms!)

Includes the following:
30 W-2 Copy A Laser Forms.
5 W-3 summary Forms .
W2 Mate Software (Prints both 1099 and W2 Forms)

For $40 only click here to buy

1099 Kit (All you need to file your 1099-Misc forms!)

Includes the following:
30 1099-Misc Copy A Laser Forms.
5 1096 summary Forms .
W2 Mate Software (Prints both 1099 and W2 Forms)

For $40 only click here to buy

Below is a list of some common questions asked by our customers about the W2 Mate Software:

 

Once I place my order, how long does it take to get my 1099  / W2  software?

You can download the software immediately after we approve your credit card if you provide the right email address and you don’t have anything on your side that prevents you from receiving our emails such as a SPAM filter.

What are the system requirements for W2 Mate?

Operating System: Microsoft Windows 98/Me/2000/XP/2003 Server/Vista/Windows 7
Processor: Minimum Pentium running at 166 MHz
Hard disk space: 50MB of FREE space
RAM: 128MB

Does the data entered in the demo version carry over to the full version of W2 Mate?

Yes, all the information (payer, payee, employee, employer etc.) will automatically transfer over to the full version.

How do I know that your software will meet my W2 and 1099 filing needs?

As we always tell our customers, please download a free evaluation copy of the software, enter your data, print test forms and once you are sure the software will work for you, you can go ahead and order the full version.

Can I print W2 Form Copy A on plain white paper?

Yes, our software has been approved by the SSA to print W2 Form Copy A and W3 form on regular white paper. This saves our customers a lot of money and time. In order to use this feature you will need to order W2 Mate Option #1.

Can I use this software to provide my employees their W-2 Forms electronically (by email for example)? (This same answer applies to 1099 forms)

Yes, you will need to order W2 Mate Option #6 (in addition to W2 Mate software).This option allows for the creation of PDF W2's ( Employee copies of W-2 Form in Adobe PDF Format). The resulting PDF files can then be sent to consenting employees instead of paper copies (W2 Mate does not automatically send the files, it only generates them). The electronic version of the Form W-2 (PDF file) generated by W2 Mate contains all required information and complies with applicable revenue procedures relating to substitute statements to employees. W2 Mate can automatically protect the output W2 PDF file by using a password based on the employee information such as social security number.

Is there a limitation on the number of filers or employers that I can create using your 1099 software?

Our W2 Mate software allows you to create virtually an unlimited number of employees, employers, payers or recipients.

Is W2 Mate Vista compatible?

Yes, our W2-1099 software is fully Vista compatible.

Do I have to order the W2 Mate software every year?

Yes. Since government agencies change tax forms and regulations fairly often, our team works constantly to get these changes and updates added to our W2 / 1099 Software.

 Why does the software print "DEMO" on all the W2 and 1099 forms that I am trying to generate?

 This means you are using the evaluation (demo) copy of the software. Please purchase the full version, install it and the "DEMO" mark should disappear.

 Can I back up my database?

Yes, W2 Mate comes with an easy to use back-up and restore feature.

 Can I import my W2 and 1099 forms data?

Yes. W2 Mate can import data from a Text Delimited File (CSV file). Most database applications and tax software allow you to export your data to this format. You can also map the data based on your requirements. Please note that the import feature is optional and requires purchasing W2 Mate Option #3.

I need to access my data from more than one machine on the network, does your software support this capability?

Yes. Our W2 Mate (1099 and W2 software) allows you to share the company database(s) from more than one machine. This capability requires W2 Mate Option #2 .

Can your software import data from QuickBooks?

Yes, we offer a very powerful import wizard specially designed for QuickBooks. Our QuickBooks import feature is way ahead of the competition. You can judge for yourself by downloading a free demo of our 1099 software. Please note that the QuickBooks import feature is optional and requires purchasing W2 Mate Option #3.

How do I import data from Quicken?

Please export the data through a Quicken report and then import it into our software (we give you the ability to map each and every field in the W-2 and 1099 forms we support).

I would like to buy your software to create W2's and 1099s, but I do not wish to give my credit card online.

We would be happy to take your order either by phone, by fax or by mail. Our sales line number is 1-800-507-1992. If you want to order by mail, you can download the order form here: http://www.realtaxtools.com/Buy-Mail.html. Our Fax # is 1-708-590-0910.

Can I file my 1099-MISC, 1099-INT, 1099-DIV or 1099-R returns electronically?

Yes. Our 1099 software creates an IRSTAX file that complies with the IRS regulations. A single IRSTAX file can contain the information returns (1099-MISC, 1099-INT, 1099-DIV or 1099-R)  for as many recipients as you want. Simply send the file to the IRS by using the IRS FIRE System. The ability to create IRS Electronic Filing (E-File) submissions requires W2 Mate Option #4.

Can I file my W2 Forms electronically?

Yes. Our 1099 W2 software creates a W2 WAGE FILE based on the SSA regulations. Simply send the W2 WAGE FILE to the SSA by using BSO (Business Services Online). The ability to create SSA Electronic Filing (E-File) submission requires W2 Mate Option #4. Submitters of W2 Forms are required to have a PIN from the SSA. If you don't already have a PIN, you can register for one online at the SSA Business Services Online (BSO).

Do I need to apply for a new PIN for using BSO each year?

No, but the SSA  does require that you change your password each year.

I sent an electronic W2 WAGE FILE  to the SSA. Do I have to send a copy to the IRS too?

No. The W2 WAGE FILE  (E-Filing submission file) should only be sent to the SSA. The SSA will notify the IRS of the W2s you are reporting.

I have employees in multiple states. Can your W2 reporting software accommodate for that?

Yes, our software handles employee in multiple states at the W2 and W3 forms level.

 Can your software import data from PeopleSoft ?

Our customers have used the software to import from PeopleSoft, and other popular tax software such as MAS 90, Microsoft Great Plains and SAP.