W2 MATE® 2025
Year-End W-2 and 1099 Filing Software, Starting at Just $89!
W2 Mate® W2/1099 Software is one of the most complete and reliable W2 and 1099 filing applications on the market, trusted by thousands of businesses, tax professionals, nonprofits, banks, and government agencies for over two decades.
Prepare, Import, File and Print W2 Forms and 1099 Forms.
* Optional Feature-Additional Fee
W2 Mate is flexible; you can install and use it in several ways: on your own computer (like a PC or laptop), on your company's network or server, or within a private, secure online space (known as a "private cloud"). It can also be run using special remote tools like Citrix / Terminal Server, hosted entirely online by a professional company (an "online service" like Rightworks), or utilized as a virtual desktop service like Amazon WorkSpaces or Azure Virtual Desktop. If you install W2 Mate anywhere other than a single, local computer, you'll need the networking add-on.
DOWNLOAD A FREE DEMO NOW AND TEST DRIVE W2 MATE1099 W2 Forms Printing and E-Filing Software Capabilities
Support for the following 1099 and W2 Forms:
- W2 Forms: Wage and Tax Statement. 2025 W2 for Reporting in 2026.
- 1099 NEC Forms: Nonemployee Compensation.
- 1099 MISC Forms: Miscellaneous Income.
- W3 Forms: Transmittal of Wage and Tax Statements.
- Form 1096: Annual Summary and Transmittal of U.S. Info Returns.
- 1099-INT* Forms: Interest Income
- 1099-DIV* Forms: Dividends and Distributions
- 1099-R* Forms: Distributions From Pensions, Annuities, Retirement.
- 1099-A* Forms: Acquisition or Abandonment of Secured Property.
- 1099-B* Forms: Proceeds from Broker and Barter Transactions.
- 1099-C* Forms: Cancellation of Debt.
- 1099-PATR* Forms: Taxable Distributions from Cooperatives.
- 1099-OID* Forms: Original Issue Discount.
- 1099-S* Forms: Proceeds From Real Estate Transactions.
- 1099-K* Forms: Merchant Card and Third Party Network Payments.
- 1098* Forms: Mortgage Interest Statement.
- 1098-T* Forms: Tuition Statement.
* These forms require W2 Mate Option #5 (Additional 1099 Forms)
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).
Unlimited number of companies and unlimited number of employees and recipients
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-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R) a filer is a Payer. Unlike other 1099 and W2 software applications, W2 Mate 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 2025 1099/W2 software is designed for simplicity—you can begin entering and printing data just minutes after downloading. Many of our customers’ testimonials highlight how much time they saved by using or switching to our software. All data required to complete W-2, 1099, W3, and 1096 forms can be stored for future use or modification. The 1099/W2 software also automatically calculates totals on the 1096 and W3 summary transmittal forms. All data needed to fill W-2, 1099, W3 and 1096 forms can be saved for later use and modification.
Generates electronic employee copies of W2 Form and electronic recipient statements of 1099 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 NEC / 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 this W-2 Preparation Software 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 (PDF file) generated by W2 Mate contains all required information and complies with applicable revenue procedures relating to substitute statements to employees / recipients.
Detailed Printing Capabilities
W2 Mate provides robust printing flexibility for both government-required official forms and recipient copies.
Official IRS/SSA Laser Forms (Pre-printed Stock)
- Prints ON Copy A of form W2 and W3 (SSA Transmittal).
- Prints ON Copy A of form 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K and other forms supported by W2 Mate.
- Prints ON form 1096 (Annual Summary and Transmittal).
- Supports printing 4-Up W2 Forms.
* Requires W2 Mate Option #5 for additional 1099 forms.
Recipient and State Copies (Blank Paper)
- Prints ALL required W2 copies (B, C, D, 1, 2) onto plain blank paper with black ink.
- Prints ALL required 1099-NEC/1099-MISC/1099-INT/1099-DIV copies (B, 1, 2) onto plain blank paper with black ink. Recipient and state copies of other 1099 and 1098 forms supported by W2 Mate can also be printed on plain white paper.
- Generates Printing Labels (Avery format) for easy mailing.
If you are an employer with 50 or more full-time employees or self-insured employer looking to process Affordable Care Act Forms 1094-C and 1095-C, please take a look at our 1095 Software, which is specially designed for ACA compliance and reporting.
Easily enter, process and print large amounts of 2025 W2 and 1099 records
W2 Mate is a serious 1099 / W2 software. It can handle large amounts of records and comes 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 using our 1099 / W 2 Preparation Software.
Imports data for 1099 and W2 forms from CSV files*
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. This feature makes it easy to handle Excel to W2 and Excel to 1099 conversions seamlessly. You can generate a CSV file from a number of database formats such as MS Access, MS SQL, MS Excel, Oracle, and more. Our customers have used the import feature to process forms from many popular accounting and payroll systems such as MAS 90, MAS 200, Peoplesoft, Sage DacEasy, Microsoft Dynamics (Great Plains), and Peachtree by Sage.
* Requires in addition to the purchase of W2 Mate, the purchase of W2 Mate Option #3)Imports data directly from QuickBooks Desktop*
The QuickBooks import wizard that comes 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 / 1099-NEC forms. A detailed step-by-step wizard guides the user through the import process to guarantee a smooth and fast operation.
* Requires in addition to the purchase of W2 Mate, the purchase of W2 Mate Option #3)Imports 1099 data from Microsoft Dynamics - Great Plains*
W2 Mate (W2 and 1099 Software) comes with a powerful import wizard that can import 1099 data from Microsoft Dynamics GP, SL or Great Plains. The user can map Dynamics data to go into any "1099 Form / 1099 Box" supported by W2 Mate. Although Microsoft Dynamics (Great Plains) only supports 1099-MISC, 1099-INT and 1099-DIV, our 1099 reporting software gives Dynamics users the ability to process 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1098-T, 1098, 1099-A, 1099-B, 1099-C, 1099-PATR and 1099-OID.
* Requires in addition to the purchase of W2 Mate, the purchase of W2 Mate Option #3)Imports 1099 data from Sage Peachtree and Sage DacEasy*
Our 1099 tax software also comes with a dedicated 1099 import wizard for importing data from Sage Peachtree and Sage DacEasy. The user can map the data into the different 1099 form types supported by our software.
* Requires in addition to the purchase of W2 Mate, the purchase of W2 Mate Option #3)Imports SSA EFW2 Electronic Filing Format (formerly MMREF-1) Transmittals*
The W2 Federal Magnetic Media format is also referred to as MMREF or EFW2 Fixed-Width ASCII File (512 bytes). W2 Mate supports importing data from files that comply with the W2 Electronic Filing specifications for year 2005 and above.
This means W2 Mate will import the file you generate from your accounting software even if the file contains current year's data, but uses an older format. For example, you might use your software to generate a file that contains W2 data for tax year 2025, and uses the W2 Electronic Filing format for 2006; W2 Mate will auto-detect this and import the data properly.
Scenarios for Using This Import Feature:
- Your accounting or payroll software generates an EFW2 file, but does not support printing W2 Forms on regular white paper.
- You have accounting or payroll software that generates the EFW2 file with current year's data, but with an older format (e.g., EFW2 file for 2025 data, but uses the EFW2 specification from 2023) — some accounting software vendors charge high fees for annual updates.
- You have an EFW2 file from a previous year and you would like to import employee information from that file and then manually update the figures being reported for your employees inside W2 Mate.
- Your tax software generates an EFW2 file, but does not include state information.
- Your software generates an EFW2 file, but does not support generating PDF files which you can email to your employees.
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. For example to export 2025 W2 Forms select "Export Data" and then "W2 Forms" inside our 2025 W2 Software.
Electronic Filing (E-Filing)* through SSA Business Services Online, IRS FIRE and IRIS CSV Export
Our 1099 W2 software includes the ability to generate electronic filing submissions of Annual Wage Reports (W2 Forms) and Information Returns (1099-NEC, 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. If you are using the new IRIS portal, then W2 Mate has an option to export the data in the IRIS CSV format. And if you already have software that creates the e-file submission in the IRS FIRE format, then W2 Mate can import this file (in the case of MISC and NEC) and convert to the IRIS CSV format.
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 or the new IRIS (Information Returns Intake System) portal to submit the file to the Internal Revenue Service.
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).
You must first obtain a Transmitter Control Code (TCC) to e-file information returns (like 1099 forms) with the IRS, regardless of whether you use the older FIRE System (Filing Information Returns Electronically) or the modernized IRIS System (Information Returns Intake System). It is crucial to note that the TCCs issued for the FIRE System and the TCCs issued for the IRIS System are separate and not interchangeable. To get the appropriate TCC, you must submit an electronic request via the Information Returns (IR) Application for TCC portal. The application process requires all new users to first verify their identity through the third-party provider ID.me, after which they can complete the online application, ensuring all business and contact details are accurate; since processing times can vary, it is essential that you prepare ahead of time and submit your application well in advance of the filing deadlines to ensure your TCC is assigned and ready for use.
📄 State W-2 Electronic Filing (State W2 E-File)
W-2 electronic filing (W2 E-File) is supported for the following states/jurisdictions: Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Utah, Vermont, Virginia, West Virginia, Wisconsin.
📄 State 1099-NEC / 1099-MISC E-Filing
W2 Mate also creates the 1099-NEC (and in some cases 1099-MISC) e-file submission for these states that accept the IRS FIRE format with state-specific modifications. Please note that while some states participate in the Combined Federal/State Filing Program (CF/SF), they may still require a direct upload to their state taxing authority. States Supported for 1099-NEC E-Filing: Arizona, Arkansas, California, Connecticut, Delaware, District of Columbia, Georgia, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Nebraska, North Carolina, Oklahoma, Oregon, South Carolina, Utah, Vermont, Virginia, West Virginia, Wisconsin. W2 Mate also creates the 1099-NEC CSV file for Pennsylvania.
If you do not see your state in the W2 / 1099-NEC lists above, please send an email to support@realtaxtools.com or call 1-800-507-1992 and we will be more than glad to accommodate your needs whenever possible.
Runs over a network*
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 2025 W2 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.
* Requires in addition to the purchase of W2 Mate, the purchase of W2 Mate Option #2You own your data, Backup / Restore, Printing labels, Data rollover, and Security
You own the software and you own the data: W2 Mate is not a hosted or online solution. You keep full control of your data by storing it locally on your own system or network.
Backup and Restore: Back up your database to multiple media types to ensure safety and enable easy restoration when needed. The process is quick and secure.
Data rollover from previous tax years (for example from W2 Mate 2024 to W2 Mate 2025): Save time by carrying forward employee and recipient data from the previous year and updating only the monetary amounts.
Controlled access through encrypted username and password ensuring data integrity and safety.
Generates printing labels for employees and 1099 recipients: Allows creation of printable mailing labels for 2025 W2 and 1099 forms for distribution to employees and recipients.
Have a question about what W2 Mate can do for your business, accounting firm, nonprofit organization, or public sector organization? Contact us today to learn how W2 Mate can simplify your year-end reporting tasks.
Software Screenshots: A Visual Walkthrough
Main Application Window
From this window the user can access the main functionality of our 1099 / W2 Reporting Software. This includes the following screens (windows): Company, Employees, 1099 Recipients, W2 Forms, W3 Form, 1099 Forms and 1096 Form. The user can also access other functionality such as Importing W2 1099 Data, Exporting 1099 & W2 Forms, E-File W2, E-File 1099 & so on.
Company / Employer Setup
From this window the user can specify the Company / Filer information such as Employer Name, Employer Identification Number, Employer State ID, Kind of Payer (941, 943, 944), 1096 information and so on. Please note that in the case of 1099 Forms the filer is the payer and in the case of W2 Forms the filer is the employer.
Employees Window
All the employees managed by the company are shown in this window. The user can add a new employee or modify /delete an existing one. The employee information includes name, address, social security number and control number. Our 1099 Forms & W2 Forms Software makes managing employees easy and straightforward.
W-2 Forms (Prepare, Fill Out & Print Out W2 Forms)
This is the screen used to prepare W2 Forms.
(1) Select an employee.
(2) Fill in the different boxes on the W2 Form, such as wages, federal income tax withheld and so on.
(3) Click the save button to save the W2 information.
(4) Click the print button to print the different W2 Copies for this employee.
(5) If you want to create a PDF file and send it to the employee instead of a paper copy you can do that by clicking "Create PDF W2's".
W2 Forms Printing Dialog
This dialog controls the different W2 Forms Printing Options. This includes:
(1) Which Employee to print the W2s for (current, all, range, or manual selection).
(2) What type of W2 copy to print (Copy A for Social Security, Copy B for Employee’s Federal Tax Return and so on).
(3) If printing on a pre-printed red-ink laser form, you can specify the vertical and horizontal offset to align the W-2 data perfectly.
Create Paperless W2 Statements (Employee W2's in Adobe PDF Format)
This dialog allows the user to create W-2 statements in electronic format instead of paper copies. The user can then send these statements to the employee by email or make them available online for download. Our software creates electronic W2 statements in PDF format with password protection for security purposes. Employers can save a lot of time and money when using electronic W2 statements.
1099 Recipients Window
All the 1099 Recipients managed by the company are shown in this window. You can add, modify, or delete existing recipients. The recipient information includes name, address, types of 1099 forms received (1099-NEC, 1099-MISC, etc.), account number and the E-Filing State (for combined federal / state filing).
1099 Forms (Prepare, Fill Out & Print 1099 Forms)
This is the screen used to prepare 1099 Forms.
(1) Select a 1099 recipient.
(2) Fill in the different boxes on the 1099 Form (e.g., Rents, Royalties for 1099-MISC).
(3) Click the save button to save the 1099 information.
(4) Click the print button to print the different 1099 Copies.
(5) You can also click "Create PDF 1099's" to generate an electronic copy to send to the contractor or recipient.
1099 Forms Printing Dialog
This dialog controls the different 1099 Forms Printing Options. This includes:
(1) Which 1099 Recipients to print the forms for (current, all, range, or manual selection).
(2) What type of 1099 copy to print (Copy A for IRS, Copy B for Recipient, and so on).
(3) Alignment controls for printing on pre-printed red-ink 1099 laser forms.
(4) This applies to 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, and 1099-R forms.
Create Paperless 1099 MISC / NEC Statements (Recipient 1099s in Adobe PDF Format)
This dialog allows the user to create 1099 statements in electronic PDF format instead of paper copies. The 1099 W2 Reporting Software creates electronic 1099 statements with password protection for security purposes. Filers save time and money by using electronic 1099 statements.
Efile W2 Forms (Electronic Filing W2's to the Social Security)
This screen shows the information needed to create a file that complies with the SSA EFW2 specifications. Simply fill in the details, specify the output file name, and click OK. The software creates the file which you then upload to the SSA Business Services Online website.
Efile 1099 Forms (Electronic Filing 1099's to the Internal Revenue Service)
This screenshot shows the information needed to create a file that complies with IRS Pub. 1220 specifications. You upload the resulting file to the IRS FIRE website. Electronic filing saves time, money, and gives you an extra month to prepare your 1099s for the IRS.
Generating W-3 Transmittals (Print W3 Forms)
Our software automatically calculates the W3 transmittal summary based on the W2 forms already filled in. The user can print the W-3 form that needs to be sent to the SSA and can also print a copy for records. Anyone filing Forms W-2 must file Form W-3 to transmit Copy A. Our software can print form W3 on pre-printed red-ink laser forms and on regular white paper (optional feature).
Generating 1096 Transmittals (Print 1096 Forms)
Our software automatically calculates the 1096 transmittal summary based on the 1099 forms (1099-NEC, 1099-MISC, etc.) already filled in. The user can print the 1096 form that needs to be sent to the IRS. Use this form to transmit paper Forms 1099 to the IRS. This form is not needed when filing electronically.
Ready to order W2 Mate? You can easily place your order through the secure purchase page linked below. Once your order is confirmed, you will receive immediate access to download the software so you can start preparing your year-end W-2 and 1099 filings quickly and efficiently. If you have any questions during the ordering process, feel free to contact us for assistance.
Frequently Asked Questions (FAQ)
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 8, 8.1, 10, 11
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 W-2 and 1099 forms to employees and recipients electronically (for example, by email)?
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 our 2025 W 2 preparation software 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.
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 in addition to the purchase of W2 Mate, the purchase of 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).
Can I file my 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV or 1099-R returns electronically?
W2 Mate supports exporting data to IRIS-compatible CSV files for submission through the IRS Information Returns Intake System (IRIS), in addition to continuing support for FIRE-based submissions. Most states rely on the legacy FIRE system for state filings, and W2 Mate maintains full FIRE compatibility. Data can be imported from FIRE CSV/text formats, Excel CSV, QuickBooks, and other common sources, then converted to IRIS CSV for IRIS submission when needed. A valid IRIS TCC or FIRE TCC is required to access the respective portals. IRIS submissions are uploaded through the IRIS portal, while FIRE-based filings use the FIRE workflow. W2 Mate does not file on behalf of the user; files must be uploaded by the user to the appropriate IRS or state portal. For IRS requirements, long submissions can be split into multiple IRIS CSV files to comply with per-file limits. Optional feature add-ons (IRIS/FIRE file creation and data imports from additional sources) carry additional costs.
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 in addition to the purchase of W2 Mate, the purchase of 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 you offer free w2 software (w2 software for free)?
We get this question asked almost about all of our products including 1099 software and payroll software. Our answer is this: You can download a free w2 software demo from this website with no obligations whatsoever. You can use the w2 software free EVAL to enter actual employees and w2 tax information; you can also test how other w2 software features such as import/export and W-2 printing work. The printed forms will have the "DEMO" word as a watermark. When you feel that the software fully meets your W2 reporting needs and requirements you can place your order to replace the free W2 software with the full version (you will be able to review the W2 software order before actually submitting it). Our software is also available for free download from a number of free software websites such as freedownloadscenter.com , bestfreesoftware.com and others; to easily locate our product simple search for free w2 software or W2 Mate Software Free. If you would like to download a free demo from our website, please go to the w2 software download page.
What about W2 software reviews for this product?
This w2 software received great w2 software reviews from a number of different sources in the industry. These W- 2 software reviews are typically based on set of features needed by w2 reporting companies and small businesses. Here is a short list of the W2 software review criteria (star rating for W2 compliance system): W2 printing and filing review, W2 export and import capabilities review, support for electronic W2 forms, ease of use and general functionality, W2 electronic filing (EFW2) review, technical support and help material, multi-EIN management, W2 batch printing and scalability. If you would like to submit your own W2 software review, please send us an email at info@realtaxtools.com .
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.
Does W2 Mate support State W-2 Electronic Filing? ?
W2 Mate generates the W-2 Electronic Filing submission for most states. New states are getting added all the time. Currently the following states are supported: Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Utah, Vermont, Virginia, West Virginia and Wisconsin.. To see if your state is supported or not, you can check the state dropdown menu in the W-2 Electronic Filing setup window inside W2 Mate.