W2 Mate

W2 Mate is a W2/1099 software solution designed to assist businesses and tax professionals in accurately and efficiently preparing, printing, and filing various tax forms. According to the vendor, W2 Mate is suitable for businesses of all sizes, including small enterprises and large corporations. It is utilized by accounting firms, tax preparation services, colleges and universities, human resources departments, and financial institutions. The software aims to simplify the tax form management process for professionals in these industries.

Key Features

1098-T Printing Software: W2 Mate supports printing on 1098-T laser forms and blank paper. It allows users to print 1098-T Copy B for students on regular white paper, which the vendor claims can save time and money. Additionally, it enables the printing of 1098-T Copy C for filers on regular white paper and Laser Copy A of form 1098-T for the Internal Revenue Service Center. The software also supports printing Laser 1096 forms, which are the Annual Summary and Transmittal of U.S. Information Returns.

1098-T Electronic Filing: W2 Mate provides the functionality to electronically file 1098-T forms. According to the vendor, users can conveniently e-file 1098-T forms through IRS FIRE. However, it is important to note that this feature requires Option #4.

Support for Various Tax Forms: W2 Mate offers comprehensive support for various tax forms, including 1098-T, 1098, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099 (A, B, C, PATR), and 1099 OID forms. The software automatically calculates totals for 1096 and W3 forms, and it allows users to export IRS 1098-T forms and W2/1099 forms to MS Excel. Additionally, it supports the import of W2/1099/1098/1098T data from QuickBooks and other accounting software. However, it is important to note that importing data from CSV files requires Option #3, while Option #5 is required for 1098-T forms.

Unlimited Recipients/Payers: W2 Mate does not impose any limits on the number of recipients or payers, providing flexibility for businesses with varying volumes of tax forms.

Compliance and Security: The vendor states that W2 Mate is designed to meet the regulations set by the Internal Revenue Service (IRS) and Social Security Administration (SSA), ensuring compliance with tax requirements. The software also offers password protection and data validation features to enhance security.

Network Compatibility: W2 Mate can be installed on local workstations or networked servers, making it suitable for use by colleges, universities, and tax firms managing multiple clients' 1098-T compliance needs.

Additional Features: W2 Mate includes additional features to streamline the tax form management process. According to the vendor, users can export 1098-T data to an Excel worksheet and import data for 1098-T and other tax forms from CSV files. Additionally, the software provides complimentary technical support based in the United States to assist users with any inquiries or issues they may encounter.