| Price | Starting at $30 |
|---|---|
| Rating | 4.3/5 based on 2697 reviews on G2 |
| Business Function | |
| Industry | |
| Compatibility | QuickBooks Desktop, Sage 50 |
| Developer | Real Business Solutions |
Real Business Solutions’ W2 Mate offers tax preparers the ability to create and print W-2 forms for both manual and e-filing purposes. It also offers a diverse repository of other forms, including W-3, 1099-INT, 1099-MSC, 1099-DIV, 1099-R, and 1096. Moreover, tax preparers can fetch year-end reports for accurate filing. You can send PDF copies of W-2 and 1099 directly to clients and password-protect them to ensure data security.
W2 Mate lets you add an unlimited number of employees and recipients. You can view all payee information and the selection list in an intuitive interface that also groups payees by form type.
As desktop software, W2 Mate allows access for multiple users, provided they are in the same office. Users can print forms on either plain paper or pre-printed forms.
W2 Mate integrates directly with QuickBooks to import relevant data for tax filing and reporting. You can also import data from .csv files and export to Excel.
W2 Mate charges zero form fees by generating unlimited 1099 e-filing submissions using the IRS FIRE system. You also don't have to pay any data transmission fees.
W2 Mate offers a wide range of forms, including W-2, 1099-MISC, 1099-R, 1096, 1099-S, 1099-A, 1099-B, 1099-C, 1098, 1098-T, 1099-PATR, 1099-OID, and 1099-INT.
W2 Mate offers advanced printing features for both blank and pre-printed paper. Bulk print all W-2, recipient, and state copies and generate printing labels.
W2 Mate enables e-filing submission by generating the e-file according to the IRS regulations, which you can submit online through SSA Business Services Online.
W2 Mate enables tax preparers to manage information returns for multiple clients. This feature is especially useful for firms handling multiple year-end forms.
Ace Cloud Hosting offers 24/7/365 human support for quick troubleshooting and resolution. You can connect with our experts even on holidays and weekends through phone, chat, or email for a quick response.
Ace Cloud Hosting deploys a multi-level security infrastructure with features such as multi-factor authentication, 24/7 monitoring, patch management, 256-bit data encryption, and role-based access controls.
Ace Cloud Hosting offers an SLA-guaranteed 99.99% uptime. Our fault-tolerant systems and BCDR plan ensure 24/7 availability of W2 Mate and other applications, even during natural disasters and accidents.
Ace Cloud Hosting offers a 45-day rolling backup included in the pricing plan. The data backup is taken automatically on a daily basis to ensure protection against ransomware attacks and accidental deletion.
Ace Cloud Hosting’s high-performance computing servers ensure a real-time working experience, even on personal devices, such as tablets and smartphones. Add as many users as you want without worrying about lag.
Ace Cloud Hosting is an Intuit hosting partner that ensures industry-best service standards. You can also purchase genuine QuickBooks licenses at industry-best prices to integrate with your W2 Mate software.
QuickBooks and W2 Mate integration enables easy data import and export. Use the QuickBooks import wizard in the W-2 tool to retrieve data for filing.
Open W2 Mate and select Import Data → From QuickBooks
Click Next → Connect to QuickBooks in Import Wizard
Authorize W2 Mate to access the company information in QuickBooks
Review the QuickBooks items and the W2 Box data and click Finish
