W2 Mate icon

W2 Mate

3.1/5 46
Certified 100% CLEAN Demo   

Create and print top-quality W2 and 1099 tax forms, import tax data from QuickBooks, generate PDF forms, and export the information to Excel. #Print IRS form  #Edit form  #Save form  #Finance  #IRS  #Employee  

Softpedia Review

specifications

changelog

Free Download

buy now

Review by:
4.5/5

Although the majority of transactions can be performed on the web, there's still a lot of paperwork involved in daily activities. Luckily, businesses can rely on applications like W2 Mate whose purpose is to help you create printable W2 and 1099 tax 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.

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.

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.

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. 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).

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.

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.

User Comments
This enables Disqus, Inc. to process some of your data. Disqus privacy policy

W2 Mate 2017 14.0.33

add to watchlist add to download basket send us an update REPORT
  runs on:
Windows 10 32/64 bit
Windows Server 2012
Windows 2008 32/64 bit
Windows 2003
Windows 8 32/64 bit
Windows 7 32/64 bit
Windows Vista 32/64 bit
Windows XP
  file size:
14.1 MB
  filename:
2017-W2Mate-Trial.exe
  12 screenshots:
W2 Mate - The main window of W2 Mate prepare, import and print W2 and 1099 FormsW2 Mate - From the W3 Information tab you have the possibility to specify the contact person and the phone numberW2 Mate - You are able to view, manage and organize all your employees, add a new one or edit the existing oneW2 Mate - screenshot #4W2 Mate - screenshot #5W2 Mate - screenshot #6W2 Mate - screenshot #7W2 Mate - screenshot #8W2 Mate - screenshot #9W2 Mate - screenshot #10W2 Mate - screenshot #11W2 Mate - screenshot #12
  main category:
Others
  developer:
  visit homepage