Are you a CPA or accountant currently offering (or wanting to offer) 1099 filing services to your clients? Try W2 Mate’s 1099 software for accountants and file unlimited 1099s on paper and electronically.
With Thousands of Users and Counting , W2 Mate® W2 / 1099 Software is one of the most complete and trusted accountant 1099 filing applications on the market.
The core W2 Mate® product costs $89 only and offers the features needed by the majority of paper filers.
Dive into W2 Mate® Capabilities
Provides support for producing and filing the following 1099 tax return variations: 1099-NEC, W-2, 1098, 1098-T, 1099-A, 1099-B, 1099-C, 1099-DIV, 1099-INT, 1099-K, 1099-MISC, 1099-OID, 1099-PATR, 1099-R and 1099-S.
Recipient 1099 forms can be printed either on plain paper or on pre-printed forms. Plain paper printing saves time and money.
Federal forms (that get mailed to the IRS) can be printed and aligned on pre-formatted stock.
Supports multi-state employees or recipients.
Ideal for tax professionals who manage 1099 compliance and after-the-fact payroll for multiple business filers.
Unlimited federal and state W2 1099 electronic filing via the Internal Revenue Service (IRS FIRE), Social Security Administration (SSA EFW2 BSO) and state DOR websites.
Exports W2 and 1099 tax forms to Microsoft Excel format ready-to-open in different types of worksheet software applications.
W2 Mate is designed to be installed on local computers, networked servers or hosted online by ASPs (third-party application service providers).
Input screens mirror the actual IRS 1099 and W2 forms. A simple, intuitive user experience.
No per form fees! Supports an unlimited number of filers, companies, recipients and employees.
Includes compliance capabilities at the federal and state level.
Batch printing for multiple 1099 recipients and W-2 Employees.
Built-in guides and filing tutorials.
Rollover utility makes moving data from the prior year a breeze.
Unlimited US-based technical support service by phone, email, chat or online Q&A portal at no extra charge.
Constant updates & new features delivered through built-in auto-update engine or installed manually on-demand
Buy, Download and License in Minutes.
Ideal for for CPAs, agents filing any number of 1099 returns, accountants, tax practitioners, law firms and other finance professionals.
Logical, easy-to-use screens, 1099 return preview, error checking, validations and warnings.
Configurable for use with multiple users and multiple offices.
Supports data import from spreadsheets, Intuit QuickBooks, Sage Peachtree, Sage 50, Sage DacEasy, Intacct, Microsoft Dynamics and more. W2 Mate can also import from legacy 1099 solutions such as Manchester Software (Balance Consulting) and YES 1099 software (Newport Wave).
Ability to switch instantly from one 1099 filer / payer to another.
Creates secure PDF 1099 forms ready to send-digitally to recipients using any type of device including smart phones. No paper returns to mail, no stamps, no waiting in lines!
Reduces time required to complete tasks
Whether you are looking for an in-house 1099 solution to save your company money, or you are an accounting firm providing year-end compliance as a service to your clients, you will find W2 Mate to be easier to use than comparable packages and priced far less. All of the W2 Mate features were designed from the very beginning. Most other 1099 products start by programming basic filing elements and then adding on from there at a later time. When programmed in this way, the product is never truly designed to do those additional features.
W2 Mate covers the whole cycle of 1099 reporting. You can either type or import your data. Once the 1099 information is in the system you can file by paper or electronically. After the forms are out the door, you can always go back and file corrections. When the tax season is over you can back-up or export your data for data retention compliance. When a recipient calls during summer asking for a copy of their 1099 re-sent you can create her a PDF and email in minutes. W2 Mate supports filing 1099s with most states, follow your state link to learn more:
Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Georgia, Hawaii, Idaho, Indiana, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Jersey, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Utah, Vermont, Virginia, West Virginia, Wisconsin .
You can also learn how to import 1099s from different accounting software and e-file with the state by visiting this link.
W2 and 1099 e-file, is an important feature for many filers. If you have to submit 250 or more 1099’s / W-2’s at the end of the year, the federal government requires that you send the information electronically rather than sending in the paper forms. This number varies for state e-file submitting. Some states require that you transmit an e-file if you have as few as 10 employees or recipients. Sending in W-2 and 1099 information electronically is actually much easier than printing up the paper forms. Although you will still have to print the forms to send to the employees, you do not need to print them for the federal or state governments.