W2 Mate 2017 is a software for filing tax forms W2, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, W-3, 1096, 1099-S, 1098-T, 1098, 1099-K, 1099-A, 1099-B, 1099-C, 1099-PATR and 1099-OID . W2 Mate supports printing both on government pre-printed forms and on blank paper. Just enter your data, verify it, and print all your forms. W2 Mate also eliminates the need for buying W2 Forms (Copy A) and W3 by printing government-approved laser substitutes for these forms on plain white paper. Automatically calculates totals for 1096 and W3.
Meets IRS and Social Security regulations. Supports electronic W2 Filing (W2 E-File) through SSA Business Services Online and 1099 E-File through IRS FIRE (requires W2 Mate Option #4).
Exports W2 and 1099 data (employer, employee, payer and recipient information) to Excel format. Data rollover from previous tax years. Generates printing labels for employees and 1099 recipients. Imports W2 and 1099 data from QuickBooks, Sage Peachtree, Sage DacEasy, MS Dynamics, CSV format and from other accounting software like MAS 90 / 200 (requires W2 Mate Option #3). W2 Mate software saves money by allowing users to print tax forms on white paper instead of the red-ink forms and to create PDF w2s and PDF 1099s (requires W2 Mate Option #6), which eliminates mailing tax forms altogether. This W2 1099 software can be used by small businesses, accounting firms, CPAs, Bookkeepers, banks and other types of businesses. Support for bulk 1099 TIN Matching. Ability to securely batch email 1099 and W2 forms (including support for QuickBooks). Support for Social Security Number (SSN) masking on 1099 forms. Ability to file 1099 corrections. W2 electronic filing for the following states: Alabama, Arizona, Arkansas, Colorado, Connecticut, Delaware, District of Columbia, Georgia, Illinois, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nebraska, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, South Carolina, Vermont, Virginia, West Virginia and Wisconsin.
Support for the following 1099 and W2 Forms:
- W2 Forms: Wage and Tax Statement. 2017 W2 for Reporting in 2018.
- 1099 MISC Forms: Miscellaneous Income.
- W3 Forms: Transmittal of Wage and Tax Statements.
- 1096 Forms: Annual Summary and Transmittal of U.S. Information Returns.
- 1099-INT* Forms: Interest Income
- 1099-DIV* Forms: Dividends and Distributions
- 1099-R* Forms: Distributions From Pensions, Annuities, Retirement, etc.
- 1099-A* Forms: Acquisition or Abandonment of Secured Property.
- 1099-B* Forms: Proceeds From Broker and Barter Exchange Transactions.
- 1099-C* Forms: Cancellation of Debt.
- 1099-PATR* Forms: Taxable Distributions Received 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)
