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What is W2 Mate?

W2 Mate 2025 is an all-encompassing software solution designed for the preparation, import, filing, and printing of year-end tax documents, particularly W2s and 1099s. Over the last two decades, it has earned a strong reputation among businesses, tax professionals, nonprofits, financial institutions, and government entities for its reliability and rich array of features. The platform is capable of handling a variety of forms, including but not limited to W2, W3, 1096, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K, 1098, and 1098-T, alongside other information returns. Tailored to meet the needs of accountants, bookkeepers, and filing service providers who manage multiple clients, it allows for an unlimited number of companies, employees, payers, and recipients. In addition to its adaptability, W2 Mate can print on pre-printed W2 and 1099 forms, generate necessary copies for recipients and states on blank paper, create printing labels, and provide secure PDF statements for W2 and 1099 forms. It also streamlines the tax filing process by automating total calculations for W3 and 1096 summary transmittal forms, making tax preparation more efficient. Ultimately, W2 Mate stands out as an essential tool for anyone responsible for handling year-end tax documentation with precision and ease. Its comprehensive capabilities significantly reduce the administrative burden, enabling users to focus on more strategic financial tasks.

What is Account Ability?

The document includes a range of forms such as 1095, 1098, 1099, 3921, 3922, and W-2G, along with W-2C. Additionally, the Electronic Reporting Software ensures compliance with IRS ACA regulations, providing features like electronic reporting and bulk TIN matching for various forms, including those within the 1095 to 5498 range, ensuring comprehensive coverage for all reporting needs. This allows users to efficiently manage their tax documentation, streamlining the reporting process for both individuals and businesses alike.

Media

Media

Integrations Supported

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

Integrations Supported

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$499.95/Year
Network Ready Server License Includes 500 users, Bulk TIN matching, Electronic Filing and free technical support for the entire family of information returns (1098, 1099, 3921, 3922, 5498, W2G) and annual wage reports (W2, W2C).
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Real Business Solutions

Company Location

United States

Company Website

www.realtaxtools.com/W2-Mate.html

Company Facts

Organization Name

IDMS Account Ability

Date Founded

1984

Company Location

United States

Company Website

www.idmsinc.com

Categories and Features

Corporate Tax

Not specified

Categories and Features

Accounting

Accounts Payable
CPA Firms
Government
Nonprofits
Payroll Management
Tax Management

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