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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 TradeLog?

TradeLog equips you with vital tools that extend far beyond simple tax report generation. You have the ability to effectively manage wash sales, apply specialized tax regulations, and even shift to a trader tax status if desired. For more than twenty years, countless traders and tax professionals have depended on TradeLog's comprehensive reporting services. Should you wish to delegate the intricate tax details, our turnkey service options through Trader Tax Solutions by TradeLog enable you to focus on your trading endeavors while we manage all tax-related matters. Although broker 1099-B reports comply with IRS guidelines, individual taxpayers face unique reporting requirements. TradeLog utilizes your actual trading history to create IRS-compliant reports essential for active traders and investors during tax time. By reconciling these reports with your 1099-B, you can make any necessary corrections to ensure accurate reporting. This all-encompassing strategy not only simplifies the tax filing process but also offers you peace of mind as you navigate the complexities of your trading journey. Thus, with TradeLog, you can confidently tackle tax season without the usual stress.

Media

Media

Integrations Supported

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

Integrations Supported

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$89 per year
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Real Business Solutions

Company Location

United States

Company Website

www.realtaxtools.com/W2-Mate.html

Company Facts

Organization Name

Cogenta Computing

Company Location

United States

Company Website

www.tradelogsoftware.com

Categories and Features

Corporate Tax

Compliance Management
Data Import / Export
Data Verification
Electronic Filing
Exception Notification
For Nonprofits
For Partnerships
K-1 Reporting
Payroll & Employer Forms
Status Tracking
Tax Planning

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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