2017 Review of Real Business Solutions W2 Mate

W2 Mate supports W2, 1099-MISC, W3, and 1096 processing, with an add-on module available for those who wish to process additional 1099 forms. The product can support an unlimited number of employees and recipients, and an optional module is available that allows users to create PDFs of both W-2s and 1099s to distribute to recipients electronically. Unlimited companies are supported, making the product a good fit for accounting firms handling W2 and 1099 processing for their clients.

W2 Mate’s user interface is easily navigated, with icons offering access to system functions. Shortcuts are also available to those that need to either import or export data from other applications. Bulk TIN matching capability is also available in W2 Mate, with system users able to simply create a matching request file that can be electronically transmitted to the IRS for verification.

W2 Mate’s core product supports a limited number of forms including W-2, W3, 1099 MISC, and 1096 forms. An add-on module is available that allows users to process additional 1099 forms including 1099-INT, 1099-DIV, 1099-A, 1099-B, 1099-C, 1098 and 1098-T forms.

One of the best features is W2 Mate’s ability to distribute W-2s and 1099s electronically to recipients, and the product also supports electronic filing of all forms with the appropriate agency, but both of these features are only available with the purchase of add-on modules. Prior year information is also available in the product, so users will not have to re-enter any information. W2 Mate is designed to work on pre-printed forms, but users can purchase a module that offers the ability to print forms on blank paper.

W2 Mate is a completely modular system, with all available modules sold separately. And while the default application is suitable for the very small business owner, larger businesses and accounting firms would do well to purchase the entire suite of modules, which adds a tremendous amount of functionality across the board. W2 Mate offers easy import and export capability with Excel, and the product can import and export CSV files as well. Integration with third party applications such as QuickBooks, Sage 50, Sage DacEasy and Microsoft Dynamics is available as well.

W2 Mate offers users a variety of tools such as form guides and instructions. A W-2/1099 Software video is available on the Real Business Solutions website, and those interested in the product can download a free trial to review. Product support is included in the pricing, with telephone, email and chat support options available.

W2 Mate is an affordable W-2 and 1099 processing application, with a variety of add-on modules available. Users can opt to purchase only the core product, which is available for $39.00, though larger businesses or professional accounting firms would do well to purchase addition modules. Add-on’s available include Generate Laser Forms-$25.00, Network Installation – $125.00, Import Data from Excel, QuickBooks, and Sage 50 – $35.00, Electronic Filing – $90.00, Additional 1099 Forms $30.00, PDF Creation – $30.00 and the 1099 Emailer, which auto batches high volumes of 1099’s and W-2’s – $135.00.  

2017 Overall Rating: 4.75 Stars