2017 Review of Wolters Kluwer W2/1099

W2/1099 is designed to work with other Wolters Kluwer applications including the Client Accounting Suite and the Payroll application. The product is available only to professional accountants, and easily processes and files both W-2s and 1099s electronically. The user interface is designed to mimic the actual form being processed, so data entry is straightforward, though data entry is minimal as the majority of the details needed to process both W-2s and 1099s are imported from other Wolters Kluwer applications.

W2/1099 supports multiple system users as well as an unlimited number of clients, payers, and recipients, making this a good fit for accounting firms handling large volumes of form processing for clients.

W2/1099 handles electronic filing of quarterly federal forms such as 940, 941, and 944, and prepares both W-2 and W-3 forms that can be distributed to recipients. The product also handles both paper filing and electronic filing with SSA. 1098s, 1099s, and 5498’s are also filed electronically, with users able to prepare paper forms as needed or save the forms as a PDF file for distribution or for printing in-house by clients. Users can print forms on plain paper or use pre-printed forms if desired.

W2/1099 offers seamless integration with other Wolters Kluwer products including the Client Accounting Suite, as well as the standard payroll application offered by Wolters Kluwer. Data can also be imported directly into the product from ATX or TaxWise. The product also integrates with Paperless Plus, which allows users to easily store and manage documents electronically. Data can also be imported into W2/1099 from third party applications such as QuickBooks and Sage 50. All products are updated annually, and the included rollover feature allows users to create current year forms using data already saved in the system.  

W2/1099 offers excellent help functionality within the application, with form instructions available for all forms that are processed. There are also a variety of product tutorials available to new users, and other Wolters Kluwer tools such as the ATX/TaxWise Solution Center offers a variety of help and support functions including a Knowledge Library, as well as additional product tutorials. User guides are also available that can be accessed online or downloaded and printed as desired. Product updates can also be downloaded directly from the website as well. U.S. based product support is available during regular business hours, with extended support hours offered during tax season.  

Summary & Pricing

Designed for the accounting professional, W2/1099 is an add-on application designed to work with other Wolters Kluwer products including Client Accounting Suite, ATX and TaxWise. Well-suited for the smaller accounting firm, W2/1099 is an excellent option for the smaller firm that does not process high volumes of W-2s or 1099s. W2/1099 is currently priced at $239.00, with users able to e-file an unlimited number of payroll returns at an additional cost of $1.50 per return.

2017 Overall Rating 4.5 Stars