2018 Review of Wolters Kluwer Tax & Accounting W-2/1099

From the 2018 reviews of W-2 and 1099 preparation systems.

W-2/1099 from Wolters Kluwer Tax & Accounting is well suited for smaller accounting firms that currently use other Wolters Kluwer applications.

Like all Wolters Kluwer applications, W-2/1099 is only available to accounting professionals and offers easy processing and electronic filing of both W-2’s and 1099’s. The W-2/1099 user interface is designed to mirror the actual form that is being processed for quicker data entry. Users can easily create a new W-2, 1099, or 1098 form by using either the Payers Information Worksheet or the Employer Information worksheet.

W-2/1099 easily supports multiple system users and can also handle an unlimited number of payers and recipients, making the product a good fit for small firms that handle a large number of W-2 and 1099 processing for their clients.

W-2/1099 processes and electronically files quarterly federal forms such as 940, 941, and 944. The product also prepares W-2 and W-3 forms to be distributed to client employees. W-2/1099 handles paper filing and electronic filing with the Social Security Administration. 1098s, 1099s, and 5498’s can also be filed electronically, or users can choose to prepare paper forms for mailing if desired. Firms can also create a PDF of all processed forms and forward the PDF to clients for client in-house printing and distribution. W-2/1099 can print forms on plain paper or use pre-printed forms as desired.

W-2/1099 seamlessly integrates with other Wolters Kluwer applications, which includes the comprehensive Client Accounting Suite, with users able to import data from other Wolters Kluwer products such as ATX or TaxWise as well as the Payroll application. Data can also be imported from QuickBooks and Sage 50 if necessary. W-2/1099 also integrates with PaperlessPLUS, which allows users to easily store all documents electronically. The W-2/1099 product is updated annually, and all data rolls overs from the previous year, so users only need to enter data once.

W-2/1099 offers solid help functionality, with form instructions available for any form processed. Wolters Kluwer also offers a variety of training webinars and new user orientation, as well as access to the Education Libraries that offer a variety of resources that can be easily accessed online.   Quick Start training is also available, with users able to easily register for seminars and workshops online. Wolters Kluwer offers U.S. based product support during regular business hours, with extended support hours offered during tax season.

W-2/1099 from Wolters Kluwer is designed specifically for accounting professionals. Designed to work with other Wolters Kluwer applications such as Client Accounting Suite, CCH Payroll, ATX, and TaxWise, W-2/1099 is an excellent option for the smaller firm that processes year-end compliance forms for numerous clients.

W-2/1099 is currently priced at $239.00. The product also allows users to file an unlimited number of payroll returns for $1.50 per TIN. For more comprehensive payroll compliance reporting, Wolters Kluwer also offers the Payroll Compliance Reporting option for $409.00, which contains federal, state, and municipal payroll withholding and registration forms along with W-2 and 1099 processing capability.

2018 Rating: 4.5 Stars