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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

BoomTax is a software solution authorized by the IRS for managing the e-filing of 1099, W-2, 1095-B, and 1095-C forms all from a single platform. It simplifies the filing experience by allowing users to easily drag and drop tax information from various sources such as Excel, QuickBooks, Xero, FreshBooks, Zoho, fillable PDFs, payroll systems, and HCM providers, while also automatically validating the data, identifying errors, and conducting TIN matching against IRS records prior to submission. In addition, the software includes compliance features that check recipient Tax Identification Numbers, confirm Employer Identification Numbers, address potential discrepancies, and flag problems with form data before they are submitted. Furthermore, BoomTax offers the capability to distribute recipient copies via mail or electronic delivery, managing all aspects of printing, postage, and IRS-compliant consent for 1099, W-2, and 1095 forms. Users can file their documents directly with the IRS and SSA, monitor the status of their filings in real time, and receive alerts upon acceptance of their submissions, making it a comprehensive solution for tax management. This efficiency not only saves time but also minimizes the risk of costly errors during tax season.

Description

W2 Mate 2025 serves as a comprehensive tool for the preparation, import, filing, and printing of year-end tax documents, specifically W2s and 1099s. Recognized for its reliability and extensive features, it has gained the trust of numerous businesses, tax experts, nonprofits, financial institutions, and government organizations over the past twenty years. The software accommodates a wide range of forms including W2, W3, 1096, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-R, 1099-S, 1099-K, 1098, and 1098-T, as well as various information returns. Designed to cater to accountants, bookkeepers, and filing service providers managing numerous clients, it supports an unlimited number of companies, employees, payers, and recipients. In addition to its versatility, W2 Mate can print directly on pre-printed W2 and 1099 forms, generate required copies for recipients and states on blank paper, create printing labels, and produce secure PDF statements for W2 and 1099 forms. Furthermore, it automates the calculation of totals for W3 and 1096 summary transmittal forms, streamlining the tax filing process even further. This combination of features makes W2 Mate an indispensable resource for those tasked with managing year-end tax documentation efficiently.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud Yes 
Amazon WorkSpaces No 
Azure Virtual Desktop No 
Citrix DaaS No 
FreshBooks Yes 
Insperity Yes 
Microsoft Excel Yes 
QuickBooks Online Yes 
Sage 100 Yes 
Sage Intacct Yes 
UKG Pro Yes 
Workday HCM Yes 
Xero Yes 
Zoho Books Yes 
Zoho CRM Yes 

Integrations

ADP DataCloud No 
Amazon WorkSpaces Yes 
Azure Virtual Desktop Yes 
Citrix DaaS Yes 
FreshBooks No 
Insperity No 
Microsoft Excel No 
QuickBooks Online No 
Sage 100 No 
Sage Intacct No 
UKG Pro No 
Workday HCM No 
Xero No 
Zoho Books No 
Zoho CRM No 

Pricing Details

$2.49 per form
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

BoomTax

Founded

2015

Country

United States

Website

boomtax.com

Vendor Details

Company Name

Real Business Solutions

Country

United States

Website

www.realtaxtools.com/W2-Mate.html

Product Features

Product Features

Corporate Tax

Compliance Management No 
Data Import / Export No 
Data Verification No 
Electronic Filing No 
Exception Notification No 
For Nonprofits No 
For Partnerships No 
K-1 Reporting No 
Payroll & Employer Forms No 
Status Tracking No 
Tax Planning No 

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