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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

The National Tax Office offers a comprehensive platform for tax preparation and business management, aimed at assisting tax preparers in launching, overseeing, and expanding their tax preparation enterprises through a unified digital interface. This all-inclusive environment encompasses essential tax preparation tools, educational materials, support services, and integrated financial solutions necessary for running a tax office effectively. Accessible via both web and desktop formats, it allows professionals to prepare and electronically submit federal and state tax returns for both individuals and businesses, all while providing access to both current and previous years’ forms in one convenient location. The platform supports unlimited electronic filings and empowers tax professionals to operate from any location, ensuring they maintain oversight and control over their business activities. Additionally, it features various workflow options, including a guided step-by-step interview process or direct input through forms, catering to different user preferences and enhancing the efficiency of the tax preparation process. This versatility makes it an invaluable tool for tax professionals aiming to streamline their operations and improve client service.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

Integrations

Amazon WorkSpaces
Azure Virtual Desktop
Citrix DaaS

Pricing Details

$199 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

National Tax Office

Country

United States

Website

www.nationaltaxoffice.com

Vendor Details

Company Name

Real Business Solutions

Country

United States

Website

www.realtaxtools.com/W2-Mate.html

Product 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

Tax Practice Management

Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management

Product 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

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