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Year-End Compliance Made Affordable and Easy

rbs_w2mate_10369337

800-507-1992

www.realtaxtools.com

W2 Mate, which is offered by Real Business Solutions, is a multi-employer year-end form preparation and filing system with support for forms W-2s, and most common forms 1099 and 1098, as well as transmittal forms W-3 and 1096. The program, which can be installed on workstations or networked servers, can be used either in-house by small businesses or by firms managing the compliance needs of several employer clients. It includes e-filing to the IRS and SSA, plus combined filing states. Real Business Solutions also offers the Payroll Mate system, which provides live payroll processing for multiple employers, including quarterly and annual wage and information reporting.

Employee management screens offer an easy-to-use spreadsheet overview of recipients, with quick access to underlying employee data. Employee and employer information screens include selection lists for payer type and other data fields. Upon entry of basic recipient information, the program automatically populates W-2 forms, with data-entry screens using form replicas. The program also provides right-click access to options such as auto-populating FICA wages, calculating withholdings, e-file tasks, importing and exporting data, and viewing official instructions online.

The system has a very intuitive navigation structure that houses shortcut icons on the left, giving quick access to tasks related to employers, W-2 recipients, 1099 and 1098 recipients, prepared forms, transmittal sheets and blank forms. Additional pull-down options across the top provide menus for managing companies, tools, import and export options, e-filing, IRS and SSA instructions, Help features, and links to order forms and supplies. When working on form replica screens, buttons are available for moving between recipients, as well as for printing, accessing related tasks and options, and one-click access to creating PDFs of client copies.

Specific forms supported include W-2, W-3, 1099-Div, 1099-Int, 1099-Misc, 1099-A, 1099-B, 1099-C, 1099-OID, 1099-PATR, 1099-S, 1098, 1098-T and 1096. Forms W-3 and 1096 are automatically populated with data from recipient forms for that employer. W-2 Mate can import from QuickBooks, Sage Peachtree, Sage DacEasy, Microsoft Dynamics and from CSV files, as well as from the EFW2 e-filing format. Forms can be submitted to agencies using the integrated e-filing system, and it supports printing to plain or preformatted paper stock.

Pricing for W2 starts at $39 for a print-only version. Additional options are also available, including laser generation, network functionality, e-filing, expanded 1099s, PDF functions and data import.

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