W2 Mate 2012

CNET Editors' review

No one likes tax time -- not even paid tax preparers. They view tax season the way retailers view the holiday season; something to survive in order to thrive. Yet it's even worse for employers, who must not only do their own taxes but also prepare W-2s for each and every employee. Real Business Solutions has a solution for real businesses: W2 Mate 2012. Simply put, it can import, prepare, and file W-2, W-3, 1099, 1098, and related tax forms. Better yet, it saves you money by laser-printing your own government-approved substitute forms on blank paper. It prints individual mailing labels for W-2 and 1099 recipients, too. W2 Mate imports tax data from financial tools like QuickBooks, creates PDF-based forms, supports e-filing, rolls over data, and exports data to Excel. Recent updates include support for changes in 2012 filing and compatibility with Windows 8. W2 Mate 2012 is free to try for 30 days with a watermark on output.

W2 Mate's interface is attractive as tax tools go, borrowing stylistic elements from Web browsers and MS Office for a clean, up-to-date look anchored by a Shortcuts sidebar linking to forms, company data, employees, and more. Crisply rendered forms give a high-quality look and feel, too, an impression reinforced by the copious assistance W2 Mate offers. For instance, clicking the IRS & SSA Instructions menu on the toolbar showed instructions, contacts, Web links, and more, while the Tools menu let us roll over data, update employee data, back up and restore company data, configure options, and enable optional features. We started by entering company data, though we could also import (and export) data to and from a variety of programs. We didn't have any government-supplied forms on hand, but forms printed on plain paper with our basic black-and-white laser printer looked like they'd been printed professionally.

We've seen plenty of tax and business software, and W2 Mate 2012 stands out, even among the best. It produces top-quality forms with explanations, notes, and instructions when they're needed. The comprehensive software costs only $39, a bargain compared to CPA rates.

Editors' note: This is a review of the trial version of W2 Mate 2012 9.0.35.

Publisher's Description

More Popular Tax Software downloads

All User Reviews

Results 1-10 of 34

  • 5.0 stars

    "Very easy to install and use."

    February 10, 2012  |   By bsdco1

    Version: W2 Mate 2012 8.0.46

    Pros

    Installation was a breeze.
    Adding new companies was simple.
    Adding W2 and 1099 information was quick.
    Printing was no problem.
    Forms look very professional.

    Cons

    Instead of checking the box that certain recipients were excluded from the job, I just deleted them, which was easy to do.

    Summary

    It was a less stressed January that I have had in 8 years of doing the forms. All of us here at the office is very happy with the product.

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  • 1.0 stars

    "Terrible description of product on website"

    January 29, 2012  |   By christyblackwell

    Version: W2 Mate 2012 8.0.46

    Pros

    Easy to download

    Cons

    I bought it to quickly generate my 1098 forms and quickly found out that I have to have an add on product, which I can't purchase now that I've already bought the original download. I am very unhappy and have requested a refund.

    Summary



    Updated on Feb 1, 2012

    The company PROMPTLY responded to my email and refunded my money. Nice job. Thanks!

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  • 5.0 stars

    "Love this program"

    January 25, 2012  |   By BHan60

    Version: W2 Mate 2012 8.0.46

    Pros

    I live in a very rural area and the process of getting the software as a download worked well.

    Used to create 1099 patronage forms for 2011.

    Cons

    Backup restore works for one company at a time

    Summary

    Easy to use, good results.

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  • 1.0 stars

    "misleading advertising"

    January 16, 2012  |   By JWBonanno

    Version: W2 Mate 2012 8.0.42

    Pros

    performs admirably in doing W-2s & W-3s

    Cons

    This piece of software, while has the ability to print on plain paper using a laser, cannot print 1099s (copy a and/or transmittal forms)

    No disclaimer, overt misleading the consumer that this software can perform this function.

    Summary

    if you have 1099s to, this publisher admits that the IRS prohibits any thing other than using the pre-printed red line forms. It is only after you get into their program that you find out that this is true.

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  • 5.0 stars

    "Great product and great service"

    November 10, 2011  |   By PaulDCPA1962

    Version: W2 Mate 2012 7.0.35

    Pros

    Amazingly easy. Was on Google, searched for print 1099 software, came across this page, downloaded the software and printed my first form in 10 minutes.

    Cons

    The software on download.com was not the most up to date version.

    Summary

    Used to do some old 1099s for one of my customers. I will order for this tax season too.

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  • 1.0 stars

    "Garbage Product & Even Worse Service"

    June 20, 2011  |   By lennyzack

    Version: W2 Mate 2012 7.0.30

    Pros

    At least they responded telling me to go take a hike when asking for a refund

    Cons

    Will take money 24/7 but no service or return call in a reasonable time. Confusing product description. Business ethics that make Bernie Madoff look good. Run as fast as you can from any product these people offer. You'll be glad.

    Summary

    Bought this to get a single time sensitive filing done. Turns out you've got to spend more than $40 if you actually want to print it out.

    $65 to print out one form, no thanks. So, I called the "service" line and got voicemail. No return call.

    Sent an email saying the product didn't help me and was unused (how can I use it if the forms aren't printable??) and I'd like a refund.

    Well, they did respond by email and said that I could have the $25 option free as a package deal. A little late as I ultimately found a free pdf program that would do just what was needed.

    Their response? Show us what you bought and paid for and we'll contemplate considering maybe giving you a refund.

    Really, that's how you treat customers? Did a PayPal 'not as described' and they fought that one too & I couldn't send info back in time to prove they didn't provide what was offered in a reasonable or useful fashion.

    Never had to do anything like this before in my life. Vendors usually value good relations and their reputations more than a lousy $40 they didn't earn. But these guys are different.

    If they can sleep well at night then bless them. I hope my twin boys never grow up to behave like this. Even at 8 they know how to act better. Shame on them.

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  • 1.0 stars

    "CRAPPY DO NOT BUY"

    April 16, 2011  |   By incomedocument

    Version: W2 Mate 2012 7.0.30

    Pros

    NONE WHAT SO EVER

    Cons

    at least it is free and i didnt waste 1 dollar on this product

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  • 4.0 stars

    "good product"

    January 26, 2011  |   By tinatinam109612

    Version: W2 Mate 2012 7.0.30

    Pros

    does both w2 and 1099

    Cons

    backs up company data one at a time, can't backup all companies at once

    Summary

    good product, with some tweaks can become a great product

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  • 2.0 stars

    "So so software; nickle & dime charges for every feature"

    January 22, 2011  |   By jjstephens

    Version: W2 Mate 2012 7.0.25

    Pros

    Creates the forms it says it does

    Cons

    Want to print a plain paper copy? $25 extra. Want a PDF? Another $25. Oh, you also wanted to do 1099s? $25. Have to exit and restart for each new payer. Have to restart the process for each new EE (i.e., no 'save and go to next employee' feature).

    Summary

    Big time disappointment. IMO the software (with all the options) might be worth the base price but the ticky-tack added fees for each option is just ridiculous. I'm chalking up the $39 I spent to do one client as the price of a lesson learned and moving on to finding something else.

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  • 4.0 stars

    "Good stuff"

    September 28, 2010  |   By flowershop24

    Version: W2 Mate 2012 6.0.39

    Pros

    Idiotproof

    Cons

    Would like it to be free

    Summary

    It is really very very easy to use. prints professional W2s and 1099s

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Results 1-10 of 34

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W2 Mate 2012