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Manuals

Note: This file is also part of the demo download.

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More FAQ's: General Tax Info

What is a 1096 form?

This the summary form you send to the IRS with paper Copy A forms. Tax-Mate automatically calculates your totals and prints this form, along with a black copy for your files.

What is a W3?

This the summary form you send to the SSA with paper Copy A forms. Tax-Mate automatically calculates your totals and prints this form, along with a black copy for your files.

What is a TCC number?

The “transmitter control number” is essentially an ID that the IRS issues so you can login to its transmittal site. To obtain one, you must first complete (and submit) Form 4419.

Frequently Asked Questions

Purchasing and installing Tax-Mate 1099

Do I have to purchase new software each year? Can I simply upgrade from last year’s version? We update Tax-Mate each year — the forms, instructions, and transmittal formats — as dictated by the IRS and SSA. So, you must upgrade to get the latest information. Our upgrades typically cost about 60–70 percent of the full version.

Once I order, how long does it take to get my registration number? You receive your registration number immediately after we approve your credit card.

Can more than one person use Tax-Mate? Yes, you can install Tax-Mate on a network server or on a shared folder on a local machine.

Using Tax-Mate 1099

Where does Tax-Mate store my data? C:\Program Files\Tax-Mate\<TaxYear>

Can I back up my data? Yes! Tax-Mate has both backup and restore functions, which you can access from the startup page. The backup tool copies your database to the Backup folder. The Recover button overwrites existing data with your backup data.

Can I import data? Yes, if you can get it into Excel. Tax-Mate’s help section features an entire chapter that explains how to import data.

Which data formats does Tax-Mate support? Tax-Mate supports comma-deliminated (CSV) or tab-separated data, in a variety of formats: SYLK, DBF, DIF, Lotus, Basic, Merge, HTML, and FRM (Tax-Mate).

How do I import Quicken data? You’ll need to export your data from a Quicken report and then import it into Tax-Mate.

Can I change the data once I’ve imported it? Yes — you can edit, add, or delete any data using Tax-Mate.

Does the data I plan to import data need be in any specific order? No, Tax-Mate will adapt to any order. However, if you would like to use the same order as Tax-Mate, click here to download import templates.

Can I print to plain paper? Yes. In fact, Tax-Mate can save you money because it prints forms on plain paper. It also produces a nice form (one or two pages with instructions) that you can fold like a letter and place in a #10 windowed envelope.

Do I have to buy your forms? Can I use other preprinted forms? Can I use the IRS’s free forms? Tax-Mate works with any vendor’s forms. We only sell forms as a convenience to you. You can also use IRS forms, but you’ll need to separate them because they come in four parts.

Which versions of Tax-Mate support electronic filing? Tax-Mate Transmittal and Advisor support electronic filing with the IRS and SSA.

Can I make corrections? Yes, all versions support corrections.