Check Out These Great Features!
Updated: The 2024 Tax-Mate has been updated for the new tax season.
Forms Galore: Tax-Mate creates and prints 1099-A, B, C, CAP, DIV, G, INT, K, LTC MISC, NEC, OID, PATR, Q, R, S and SA forms, 1098-C, E and T, W-2, 5498, 5498-SA, 1095-B and C, plus the 1096, and W3 forms for submitting to the IRS via electronic and printed means.
IRIS Files (NEW) - Included in the 2024 program, for both Windows and Mac, is the ability to create IRIS compatible submission for the the new IRS transmittal.
Service Portal (NEW) - New to Tax-Mate is ability to upload your data to our secure Service Portal, then choose to have your forms Printed and Mailed, and/or Submitted to the IRS. This is a pay per items service, that is a great option for clients that want a hand off option.
Plain Paper Printing: Use your laser printer, or ink jet printer, with our plain paper or pre-printed forms. You can even print custom, single-page mailer forms that fit standard envelopes.
Data Importing: Import data from almost any source, including Excel and other standard applications. Tax-Mate handles data in a variety of formats.
Unlimited Entries: Add as many payers and recipients as you need.
Pre-Printed Forms: Tax-Mate not only supports printing to Pre-Printed forms, but we offer a one-stop shop for purchasing your forms.
$7.99 Shipping and Handling: On forms and Envelopes.
Data Checking: Tax-Mate ensures that your data is accurate and conforms to IRS and SSA standards. Confirm your filing numbers via an easy-to-use report; our 1096 and W3 forms populate with self-totaling list columns for easy verification.
Search and Reporting: Tax-Mate features a robust set of tools for searching and reporting.
Data Rollover: Print forms for current and prior tax years; transfer all your 1099 data from prior years into the current software version.
Time Saving Features: Use Tax-Mate’s self-addressing mailer and transmittal wizard to get information to the IRS — easily and accurately.
Macintosh® and Windows® versions available: Tax-Mate is the most complete 1099 and W2 Mac Software available for the OSX platform. But, were also committed to Windows and of course we run on the latest Windows OS, including Windows 10.
Free Tech Support: We’re committed to providing the best customer service of any 1099 software business out there. That’s why we offer free tech support for all Tax-Mate 1099 customers.
| Print Plus | Transmittal | Advisor | ||
|---|---|---|---|---|
| General Features | ||||
| Unlimited payers and recipients | check | check | check | check |
| Data checking | check | check | check | check |
| Find and sort | check | check | check | check |
| Help and IRS instructions | check | check | check | check |
| Rollover of last year’s data | check | check | check | check |
| Data import / export | check | check | check | check |
| Forms Supported | ||||
| 1099 - (DIV, INT, MISC, NEC, R), W-2 | check | check | check | check |
| 1099-K, 1098, 1098- (C, E, T), 5498 (SA, ESA), W-2G, 3921, 3922 | no check | check | check | check |
| 1099 (A, B, C, CAP, G, H, LTC, SA, OID, PATR, Q, S) | no check | check | no check | check |
| 1095-A, B, C (Printed 1094 only) | no check | check | no check | check |
| Filing Formats Supported | ||||
| 1096 and W3 | check | check | check | check |
| Electronic (IRS FIRE or SSA BSA) | no check | no check | check | check |
| Federal Transmittal | no check | no check | check | check |
| State Transmittal | no check | no check | no check | check |
| Printing Capabilities | ||||
| Print preview | check | check | check | check |
| Plain paper printing | check | check | check | check |
| Compatible with standard preprinted forms | check | check | check | check |
| Self-addressing mailer form | check | check | check | check |
| Labels | check | check | check | check |
Running the Demo Version
You may use the "Demo Version" of Tax-Mate 1099 as long as you like. We want you to explore all of its functionality, fell free to enter real data into the demo version, this data will still be there after registering the software. Be sure to print the forms to your printer, they will have a "Demo" watermark, but this way you know they will print after purchase.
Once you have decided that Tax-Mate is the right software for your 1099 and W2 needs, you will need to purchase a registration number from this web site to remove the "Demo" watermark.
How to register Tax-Mate 1099 so you can begin filing right now
To remove the watermark so you can print your 1099 or W2 forms, or file with the IRS and SSA, you will need to purchase a registration key from this web site, or send us an email request at Sales@FormMagic.com.
Immediately after purchasing Tax-Mate 1099, you will be given a registration number to use via email. This process is automatic, so even if you are purchasing in the middle of the night, you will get your number.
To activate the full version of Tax-Mate 1099, type the registration number into the registration dialog box when you launch Tax-Mate as a demo, or click the Register link found under the Help menu if the program is already running.
How to install Tax-Mate 1099
- Windows
- Download the installer.
- If you use a standard browser, your file will be saved to the Downloads folder on your main hard drive. After locating this this folder, double-click the Tax-Mate 1099 Installer icon to run the installer.
- Follow the instructions in the Setup Wizard.
- Once installed, the default path for the application will be on your C drive, in a folder called Tax-Mate 1099
- Macintosh
- Download the installer.
- If you use Safari, your file will be saved to the Download folder. Open the Download folder and open the Tax-Mate installer icon, follow the instructions to install.
- Once installed, the application will be in your Applications folder, under the Tax-Mate 1099 folder.
- Double-click the Tax-Mate 2020 icon to launch the software.
How to update Tax-Mate 1099
Updates are easy with Tax-Mate 1099, just download the latest installer and re-installer. After installing, the new program will import your old data and re-register the program.
What about next year?
No problem, as a returning Tax-Mate client you will receive an email with a discount code to upgrade your software. After purchasing and installing the new software, you will have the options to "Roll" your prior year's data into the new program, this should save you the time of having to re-enter, or import the data. Rolled data can be deleted, or altered after import, plus any additional information can be entered by hand, or imported as well.
Have Questions?: Send us an email at info@formmagic.com
Note: The 2021 forms will not start shipping until November 1st, 2021.
Purchase pre-printed Copy A forms for manual submission to IRS or SSA, plus receive two complimentary 1096 or W3 forms per order. Order by number of forms that you will need. Most forms will have 2 or 3 forms per sheet, so if you order 50 1099-Misc forms, you will receive 25 sheets of paper that contain 2 forms per sheet, for a total of 50 forms.
Forms that have 2 forms per page: 1099-Misc, 1099-NEC, 1099-Int, 1099-Div, 1099-R, 1098, 1099-B, 1099-H, 1099-K, 1099-OID, 5498, W-2G and W2.
Forms that have 3 forms per page: 1098-E, 1098-T, 1099-A, 1099-C, 1099-CAP, 1099-G, 1099-LTC, 1099-PATR, 1099-Q, 1099-S, 1099-SA, 5498-SA, 3921 and 3922.
Forms that have 1 form per page: 1098-C, 1095-B and 1095-C.
1099 Double Window Envelopes
The security tint and cellophane windows ensure that your information is private. The “2-up” envelope measures 5.75 x 8.75″. The “3-up” envelope measures 3.875" x 8.25″. All envelopes are constructed from 24-lb stock. Choose from moisture seal "Gum", or self-sealing "SS" closures.
- 2up Forms: 1099-B, DIV, INT, K, MISC, NEC, OID, R and 5498.
- 3up Forms: 1098, E,T, 1099-A, C, CAP, G, H, LTC, PATR, Q, S, SA, 5498 SA, W-2G, 3921 and 3922.
W-2 Double-Window Envelopes
The security tint and cellophane windows ensure that your information is private. All envelopes are constructed from 24-lb stock. Use this standard envelope (5.75″ x 8.75″) with our 2-up W-2 form. Choose from moisture seal "Gum", or self-sealing "SS" closures.
Software CD Installer
Delivery and Return Policy
All 2021 forms are delivered via US Postal Service. Forms orders place will be shipped on November 1st, or when the 2021 form is available from our supplier. To return, or exchange any physical product, please email us at sales@formmagic.com.
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.
I'm getting an error when open the application "This action cannot be perform..." What should I do?
This error is usually caused by a conflict with the User Account Control on Window Vista and Windows 7. see PDF file for ways to solve the problem. (View PDF instructions)
How do I move the program from an old pc to a new one?
Simply move the folder contents from the old to the new. or use your original installer (same version as the current application) to install a copy of the program on the new pc. Then move your data file(s) (all the ".frm" files) to the new pc, and overlay the existing blank data file that was just installed with your old data file. (View PDF instructions)
Tech Support
How do I get Tech Support?
We are a small company with limited resources, and we don't necessarily have some manning the tech support line every hour of the day.
Emailing your questions to Support@formmagic.com is your best bet for getting any answer.
What are your business hours?
We are open 9-4:30 M-F, and observe most traditional US holidays. Since we are in Colorado, we are in the Mountain Standard Time Zone.
How does the remote support work?
We have the ability to log onto your computer (with your permissions, of course) and show you how the program works. We use a program called Team Viewer that be downloaded here: (Win,Mac).
Have Questions?: Email us at info@formmagic.com