How to Select W-2 Software for Tax Professionals

Prepare your firm and your clients throughout the year with W-2 software for tax professionals. Do not wait until tax season to organize forms and reports or to start looking into new software. The most effective W-2 software alerts firms of discrepancies or any client inaccuracies sooner rather than later. Save the firm and its clients from potentially severe audits or penalties. Build and maintain client trust with a reliable W-2 system. Look for software that lets firms analyze data at any time with comprehensive tools.

Invest in W-2 software that a vendor designed specifically for accountants. We designed our Advanced Micro Solutions W-2 and 1099 Forms Filer software with accountants and small businesses in mind. Handpick the tools that you want or you need now. Add any additional features as you want or your clients require them.

 

What Makes the Best W-2 Software for Tax Professionals?

Determine what your clients need out of W-2 software before you purchase a system. Look for an easy-to-use, intuitive program that will streamline all tax responsibilities. Find a system with important features like:

Quick and Easy Data Entry – Save time and reduce the work of your firm with W-2 software. Look for software with a Common Payee File. Select a payee across payers or 1099 forms. Eliminate typing in certain information more than once. Calculate the selected fields without avoidable manual errors.

Batch Printing Capabilities – Batch print client reports and forms for multiple payers. Reduce the resources that your firm uses on a daily basis with W-2 software for tax professionals. Save time that you can use to focus on your clients’ other needs.

Multi-State Support – Consider all of the regions of your firm’s clients. Guarantee that a W-2 system supports all of the necessary geo-locations that you need now. Take into account if the firm will expand its services in the future to include clients from other states or regions. Look for software with access to different state and federal tax liabilities.

E-Filing Integration – Electronically file clients’ year-end W-2 forms to the Internal Revenue Service or the Social Security Administration. Get rid of buying, printing, and mailing multiple forms to individuals and agencies. Invest in W-2 software for tax professionals with less steps for a quicker turnaround time with tax returns.

 

First Steps for Accountants Using W-2 Software

Introduce new W-2 software to your firm in a few effective ways. Avoid rushing the process and making any mistakes or creating more work for yourself. The following are a few of the ways to make a smooth transition.

Ask your clients what they need and want from your services. Get software with more than simple calculation capabilities. Look for W-2 software with broad geo-location support and more than one type of payment distribution. Determine if certain clients require additional add-on tools like an Affordable Care Act Filer or a 1042-S Filer module.

Speak with a W-2 software vendor about the scope of their program. Get scalable W-2 software for tax professionals. Confirm that a prospective software vendor is transparent regarding its pricing and offered services. Think about if the firm plans to take on additional clients. Invest in software that your firm will not outgrow too early or at all.

Try a demo or software trial. Do not just take anyone’s word for it. Test out W-2 software and make sure that it aligns with everyone’s needs. We offer a free 1099-etc Demo software for all users to explore. Download the program and enter real data that will carry over with you when you purchase the program.

Collect and input important employee information. Streamline your tasks sooner rather than later. Request employee personal information, tax filing statuses, and other relevant information. Update your system regularly and do not wait until the last minute before important deadlines.

 

Is AMS Software Right For Accountants?

You will get trustworthy and comprehensive W-2 software for tax professionals when you choose AMS. Our W-2/1099 Forms Filer and six optional modules work for all 50 states, as well as the District of Columbia and Puerto Rico. Access W-2, W-3, and a variety of 1099 forms. The base program supports up to 99,999 employees or recipients per payer. Pair it with modules that include: AMS Payroll, E-File, Forms Filer Plus, 1042-S Filer, Affordable Care Act Filer, or Software Generated Forms. Encrypt and optionally save any client reports to PDF files.

There are extensive reports in our W-2/1099 system. Print table and worksheet reports, client letters, recipient lists, and mailing labels. Generate hash totals of SSNs and TINs with a Table Report to check the accuracy of data entries. Improve the firm’s efficiency whenever you batch print reports and forms for multiple payers.

Software Solutions from AMS

Our W-2 and 1099 Forms Filer is our only required platform. From there, users pick the services they need. Choose from the tools below to build out your customized accounting software.