--- title: MasterTax Reviews meta_title: 'MasterTax Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how MasterTax works for a business like yours. aggregate_rating: rating_value: 3.8 review_count: 2 scale: '5' date_modified: '2026-07-13' parent_category: name: HR url: https://www.g2.com/categories/hr --- # MasterTax Reviews **Vendor:** MasterTax **Category:** [Payroll Software](https://www.g2.com/categories/payroll) **Average Rating:** 3.8/5.0 **Total Reviews:** 2 ## About MasterTax MasterTax helps to simplify and automate complex, multi jurisdictional payroll tax compliance. Built for mid-market and enterprise employers, PEOs, and payroll service providers, MasterTax streamlines post payroll tax activities—including payment scheduling, remittance, filing, reporting, and year end forms—across federal, state, and local agencies. Replace manual processes with automated workflows with MasterTax software to reduce compliance risk, improve visibility, and help teams avoid costly penalties and interest. MasterTax software integrates with most payroll systems and provides the confidence payroll and tax professionals need to stay ahead of constantly evolving regulations. Key Features Payroll Tax Automation & Filing • Automated scheduling of payroll tax payments and filings • ACH, EFT, and NACHA formatted payment file creation • Support for zero payments, coupons, amended returns, and refunds • Federal, state, and local jurisdictions • Electronic filing instructions aligned with agency requirements Reporting, Forms & Year End Processing • Employer W 2 reporting • Employee W 2 print and electronic distribution services • Agency W 2 and 1099 reporting • Multiple worksite reporting • Employer remittance and recap statements for audits Compliance Monitoring & Risk Management • Built in refund tracking • Agency Notice Manager workspace • Wage attachment and new hire reporting support • Bank reconciliation and cash care tools • Dashboards, alerts, and proactive error detection to reduce missed deadlines • Information Returns with 1099s forms and more Integration & Connectivity • Integrates with most payroll systems and ERPs • Interfaces with general ledger and accounts payable systems • APIs for data extract, file import, and file retrieval • Secure, recurring data imports with minimal IT effort \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Use Cases MasterTax easily supports organizations who: • Manage payroll tax compliance across multiple states and local jurisdictions, and/or for clients with complex tax requirements • Need to reduce manual effort and compliance risk associated with payroll tax filings • Gain centralized visibility into payroll tax payments, filings, amendments, and notices • Support year end W 2 and 1099 reporting • Automate and integrate payroll tax processes with existing payroll, finance, and accounting systems \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_ Product Details • Target Customers: Mid market and enterprise employers, PEOs, payroll service providers, and organizations with 250+ employees managing complex payroll tax requirements • Primary Users: Payroll professionals, tax specialists, finance teams, controllers, and CFOs • Deployment: Cloud based (SaaS), API enabled • Pricing Model: Single, transparent pricing model. New additional module available: Information Returns • Key Differentiator: MasterTax focuses specifically on post payroll tax remittance, filing, reporting, and compliance—delivering depth, automation, and confidence for organizations operating across multiple tax jurisdictions, or serving clients with multiple tax jurisdictions ## MasterTax Reviews ### 1. MasterTax review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** September 06, 2021 **What do you like best about MasterTax?** It's pretty simple and straight forward for what my department was using it for. **What do you dislike about MasterTax?** That some days it would be out of service and we couldn't complete our daily tasks **Recommendations to others considering MasterTax:** Was easy for new hires to be trained on and is consistent in performance **What problems is MasterTax solving and how is that benefiting you?** Being able to release cash and funds to employees and clients ### 2. Good experience with MasterTax. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2019 **What do you like best about MasterTax?** Ease of use and user interface make it easy to learn. **What do you dislike about MasterTax?** I would like an easier "help" system while on the application. A button to just get to quick answer when I question a particular field or component. **Recommendations to others considering MasterTax:** I like the ease of this application. I would highly recommend. **What problems is MasterTax solving and how is that benefiting you?** It makes for easier quarter-end reconciliations and quarter-end processing of returns. ## MasterTax Discussions - [What is Master Tax?](https://www.g2.com/discussions/what-is-master-tax) - [Does MasterTax have an API?](https://www.g2.com/discussions/mastertax-does-mastertax-have-an-api) - [Does MasterTax have an API?](https://www.g2.com/discussions/does-mastertax-have-an-api) - [What does MasterTax do?](https://www.g2.com/discussions/mastertax-what-does-mastertax-do) - [What does MasterTax do?](https://www.g2.com/discussions/what-does-mastertax-do) - [View MasterTax pricing details and edition comparison](https://www.g2.com/products/mastertax/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-13+22%3A13%3A43+-0500&secure%5Bsession_id%5D=dae0e2cb-d516-43ff-8e92-c19b7e99dffe&secure%5Btoken%5D=b925ec459e156b3095c0579d52deb2ae18feeed0c05eccd89059c9de799ce08f&format=llm_user) ## MasterTax Features **Employee Self Service** - Web Portal - Benefits Manager - Mobile - Self Service Portal **Administration** - Payroll Entry - Time Off Accrual - Direct Deposit - Expense Reimbursement - Pre-tax Deductions - Wage Garnishment - Approvals - Check/W-2 Printing - Check/W-2 Delivery - Split Deposits **Taxes** - Tax Calculation - Tax Filing - Automatic Tax Payment **Integration** - API / Integration - Time Tracking Integration - Accounting Integration - Core HR Integration - API - 401(k) Tracking - Expense Tracking - Vacation/Leave Tracking - Third-Party Integrations - Third-Party Integration **Platform** - Payroll Reporting - User, Role, and Access Management - Performance and Reliability - Scalability - Payroll Reporting - Activity Dashboard - Compensation Management - Timesheet Management - Performance Management - Benefits Management - Document Management - Payroll Management - Compliance Management - Cash Flow Management - Team Management - Policy Management - Calendar Management - Mobile Access - Attendance Management - Deduction Management - Employee Management - Reimbursement Management - Audit Management - Receipt Management - Time Off Management - Workflow Management - Expense Management **Additional Functionality** - Reminders - Employee Profiles - Generative AI - Alerts/Notifications - W-2 Preparation - Multi-Country - Employee Database - Reporting & Statistics - Employee Self Service - AI Copilot - Data Import/Export - Multi-State - Approval Process Control - Tax Compliance - Access Controls/Permissions - Time Tracking - Customizable Reports - Web-based Deployment - Payroll Outsourcing - Expense Claims - Multi-Currency - Corporate/Business - Chatbot - 1099 Preparation - Auto Update - Time & Attendance - AI/Machine Learning - Employee Onboarding - Batch Processing - Accounting - For Accountants - For CPA Firms - Multi-Location - Reporting/Analytics - For Small Businesses - Workflow Automation ## Top MasterTax Alternatives - [ADP Workforce Now](https://www.g2.com/products/adp-workforce-now/reviews) - 4.2/5.0 (4,220 reviews) - [UKG Pro](https://www.g2.com/products/ukg-pro/reviews) - 4.3/5.0 (2,195 reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - 4.3/5.0 (1,710 reviews)