--- 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 & Product Details Claimed ###### Profile Status This profile is currently managed by MasterTax but has limited features. Are you part of the MasterTax team? [Upgrade your plan](https://my.g2.com/mastertax/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! 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 * * * Seller [MasterTax](https://www.g2.com/sellers/mastertax) Discussions [MasterTax Community](https://www.g2.com/products/mastertax/discuss) Overview by Patrice Campbell Show More ## Top-Rated Alternatives [ ![ADP Workforce Now](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "ADP Workforce Now") ADP Workforce Now 4.2/5(4,308) ](https://www.g2.com/products/adp-workforce-now/reviews) [ ![UKG Pro](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "UKG Pro") UKG Pro 4.3/5(2,251) ](https://www.g2.com/products/ukg-pro/reviews) [ ![QuickBooks Desktop Pro](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "QuickBooks Desktop Pro") QuickBooks Desktop Pro 4.3/5(1,768) ](https://www.g2.com/products/quickbooks-desktop-pro/reviews) [ View All Alternatives ](https://www.g2.com/products/mastertax/competitors/alternatives) ## MasterTax hasn't been reviewed yet Used MasterTax? 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