Integrations
W2gMatch reads the W-2Gs, IRS transcripts and casino win/loss statements. These connections take the result to your tax software, your team's chat, your calendar and the tools you already pay for, with no retyping and no new habits.
Each client's W-2G entry sheet lists every form in box order (payer, box 1 winnings, box 2 date, box 4 withholding, state boxes) with the Schedule 1 line 8b and Schedule A line 16 figures, ready to key. A season export puts every client on one Excel-ready sheet.
A line in your channel when a client is added, documents arrive, a request packet is signed or totals are ready. Names and what happened only: never figures, never SSNs.
One calendar link with each client's due date (October 15 when an extension is on file), the Q4 estimate date and the season deadlines, with a reminder a week ahead.
Instant triggers through signed webhooks (the Standard Webhooks format Zapier and Make verify), or a polling feed. Create a folder in your document storage, a task in your workflow tool or a row in a spreadsheet when something happens.
Read-only or read & write keys made by the firm owner: list clients with status and totals, read a client's W-2G lines, add a client, subscribe to events.
Keys are stored only as a fingerprint, connection addresses and signing secrets are encrypted, events carry no tax figures, and only the firm owner or an admin can connect anything.
None of these packages imports W-2Gs from a file, so the entry sheet is laid out to key quickly. Taken from each vendor's own help pages.
| Software | W-2G screen |
|---|---|
| UltraTax CS | W2G – Gambling Winnings (1040) screen, one per form; state code and payer state ID are required for e-file |
| Lacerte | Screen 13.2, Gambling Winnings and Losses (W-2G Payer Information, then W-2G Gambling Winnings fields 1–18) |
| ProConnect Tax | Input Return > Income > Gambling Winnings / Losses (W-2G) > Details |
| ProSeries | Forms (F6) > Form W-2G Worksheet (four forms per worksheet) |
| Drake Tax | Screen W2G (winnings without a W-2G go on screen 3) |
Product names belong to their owners. W2gMatch is not affiliated with or endorsed by them.
Open the sample client to see the totals and the CPA Ready package, or book a short walkthrough.