TaxBandits - Features
Everything You Need in One Place

Data Import Options

Bulk Upload

Use TaxBandits’ pre-formatted CSV templates to quickly bulk upload your form data. Prepare data offline, organize filing information in a structured format, and import large volumes in one step, making high-volume filing fast, accurate, and easy.

Download Our Templates

Own File Upload

Already have your own file? Upload your CSV to TaxBandits, and our system will align the column names with the corresponding form fields, ensuring a smooth and efficient filing process. You can convert your excel file to CSV effortlessly using Bandit AI. See How

Copy & Paste

Copy and paste your filing directly into our system for a faster filing experience. No manual entry is required, making it a simple alternative to file uploads.

Copy 941 Return

If you’ve previously filed Form 941 and the return was accepted, you can copy data from the previously filed Form 941 for the businesses you need. Simply review the information, make updates if necessary, and transmit to the IRS.

Integrations

Sage Intacct

The TaxBandits–Sage Intacct integration is the only built-in solution to e-file 1099s directly from your Sage Intacct account. Sync data automatically, eliminate manual entry, and file with confidence.

Karbon

TaxBandits integrates seamlessly with Karbon, letting you import client data, manage W-9s, and e-file 1099, W-2, ACA, 1042, and extension forms—without writing a single line of code. It reduces manual work, minimizes errors, and lets you file directly within your existing Karbon workflow.

QuickBooks

Sync your QuickBooks account to pull in business and recipient information. Prepare and e-file 1099-NEC and 1099-MISC forms directly from your data.

Xero

Connect your Xero account to import business and recipient details instantly. Review and e-file your 1099-NEC and 1099-MISC forms without manual data entry.

Zoho Books

Import business and recipient records from Zoho Books in one click. Generate and e-file 1099-NEC and 1099-MISC forms efficiently.

Fresh books

Integrate FreshBooks to bring in business and recipient data automatically. This lets you quickly prepare and e-file 1099-NEC and 1099-MISC forms with accuracy.

Zapier

Connect TaxBandits with thousands of applications using no-code automation, streamlining data movement across your systems.

API Integration

TaxBandits is a leading provider of IRS-authorized tax e-filing APIs for large enterprises. Our API enables service providers to seamlessly offer e-filing for W-9, 1099, W-2, TIN Matching, and more, helping you scale securely and stay compliant.

Data Validations

Internal Audit Check

TaxBandits internal audit check ensures that your Forms are validated through IRS business rules, Basic Form Validation, and IRS Schema Validation. Any errors identified will be listed and you will be prompted to fix those instantly. This will make sure that you are transmitting error-free returns with the Federal and State.

TIN Matching

TaxBandits validates your vendor/payee TINs against IRS data, ensuring an accurate 1099 filing and preventing potential penalties. Effortlessly validate multiple TINs simultaneously through TaxBandits bulk TIN matching features and receive prompt notifications for any detected mismatches.

Free USPS Address Validation

All addresses entered on your forms will be automatically validated through USPS Address Validation for free. If any errors are identified, you will be notified and can fix them instantly.

Smart Review

TaxBandits automatically audits your tax forms for compliance, identifying issues such as duplicate entries, missing state information based on the recipient residency rule, unverified TINs and addresses, and incomplete draft forms. The Smart Review feature offers a summary of the audit results, which are organized into three categories: Errors, Warnings, and Recommendations. This serves as a centralized hub, enabling you to fix issues and file your forms with confidence quickly.

Share Forms for
Client Review

Export your tax returns as an Excel file to review and share with clients. This enables easy edits and corrections, ensuring accuracy before final submission.

Distribution Center

Postal Mailing

Our postal mailing feature allows users to easily provide their recipients with a copy of their tax form.

TaxBandits handles the federal e-filing of your W-2s, 1099s, 1095s, and we also handle your state filing if applicable. When you choose the postal mail option, your recipient copies, we distribute your recipient copies using the US Postal Service.

TaxBandits validate all of your recipients’ addresses against the USPS database to ensure that your forms arrive accurately
and on time.

International Mailing

With TaxBandits, you never have to worry about the hassles of printing and mailing your 1042-S and 1099 forms to recipients outside the U.S. TaxBandits will help you distribute form copies to your foreign recipients securely on your behalf.

Online Access

TaxBandits allows the employees/recipients to view & download the copies of their W2s and 1099s through a secured online access portal. This simplifies the process of distributing the employee's / recipient copies.

Once you have transmitted your Forms, your employees/recipients will be provided access to the TaxBandits secure, online portal where they can view or download their IRS Form copies.

Employees/recipients can access the secure portal from anywhere, anytime.

Postal + Online Access

10% OFF

Enable both postal mailing and online access for recipients. Customize the delivery method to suit each recipient or employee's needs. You can also choose how many recipients prefer postal mail and how many prefer online access.

Smart Mail

Automatically ensure timely delivery with Smart Mail. If a recipient hasn’t accessed their forms within a week of the notification, enable automated postal mailing to send copies directly to their address.

Print Forms

While TaxBandits offers various options for distributing recipient copies, you can also handle distribution yourself. Our platform allows you to download and print all necessary copies, including payer, recipient, and state copies, in your preferred format.

Whether you need to print 1099 or W-2 forms, our system supports efficient generation and distribution. The downloadable copies can be easily sent to recipients and kept for your records, helping to keep your tax filing process organized.

Distribution-Only service

TaxBandits’ Distribution-Only service lets you securely deliver recipient copies of 1099 forms—even when the forms were filed elsewhere. Share forms through a secure online portal, send printed copies by mail, or download and distribute them yourself.

Record Keeping

As required by the IRS, all the form copies are stored on our secure HIPAA-compliant server for 7 years. You can always log in to your TaxBandits account and download or print the form copies at any time. Simply navigate to the “Distribution Center” from your dashboard to access the form copies.

Pro Features

Team Management

Single Sign-On (SSO): TaxBandits simplifies and secures access with Single Sign-On (SSO), allowing teams to log in using their existing credentials. This eliminates multiple passwords, reduces login friction, and strengthens security.

Unlimited Team Members: Add as many team members as needed to delegate your filing responsibilities, each with secure login access—perfect for growing teams managing high-volume filings.

Assign Roles and Privileges: Maintain a smooth workflow by assigning roles (preparer, approver, or transmitter) to your team to delegate tasks efficiently

Group by Business and Location: Assign team members to specific businesses within your account and organize access by office location. Maintain clear collaboration, and manage multi-location workflows efficiently.

Shared Credit Cards: File securely using a single company-issued credit card. Simplify expense tracking and eliminate the need for managing multiple payment methods across users.

Track Activity Logs: Stay audit-ready with real-time activity logs that record every action, ensuring transparency and organized
team collaboration.

Client Management

Secure Client Portal: Invite clients to a secure portal where they can review and approve filings, share documents, and more. Customize the portal with your logo, theme, and URL to reinforce your brand.

All-In-One Dashboard: Manage all your clients and their filing processes seamlessly from a single, secure, and centralized dashboard, giving you complete visibility and control over compliance tasks.

Branding & Customization

Client Portal Customization: Enhance your brand identity by customizing the client portal with your logo, name, favicon, theme colors, and a custom portal URL.
Email Customization: Use your own email address and domain for all client communications to maintain brand consistency and professionalism.

E-Sign & Auto Transmit (Exclusive for 94x Forms):

Send e-sign requests for Form 941, 940, 943, 944, and 945 to multiple clients at once. Request client signatures via the branded client portal or a one-time secure URL and apply your signature instantly after clients sign.
Tax professionals can also enable Auto-Transmit. With this option, you can complete your signature upfront. Once the client signs, the 94x return is automatically transmitted to the IRS. Learn more

Comprehensive Reports: Generate detailed reports to track filing activity, monitor client engagement, and support data-driven decisions across your tax practice.

Additional Features

Address Book

Easily import business information from your Address Book. Imported details are reusable across various filings like Payroll, 94x forms, W-9, W-2, ACA, and more, ensuring swift, error-free submissions. This streamlines your workflow, reduces manual entry, and enhances accuracy, guaranteeing efficient data management.

Save Form Drafts

Complete and file forms at your own pace. Save your work as a draft and continue whenever you're ready.

Electronic Signature

With TaxBandits, you can always invite your employees or vendors to complete the required forms such as, Form W-4,
Form W-9, and Form W-8 BEN. They can enter all the applicable information and then sign it digitally.

The signed Forms will be instantly available for your access under your TaxBandits account. You can access it anytime
and anywhere.

Schedule Filing

This feature enables you to schedule IRS filings in advance, helping you avoid missed deadlines and maintain compliance
with confidence.

You will have access to edit forms and reschedule the filing date until 10 PM EST the day before the forms are scheduled
to be transmitted.

Real Time Notifications

Be it IRS filing status, TIN validation, W-9 request, or any client uploads. You will be notified about the status via email instantly. Also, you can track the status right from your dashboard for each of these action items.

Supporting Forms

TaxBandits provides access to all the supporting Forms that you may require. This includes

Summary Forms W3, 1096, ACA 1094-B, and 1094-C.
Withholding certification W9, W4, and W8-BEN.
Payment Vouchers 940-V, 941-V, 943-V, 944-V, and 945-V.
Schedules such as 940-A, 941-B, 943-A, and 945-A.
Form 8974, 8453-EMP, and Worksheets for 94x series of Forms.

Security

Two Factor Authentication (2FA)

TaxBandits enables you to add an additional layer of security to your account with multi-factor authentication.

When you enable this feature, you will be required to enter a verification code sent to your phone or generated in the authenticator app you use (such as Google Authenticator, Authy by Twilio, Microsoft Authenticator, LastPass, etc.), every time you log in. This will help you prevent unauthorized access to your account even if the password was compromised.

Advanced Security

TaxBandits is a SOC-2-certified company with advanced security protocols in place to ensure the complete protection of all our client data. We take a multilayer approach to data security, using cutting-edge technologies to safeguard Personal Identifiable Information (PII) such as SSN, DOB, etc.

We have implemented robust cybersecurity measures to counter online threats and data thefts. Also, our fraud prevention mechanisms ensure the authenticity of our users and eliminate the chances of fraudulent tax claims, complying with the
IRS guidelines.

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Time is running out to file 1099, W-2 & 94x forms

E-file now to stay compliant and avoid penalties.

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The IRS deadline has passed—but you can still file 1099s, W-2s, and 94x forms to avoid
further penalties.