TaxBandits - Features and Integrations, All you need in one place
Quick, Easy, Secure, and Accurate!
TIN errors are a concern of the past with TaxBandits.
Being an IRS/SSA authorized e-file provider, TaxBandits validates your employee’s TIN against the SSA database. This greatly reduces the chance of TIN errors.
You will be notified with any TIN mismatches that are found in your forms. This will allow you to easily correct the mistake and retransmit your Form W-2 to the SSA.
Simplify your filing process and save time with our bulk upload templates.
Bulk upload templates are the perfect time-saving solution for those filing for multiple EINs or have a large number of employees.
All you have to do is to download our templates, update all your information, and upload it back into our system. You can then review the data that has been uploaded and make any required corrections.
If you have your own excel template, you can upload it to our system, and make sure that the column name matches the field of the form.
List of TaxBandits Excel Templates for IRS Forms:
Click here to download our Excel Templates for Bulk Upload
|W-2 Forms Bulk Upload Templates|
|Form W-2||Download Template|
|Form W-2c||Download Template|
|1099 Forms Bulk Upload Templates|
|Form 1099 MISC||Download Template|
|Form 1099 NEC||Download Template|
|Form 1099 INT||Download Template|
|Form 1099 DIV||Download Template|
|Form 1099 B||Download Template|
|Form 1099 R||Download Template|
|Form 1099 S||Download Template|
|Form 1099 PATR||Download Template|
|Form 1099 MISC Correction||Download Template|
|94x Forms Bulk Upload Templates|
|Form 940||Download Template|
|Form 940 Schedule R||Download Template|
|Form 941||Download Template|
|Form 941 Schedule B||Download Template|
|Form 941 Schedule R||Download Template|
|Form 943||Download Template|
|Form 944||Download Template|
|Form 945||Download Template|
|Form 1098-T Bulk Upload Templates|
|Form 1098-T||Download Template|
|Form W-8 / W-9 Bulk Upload Templates|
|Form W-8 BEN||Download Template|
|Form W-9||Download Template|
|ACA Forms Bulk Upload Templates|
|Form 1095 C||Download Template|
|Form 1095 B||Download Template|
|Form 1095 B Insurer||Download Template|
TaxBandits processes the Form data in any of the IRS’ acceptable file formats such as EFW2 and FIRE File.
USPS Address Validation and 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.
At TaxBandits, we take data security extremely seriously. We deal with copious amounts of Personal Identifiable Information (PII) including clients’ names, DOB, TIN, and a variety of other confidential business information. We safeguard this data using proven technologies and properties. We take a multilayer approach to data security, using cutting-edge techniques and a series of protocols to prevent any security breakdowns.
As data is moved and processed, it becomes more difficult to ensure its security. This is why we have protocols set in place to combat and address any security breaches.
- Security of Data in Transit
- Security of Data at Rest
- Security of Data when in Use
- API Security
- Server Security
- Security Policies and Internal Security Audits
TaxBandits users can opt for additional account security by enabling 2-Step Authentication. This optional feature helps prevent unauthorized access to your account. This feature provides another layer of security by prompting users to enter a verification code to access their account. This verification code is sent to the mobile device or email address that is associated with the account.
Online Access Portal
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.
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.
Additional User Access
TaxBandits software allows multiple users to manage a single account. This Additional User Access feature allows account access to members of your team. They can log in to the account to edit, update, or manage your IRS forms on your behalf.
Managing workflow is crucial for tax professionals and payroll service providers, as they manage tax filings for multiple businesses. Our software allows professional users to provide needed access to their clients, making it easy to manage several businesses all from one place.
Tax professionals have complete control over the clients that access their TaxBandits account. Tracking account activity and reviewing the forms that your clients have uploaded for IRS transmissions is an easy process.
Dealing with multiple vendors? TaxBandits provides you with a solution for managing your vendors’ tax details efficiently. You can easily request Form W-9 information from your vendors using TaxBandits. In response, your vendor can add their Form W-9 information and e-Sign it.
You can use this information when you want to report 1099 at the year-end for the payments that you have made to your vendor.
TaxBandits Vendor Management is a cloud-based solution that simply takes the stress out of getting the Tax Payer Identification Number from your vendor. Go paperless and manage everything on the cloud and digitally.
TaxBandit's integration with QuickBooks Online lets you prepare 1099s and e-file them with the IRS authorized e-file provider, TaxBandits 1099 E-File Service. We also mail a printed copy of your Form 1099 to your contractors.
TaxBandits is an IRS-authorized e-file software that has now integrated with Xero accounting software, offering the users a way to quickly cross-reference their 1099 reports before transmitting their returns directly to the IRS.
TaxBandits’ simplified e-filing process is easy to use. All you have to do is, select the vendors, pull your data from the Xero, preview your 1099 forms, and transmit it to the IRS.
EFW2 File Upload
All businesses have different software needs. Perhaps your software generates the EFW2 file format that is required by the SSA. However, they may not have the capability to process or upload their files when it comes to filing.
TaxBandits, helps you to convert your EFW2 file into individual forms. These forms can be downloaded, printed, and mailed to your employees.
FIRE File Upload
If you have already filed your 1099 Forms with another service provider and are looking for a solution to mail the copies to the recipients, TaxBandits helps you convert your FIRE file into individual forms with the FIRE File converter feature. These forms can be downloaded, printed, and mailed to your employees. The entire process is quick and easy!