× We've also sent a filing instructions to your registered email. TaxBandits - Features and Integrations, Everything You Need in One Place Quick, Easy, Secure, and Accurate! Data Import Options Bulk Upload Smart Upload Copy & Paste Integrations QuickBooks Xero Zoho Books Fresh Books API Integration Data Validations Internal Audit Check TIN Matching Free USPS Address Validation IRIS Business Validation Precheck your Form before Filing Distribution Center Postal Mailing Foreign Mailing BanditShare (Online Access) Advanced Distribution Smart Mail Print Forms Record Keeping Tax Professionals Team Management Client Management Advanced Reports Buy Credits Security Two Factor Authentication (2FA) Advanced Security Other Features Email Customization Smart Review BanditCash Free Retransmission BanditSearch BanditInterval (Buffer Time) Address Book Save Form Drafts Electronic Signature Schedule Filing Real Time Notifications Supporting Forms Standard Pro Features New Data Import Options Bulk Upload (Standard Template) 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 recipients/employees. All you have to do is 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. 1099 Forms Bulk Upload Templates Form 1099 NEC Download Template Form 1099 MISC Download Template Form 1099 INT Download Template Form 1099 DIV Download Template Form 1099 K Download Template Form 1099 B Download Template Form 1099 S Download Template Form 1099 C Download Template Form 1099 OID Download Template Form 1099 R Download Template Form 1099 A Download Template Form 1099 LTC Download Template Form 1099 G Download Template Form 1099 SA Download Template Form 1099 Q Download Template Form 1099 PATR Download Template Form 1099 QA Download Template Form 1042-S Download Template Payer & Recipient Bulk Upload Templates Form 1099 NEC Download Template Form 1099 MISC Download Template Form 1099 INT Download Template Form 1099 DIV Download Template Form 1099 K Download Template Form 1099 B Download Template Form 1099 S Download Template Form 1099 C Download Template Form 1099 OID Download Template Form 1099 R Download Template Form 1099 G Download Template Form 1099 PATR Download Template Form 1099 SA Download Template Form 1099 Q Download Template Form 1099 A Download Template Form 1099 LTC Download Template Form 1042-S Download Template 941 Form Bulk Upload Templates Form 941 for 2025 (Q1, Q2, & Q3) Download Template Form 941 Schedule R for 2025 (Q1, Q2, & Q3) Download Template Form 941 for 2024 (Q1, Q2, Q3,& Q4) Download Template Form 941 Schedule R for 2024 Download Template Form 941 Sch B Download Template Form 941 Sch R Download Template Form 940 Download Template Form 940 Sch R Download Template Form 941-X Download Template ACA Forms Bulk Upload Templates Form 1095-C Download Template Form 1095-B Download Template W-2 Forms Bulk Upload Templates Form W-2 Download Template Form W-2c (For Original W-2 Filed Elsewhere) Download Template Other Forms Bulk Upload Templates Form W-2G Download Template Form 1042 Download Template 3921 Forms Bulk Upload Templates Form 3921 Download Template Form 3922 Download Template Form 3921 Payer and Recipient Download Template Form 3922 Payer and Recipient Download Template 1098 Forms Bulk Upload Templates Form 1098 Download Template Form 1098-E Download Template Form 1098-T Download Template Form 1098-F Download Template Form W-9 / W-8 Bulk Upload Templates Form W-9 / W-8 forms Download Template Address Book Bulk Upload Templates Business Bulk Upload Download Template Recipient Bulk Upload Download Template Staff Bulk upload Download Template Learn More Bulk Upload (Own Template) TaxBandits’ Smart Upload feature harnesses AI to effortlessly map your Form data using your custom file format. Easily upload your template files in CSV format, and our system will align the column names with the corresponding form fields, ensuring a smooth and efficient filing process. Secure Upload With our Secure Upload, you can safely upload and store any filing-related documents in our system. While you handle the filing, we ensure your documents are securely saved and ready for future use. Copy & Paste Easily transfer your 1099 information by copying and pasting it directly into TaxBandits, simplifying your data entry process with just a few clicks. Learn More Integrations QuickBooks 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. Check this out to know more about our integration with QuickBooks! Xero 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. Click here to know more about Xero Integration Zoho Books TaxBandits is integrated with Zoho Books, enabling you to seamlessly import your Contractor/Vendor data and e-file Form 1099-NEC/MISC instantly without any hassle. Click here to know more about Zoho Books Integration Fresh books TaxBandits is integrated with Fresh Books, enabling you to seamlessly import your Contractor/Vendor data and e-file Form 1099-NEC/MISC instantly without any hassle. Click here to know more about Fresh books Integration API Integration TaxBandits is one of the leading providers in offering the API solution for IRS Tax E-filing. Our API Integration can be used by any of the service providers who want to expand their businesses into tax e-filing. Learn more about our API solution by visiting developer.taxbandits.com 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. Learn More 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. IRIS Business Validation Our IRIS Validation feature helps ensure the accuracy of your forms by checking for errors and inconsistencies, which can be easily corrected before transmission. 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. Learn More Foreign 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. BanditShare (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. Learn More Advanced Distribution 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. Learn More 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. Tax Professionals Team Management The Team Management feature lets you invite unlimited team members, assign clearly defined roles (preparer, approver, transmitter), and streamline filing responsibilities for efficient collaboration. With real-time task tracking and secure access controls, you can easily monitor progress and ensure accountability across your workflow. Learn More Client Management Client management is seamless when you can collaborate effortlessly with your clients through the secure, customized portal. By incorporating your own branding, you create a professional and consistent experience that builds trust. Features that facilitate the easy exchange of data and documents make communication smoother and more efficient. Learn More Advanced Reports TaxBandits provides a comprehensive array of reports that deliver valuable insights and keep you updated on the status of your tax filings. These reports enable you to comprehend client behavior and make strategic decisions directly impacting your work. Utilizing these reports can optimize your operational workflow, enhance compliance, and drive success in your tax filing efforts. Learn More Buy Credits You don't have to pay for each return you prepare. Purchase prepaid credits at a volume-based rate; this saves you money and reduces the time spent entering credit card information before each form transmission. Learn More View more Pro Features 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. Learn more 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. Learn More Other Features Email Customization TaxBandits offers an Email Customization feature that enables you to customize the 'From' email address, and this makes it easier for your clients or recipients to recognize your emails. This feature is particularly beneficial if you want your email communications to align with your brand identity, ensuring a more professional and consistent experience. Learn More 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. Learn More BanditCash (Wallet) With our BanditCash features, managing your tax filing payments has never been easier. This handy wallet feature allows you to quickly add funds to your account in advance enabling a seamless checkout process when submitting tax returns and BOI reports. Whether you're filing forms like 1099/W-2, 94-X or ACA forms BanditCash ensures a fast and hassle-free payment experience. Say goodbye to delays in and make your tax filings quicker and more efficient with just a few clicks. Learn More Free Retransmission If a federal or state agency rejects your 1099 and W-2 forms for any errors, you can fix them and retransmit the returns at no additional cost. BanditSearch BanditSearch gives you the power to quickly find and retrieve all your client or business details stored in TaxBandits. Whether you're filing 94-X returns, 1099s, W-2s, ACA, BOI reports, or processing payroll, you can access everything you need in one convenient place. No more searching through multiple tabs—BanditSearch lets you pull up important information with ease, making your workflow smoother and more efficient across the platform. BanditInterval (Buffer Time) TaxBandits’ BanditInterval feature streamlines the tax filing process by providing extra peace of mind during submission. After transmitting your tax returns, you’ll have a set window to review and make corrections if necessary. November 15 – January 25: Enjoy an 8-hour window to make changes after transmitting. January 26 – January 30: The buffer time shortens to 4 hours. January 31: Buffer time is no longer available. BanditInterval ensures you have the flexibility to correct errors during critical filing periods. Address Book Easily import business information from your Address Book. Imported details are reusable across various filings like BOIR, 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. Start Schedule Filing Now 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. Get Started Now X Download Template Now