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.
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for 2024
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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 XLS, CSV, or XLSX formats, and our system will align the column names with the corresponding form fields, ensuring a smooth and efficient filing process.
Full Service Upload
With our Full Service Upload, securely upload your consolidated file into our system. TaxBandits will handle the tax filing, ensuring your returns are assigned to an authorized professional. Simplify your tax process with our reliable service.
Copy & PasteNew
Easily transfer your 1099 information by copying and pasting it directly into TaxBandits, simplifying your data entry process with just a few clicks.
Google Sheets UploadNew
Conveniently upload Google Sheets directly from your drive, ensuring seamless data integration and efficient form processing.
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.
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.
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.
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.
USPS Address Validation
All the addresses entered on your Forms will be validated through our USPS Address Validation to verify that you have entered the right addresses on your Form. Any errors identified will be prompted and you can fix that 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 ReviewNew
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.
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.
BanditComplete (Postal + Online Access)New
Simplify the distribution of recipient copies with a complete solution. Provide your recipients with both a physical copy of their forms and an electronic copy to access as needed.
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.
Record Keeping
As required by the IRS, all the Form copies are stored on our secure HIPAA compliant server for up to 7 years. You can always log In to your TaxBandits account and download or print the Form copies at any time. Simply navigate to “Distribution Center”, from your dashboard to access the Form Copies.
Tax Professionals
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.
Workflow Management
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.
Client Portal
Communicate with your clients in real-time and share information needed to file their tax returns through the secure Client Portal. TaxBandits client portal enables the Tax Pros to keep track of their clients’ bulk upload files, TIN Errors, and W9 progress, all from one place. This provides them with the ability to track the comments or observations made by their clients or the progress made by your staff.
Buy Credits
No need to pay for each return that you prepare. Purchase Prepaid Credits at a volume-based rate, this saves you money and time spent entering credit card information before each form transmission.
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.
Other Features
BanditCash (Wallet)New
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, ACA forms, or handling BOI reporting, 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.
Free RetransmissionNew
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.
BanditSearchNew
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)New
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.
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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.
