How TaxBandits Speeds Up Your BOI Reporting with Bulk Upload?
Save Time and Efforts
Bulk uploading data significantly expedites the reporting process, saving time and effort, especially for high-volume filers.
Auto-generate BOI Reports
Our system will auto-generate draft reports based on the data you upload. You can review them, complete any missing information, and submit.
Invite Beneficial Owners & Company Applicants
Upload reporting company details and invite beneficial owners and company applicants, allowing them to complete their data via a secure URL.
AI-Powered ID Upload
Upload all required identification documents in a zip file, and our AI system will automatically extract the data for you.
Validate Uploaded data
Our system will validate the imported BOI data, allowing you to identify and fix any errors and ensure compliance with BOI requirements.
Address Book
All the data you upload will be securely stored in the Address Book, which you can easily access during future BOI filings.
How to Import BOIR Data Using Our CSV Template?
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Step 1:
Download our standard CSV Template and fill in the necessary information.
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Step 2:
Log in to your TaxBandits account, start a new BOI report, and upload the file.
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Step 3:
Preview the imported data and fix any errors.
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Step 4:
Upload the identification documents for each beneficial owner and company applicant.
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Step 5:
Review the summary and proceed to submit the reports.
