Xero Help Center

1. What can I do with Xero Integration?

With TaxBandits, you can securely import your 1099 report(s) from your Xero account. You will be able to update any information on your 1099 Forms, e-file them, and transmit them to the IRS.

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2. How do I set up my Xero Account to import my 1099 Reports?

In order to get started, turn on your 1099 Reports in your Xero account by going to Reports -> All Reports -> 1099 Reports. Makes sure this option is turned on for all applicable organizations.

In order to generate the 1099 report, the 1099 rules for each organization need to be set up for the vendors.

Add the vendors for your organizations, create bills for each vendor, and pay for each bill. After you’ve completed these steps, your 1099 reports will be available.

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3. How do I import 1099 reports from Xero?

• Step 1: Register With TaxBandits

  Register with your contact information on TaxBandits.

• Step 2: Start a New Form in TaxBandits

  Sign into TaxBandits and click “Start New Form.” Choose 1099-NEC/MISC and select Xero under Import Options.

• Step 3: Enter Your Xero Data

  You will be redirected to Xero. Enter your Xero credentials and choose the organization whose 1099 report you want to import.

• Step 4: Update Organization Information

  Once you are back in TaxBandits, re-enter the organization’s EIN. Check to make sure the address, phone number, and email are correct.

• Step 5: Xero Preview Page

  After updating the organization details, you will be directed to a landing page and given the options to either “Disconnect Xero and Continue Filing” or “Import Another Organization From Xero.” If you are ready to continue filing your 1099 Forms with TaxBandits, choose the “Disconnect” option.

• Step 6: Continue Filing

  After you disconnect from Xero, you’ll arrive at the TaxBandits dashboard, where you can view your employees and their account information. From here, you can continue to transmit and pay for your forms.