BanditAI
Trusted by Leading Payroll & Compliance Experts
The Industry’s Only 940 Schedule R Filing Solution — Over a Decade of Expertise
Only a few providers support 940 Schedule R filing —and TaxBandits stands apart as the most trusted, accurate, and compliance-ready solution. Enterprises, CPEOs, PEOs, and Section 3504 agents use TaxBandits to deliver flawless Schedule R submissions year after year.
Or call us at (704) 684-4758 for customized pricing.
Scale Without Stress
Manage aggregate filings for hundreds—or thousands—of clients without slowing down. TaxBandits keeps even the most complex Schedule R workloads smooth, organized, and error-free.
Data Imports Made Simple
Skip the work of collecting and consolidating payroll data from multiple systems. Upload client details and payroll data instantly with flexible import options that fit your current workflow.
File Confidently & Stay Compliant
Our platform is built on enterprise-level IRS compliance and security standards, ensuring every Schedule R you file is accurate, validated, and protected—giving your firm complete peace of mind.
Or call us at (704) 684-4758 for customized pricing.
Your Complete 940 Schedule R Workflow—Simplified
Seamlessly import client data
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Simple Data Input
Enter client FUTA details directly—perfect for small-volume or quick entries.
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Bulk upload (Excel)
Upload all 940 Schedule R client data at once using an Excel template to save time and simplify multi-client filings. Download Template
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API integration
File directly from your software by integrating with our API. Explore More
Accuracy and efficiency built in for a seamless workflow
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Accurate data checks
Your 940 Schedule R data is automatically validated to identify errors and prompt instant fixes before filing.
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Built-in reconciliation
We reconcile Schedule R totals with Form 940 automatically, ensuring all FUTA allocations match IRS requirements.
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Easy signature options
Easily e-sign using Form 8453-EMP or an Online Signature PIN. Need a PIN? Request one for free in minutes.
Improve your filing experience—TaxBandits makes Schedule R simple, accurate, and stress-free.
Pro Features Designed for Aggregate Filers
Team Management
Add unlimited staff to your account and assign roles—like preparer, approver, or transmitter—to keep your 940 Schedule R workflow organized and efficient.
Client Management
Give clients a secure, branded portal where they can review FUTA details, e-sign documents, add observations, and monitor their 940 Schedule R filing status with ease.
Email Customization
Personalize the sender name and “From” address on all emails to match your firm’s branding, building trust and clarity across every client interaction.
Automate Schedule R Filings Seamlessly with Our Developer-Friendly API
Your Complete Toolkit for Easy Integration
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Free developer account
Get started at no cost with access to all developer tools and resources.
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Clear Documentation
Our API comes with comprehensive documentation with clear instructions that illustrate how endpoints are used to create, update, validate, and e-file
tax forms.
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Open SDK libraries
TaxBandits offers SDK libraries in various programming languages that help you use our API.
Connect your system to our API and simplify tax compliance instantly.
What You Need to File Form 940 Schedule R Online
Ensure you have these details ready before you start filing, for a smooth and timely e-file experience:
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1. Your Firm Details
- Your legal business name and EIN
- Tax year you’re filing for
- File type (CPEO, Section 3504 Agent, or other third party)
- Contact information (address, phone number, and email)
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2. Aggregate FUTA Data
- Total FUTA wages and taxable FUTA wages for all clients combined
- FUTA tax calculations based on wage thresholds and credit reductions (if applicable)
- Form 940 Schedule A information (if you're a multi-state employer or have employees in credit reduction states)
- Form 8453-EMP (if required for e-signature authorization)
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3. Client-Specific Information (for each client included in Schedule R)
- EIN and legal business name
- Total payments to each employee subject to FUTA
- Taxable FUTA wages for each client
- FUTA tax liability allocations
- State(s) in which wages were paid (for credit reduction accuracy)
Need Help Bringing in Your Clients’ Data?
Our support team can help you get set up with bulk imports or API integration.
How to File Form 940 Schedule R Online with TaxBandits?
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Step 1: Complete Aggregate Form
Select the tax year and filer type (CPEO, Section 3504 Agent, or other third-party filer). Enter the aggregate FUTA wage data for all clients under your EIN, including taxable FUTA wages and any credit reduction details.
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Step 2: Complete Client Details & Validate
Enter each client’s FUTA wage information manually or import in bulk via Excel. TaxBandits automatically validates client allocations and reconciles totals with Form 940 to ensure accuracy and IRS compliance.
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Step 3: Review & E-File Securely
Review all totals using the Reconciliation Summary, get comments from clients through the client portal if needed, and then authorize and securely transmit your Form 940 and Schedule R to the IRS.
Proven Results From Professionals Who File at Scale
See how TaxBandits helps experts like you simplify complex filing workflows.
Simple, Transparent Pricing
Scale your filing easily with pricing that adjusts to the number of Schedule R lines you need.
Advantanges of Choosing
Our Software
- Includes Schedule A, 8453-EMP
- Free retransmission of rejected returns
- Customizable client portal
- World-class support from sign-up to acceptance
Pay as You Go
$9.95/Form
+$1.00 /per Schedule R line
No Subscriptions. No hidden fees.
Just simple, straightforward pricing.
For high-volume filing, call us at (704) 684-4758 for customized pricing.
Frequently Asked Questions
What is Schedule R (Form 940)?
CPEOs and agents of home care service recipients approved by the IRS under section 3504 are required to attach Schedule R (Form 940) to Form 940, Employer’s Annual Federal Unemployment (FUTA) Tax Return. Schedule R simplifies the aggregate reporting process by allocating aggregate wages, taxes, credits, deposits, and payment amounts to be reported on Form 940.
CPEOs can file the returns listed on Form 8973, and are generally required by the IRS to file their Schedule R electronically. Section 3504 Agents can file the returns listed on their Form 2678 appointment. Aggregate filers can use their own EIN to file a single Form 940 for all of their clients via Schedule R, along with those clients’ respective FUTA wage and tax liability information.
Apart from CPEOs, Aggregate Form 940s for home care service recipients are filed by agents (approved by the IRS under section 3504 through Form 2678, unless you are a state or local government agency acting as agent).
What is the deadline to file Form 940 Schedule R?
The deadline for filing Form 940 Schedule R is January 31.
If you fully deposited all your FUTA tax when it was due, you have until February 10 to file Form 940.
What are the penalties for failing to file Schedule R (Form 940)?
Generally, the CPEO is solely responsible for paying the client's employment taxes, filing returns, and making deposits and payments for the reported taxes. IRC Section 3504 Agents and their clients are both responsible for paying their employment taxes, filing returns, making deposits and payments for the reported taxes.
Late-deposit penalty amounts are determined using calendar days, starting from the due date of the liability.
What happens if Schedule R (Form 940) is required but not filed or filed incorrectly?
If you are an aggregate filer (such as a CPEO or Section 3504 agent) and you do not include Schedule R when filing Form 940, the IRS will not be able to match the total FUTA amounts to each of your clients. This can cause processing delays, notices, or requests for more information.
If Schedule R is filed with mistakes such as client totals that do not match the amounts reported on Form 940, incorrect EINs, or missing client information the IRS may treat the return as incomplete. This can lead to delays, rejected forms, or the need to file a corrected Schedule R.
Have more questions? Get additional Schedule R support here.
File Form 940 Schedule R Electronically with TaxBandits
- Quick & Secure Processing
- Instant Status Updates from the IRS
- Bulk Upload using Excel Templates
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Sign using 8453-EMP or
Online PIN
Helpful Resource for Form 940 Schedule R
Success Starts with TaxBandits
Your Exclusive Tax Filing Partner!
