BanditAI
Turn your 94x filings into a complete client experience
Include a cover letter with every 94x filing you share. Add your firm's logo, customize your message, and let clients know exactly what was filed and what comes next.
Exclusively for
Exclusively for
Paid Preparers
CPAs
EROs
Reporting Agents
THE GAP WORTH FIXING
Your clients trust you.
Not a filing system.
After filing, your client receives their form copy that looks like it came
straight from a government portal. No context, no warmth, no you — just
form data. That's a missed opportunity.
Your firm isn't on it
The form carries the IRS's structure, not yours. No firm name, no logo, no contact info — your client has no way to tell it came from someone who had their back.
Clients don't know what it means
A 94x form copy isn't self-explanatory. Without context, clients are left wondering whether everything went through, what the numbers mean, and what they're supposed to do with it.
No guidance on what comes next
Record-keeping, next deadlines, what to watch for — none of that lives on the form. If you don't say it, they don't know it.
It feels transactional
Clients who feel like they're just getting a form processed are easier to lose. Clients who feel informed and taken care of stick around — and refer others.
WHO IT'S FOR
Built for tax pros who file
94x on behalf of clients
If you prepare and file 941, 940, or 944 for multiple businesses,
this feature works across your entire client list — one template, every delivery.
Paid Preparers
Prepare and submit 94x forms on behalf of client businesses every quarter. Deliver branded form copies with a cover letter that keeps every client informed.
CPAs & EAs
Manage payroll tax compliance across a full roster of business clients. Give each filing a professional finish with your firm's name and message attached.
Electronic Return Originators
Originate and transmit high volumes of electronic 94x returns at scale. Attach a personalized cover letter to every form copy, automatically, every time.
Reporting Agents
File 94x forms for multiple employer clients at once. Send each client a polished form copy that reflects your firm, not just the IRS.
This feature is exclusively available for 94x form filings. Available in Tax Pro accounts on TaxBandits.
ONE SIMPLE ADDITION
Attach a personalized cover letter to every 94x form copy
Before you file, enable the client letter and customize it as needed. Once you complete the 94x filing, your form
copy is ready with the cover letter already part of it. Download as PDF and share with your client.
WHAT YOU CAN DO
Make the cover letter yours
The cover letter starts as a blank canvas. Here's what you can add to it.
Write your own message
Type whatever you want your client to read — a summary of the filing, a note about next steps, a reminder to hold onto records. Your words, not a preset template.
Add your firm's logo
Upload your logo and it appears at the top of the letter. Your client sees your firm, not a generic header.
Let variables do the personalization
Insert placeholders like {{Business Name}} or {{Form Name}} into your message. The system fills them in with the right client data each time — so one letter works for every client without rewriting it.
Set it once, forget it
Save your letter and it attaches automatically to every 94x form copy going forward. You only come back if you want to change something.
Start sending 94x form copies your clients
will actually appreciate.
Enable the client letter, customize it in minutes, and every 94x you file from
here on comes with a cover letter that carries your firm's name.
- IRS Authorized e-file provider
- One setup applies to all clients
- Included in Tax Pro accounts