Premier E-filing Solutions for
Reporting Agents
- Staff Acces with Roles (Preparer, Approver, or Transmitter)
- Manage all client filings in one secure application.
Requirements and Authorizations for
Reporting Agents
Authorization Form 8655:
Form 8655 authorizes a reporting agent to sign and file tax returns, as well as handle deposits and payments.
New 2024 requirements that impact reporting agents:
- Starting with tax year 2023, previous Form 940-PR filers will now use Form 940. Additionally, they will have the choice to file the new Spanish language Form 940 (sp)
- Starting with the first quarter of 2024, previous Form 941-SS filers will transition to filing Form 941, tailored for their use in the revised version issued for this quarter.
TaxBandits Supports Forms that Reporting Agents Need:
94x Forms
- Form 941
- Form 940
- Form 941 Sch R
- Form 941 SP
- Other 94x
1099 Forms
- 1099-NEC
- 1099-MISC
- 1099-K
- Other 1099s
W-2 Forms
- W-2
- W2-PR
- W-2C
State Filing
- 1099
- W2
Streamlined E-filing Solutions Tailored to Reporting Agents
Bulk Data Imports
Eliminate manual entry with our user-friendly Bulk Upload option, simplifying the import of client data.
Online Signature PIN / 8453-EMP
Gain authorization to file Form 941 using your online signature PIN (RA 5-digit PIN) or Form 8453-EMP.
Pay IRS Balance Due
TaxBandits offers solutions for paying taxes due and deposits using EFTPS, EFW, or choose to pay by check or money order.
Supports Postal Mailing
Opt-in to TaxBandits’ Postal Mailing services to have copies mailed to your clients for their recordkeeping needs.
Exclusive PRO Features - for Reporting Agents
Client Management
Client Management tools empower reporting agents to efficiently manage their clients. They enable you to invite clients to a separate portal and communicate with them regarding any tax filing-related questions.
Staff Management
Staff Management enables reporting agents to optimize their workflow. You can securely invite an unlimited number of staff members to access your account and assign them roles as needed to fulfill their filing responsibilities for your clients.
Automated Reports
TaxBandits offers robust reporting tools that provide insight into your clients’ filings, your team’s account activity, and more, improving organization and streamlining filing efforts for your business.
Record Keeping
In compliance with IRS regulations, all form copies are securely stored on our HIPAA-compliant server for up to 7 years. You can conveniently access your TaxBandits account at any time to download or print copies.
E-Filing your Forms with
TaxBandits is easy!
Add RA Information
Choose Forms
Review Forms
Enter Tax Deposit Details
E-sign using Online signature RA PIN or 8453 EMP
Transmit to the IRS
Affordable Pricing that fit your need
Bulk Pricing
TaxBandits provides exclusive volume-based pricing, allowing Reporting Agents to electronically file payroll forms in bulk for their clients at discounted rates. As the number of forms filed increases, so do the savings!
Prepaid Credits
Reporting Agents have the option to purchase prepaid credits in advance through their TaxBandits account, eliminating the requirement for separate payments for each filing. This feature is particularly effective for managing multiple clients.
Connect with
The TaxBandits Support Team
Our team is here to help you by phone, email, and live chat
