TaxBandits Reports: Your Complete Toolkit for
Smarter Filing
Get all your tax filing insights in one place
Data-Informed Filing & Status Reports for
Seamless Compliance
Get the insights you need to maintain a streamlined process confidently.
Business Filing Report
Download a comprehensive summary of forms filed for each business (payer) linked to your account, detailing the number of forms filed federally, with states, sent by postal mail (domestic or international), and accessed through the online portal.
State Filing Report
The state filing report provides a detailed summary of all 1099, W-2, and ACA forms submitted to state agencies on behalf of your clients. It tracks the filing status, whether the filing was made directly or through the CF/SF Program.
Payer Status Summary Report
Summarizes federal and state filing statuses for each recipient under each payer. This includes TIN matching, address verification, business validation status, and recipient distribution statuses such as ‘In Transit’, ‘Email Sent’, or ‘Bounced’.
Activity Log Report
Offers a detailed summary of all account actions, including user logins and system events. It can be exported as a CSV file for activity review and recordkeeping.
Recipient Filing Status Report
Tracks whether each recipient's form has been submitted to the IRS, SSA, and the necessary state agencies. It shows the statuses of TIN Matching, Address Verification, and Business Validation.
Track and Fix Errors to Stay Filing Compliant
Resolve filing issues quickly with error corrections and clear guidance
Accepted With Errors Report
Highlights records accepted with errors, such as invalid or mismatched TINs and business validation issues that require correction. It provides full details, including payer and recipient info, and form type.
Rejected Forms Report
Lists all forms rejected by the IRS or SSA to help you track unsuccessful filings. This includes specific rejection reasons, such as an invalid Payer TIN or excess tax withheld, enabling you to identify and rectify the underlying issues.
Payer Rejection Report
Highlights forms that were rejected due to invalid or incorrect Payer TIN. It provides details of the payer name, TIN, and group, offering insights to help identify issues and ensure timely correction and resubmission.
Not Filed Payers Report
Lists payers for whom you have not filed forms for the specific tax year. This includes key details like payer name, TIN, reference number, group, and address for easy follow-up and verification.
Voided/Corrected Report
Lists corrected or voided forms, including key details such as payer and recipient names, TINs, form and correction types(corrected/voided), and confirmation numbers, helping you track changes and ensure accurate record-keeping.
Ensure Accuracy with Smart Verification Reports
Stay ahead of filing errors with automated reports that verify payer and recipient addresses, as well as TINs.
Payer Address Verification Report
Shows the USPS verification status of payer addresses, indicating whether each address is valid, failed, not verified, or marked ‘NA’ for foreign addresses, helping ensure mailing accuracy and compliance.
Recipient Address Verification Report
Displays the verification status of recipient addresses to ensure accurate filing, indicating whether the address verification was successful, unsuccessful, or not yet verified. For addresses outside the U.S., the status is shown as ‘NA’.
Recipient TIN Matching Report
Shows status whether recipient TINs match IRS records, includes payer details and order IDs for tracking, and displays statuses such as 'Success', 'Failed', or 'In Progress' to identify and correct issues before filing.
Gain Clarity with Comprehensive Credit Reports
Track and manage your credit usage with ease, avoid delays, and keep your filing operations running smoothly.
Payer (Business) Credit Report
The payer (business) credit report tracks credit purchases and usage for services like USPS verification and TIN matching. It includes transaction details with timestamps and user info, and ends with a summary of credits added, used, and remaining.
Credits History Report
Provides an overview of all credits purchased and used in your account, including services like federal and state e-filing and postal mailing. It helps you foresee credit needs and maintain smooth operations during peak filing periods.
Stay Organized with Recipient Copy
Distribution Reports
Easily track and manage the delivery status of recipient copies to stay compliant and organized.
Postal Mailing Report
The postal mailing report provides an overview of the delivery status for tax forms sent by mail, allowing you to track updates such as ‘In Transit’ or ‘Delivered’, view recipient details, and download a summary report for record-keeping purposes.
Online Access Report
Provides insights into how recipients accessed their forms via a secure online portal, tracking who viewed them, the date and time, as well as the form status—unviewed, viewed as a PDF, or downloaded to a device.
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