Tax Filing for Educational Institutions, Without the Workarounds.

Built for K-12 districts, colleges, and universities of any size. File 1098-T, W-2, 1099, 1042-S, and 94x with bulk upload, TIN matching, and corrections built in.

Share your institution’s requirements

Submit your forms, volume, and requirements. Our team will follow up.

No obligation. TaxBandits will follow up about your filing requirements.

Every Form Your Institution Needs in One Place

Whatever your institution reports, it stays organized in one place instead of several.

Colleges and Universities

Simplify tuition statement reporting

Prepare and manage Form 1098-T reporting across large student populations while keeping filing and recipient delivery organized for your Bursar's Office.

  • Bulk preparation
  • TIN checks before submission
  • Recipient copies for students
  • Status tracking per statement
Simplify tuition statement reporting
K-12 and higher ed

Manage year-end and quarterly employee reporting

Bring W-2 preparation and 94x quarterly filings for faculty, staff, and work-study employees into the same platform, with validation, filing, and copy
distribution included.

  • Bulk W-2 upload
  • Built-in validations
  • Employee copy distribution via mail and online
Manage year-end and quarterly employee reporting
K-12 and higher ed

From W-9 to 1099, every vendor accounted for

Collect W-9s online, check each TIN as it arrives, and file 1099-NEC and 1099-MISC from the same vendor list.

  • W-9 requests sent to vendors online
  • TIN matching on each vendor record
  • Bulk 1099 upload from AP exports
  • Vendor copies and filing by entity
From W-9 to 1099, every vendor accounted for
Colleges and Universities

1042-S reporting for foreign recipients

Manage applicable 1042-S NRA reporting for international students and scholars alongside your institution's other information returns.

  • Bulk 1042-S workflow
  • Centralized status tracking
  • Foreign mailing
1042-S reporting for foreign recipients

Why Educational Institutions Choose TaxBandits?

Filing tools are usually sized for a few dozen forms. TaxBandits is sized for thousands, across departments.

Data ingestion

Three Ways to Bring Data In, So Your Team Isn't Stuck With One

Choose the workflow that fits how your institution already manages filing data, from standardized bulk templates to automated
system-to-system transfer.

Data ingestion
Validation built in

Validation built in

Catch TIN mismatches before you file

TIN Matching and data validation run as part of the standard workflow, catching mismatched names and TINs before they turn into IRS notices.

One platform, every recipient type

Students, employees, vendors, and international recipients, in one system

Most platforms are built around one filer type. TaxBandits handles all four inside the same workflow, so your teams aren't maintaining separate tools for separate populations.

One platform, every recipient type
Support beyond filing

Support beyond filing

Filing is only part of it, we're with you after you hit submit

No-cost corrections when a TIN or amount needs fixing, and free retransmission if a return gets rejected, so a filing issue doesn't turn into a separate project for your team.

One Platform for Every Campus, Department, and Filing Entity

Each office brings its own data, forms, and team. Finance gets one view across all of them.

Multi-entity filing

File across every campus and affiliated entity from one account

Manage separate campuses, foundations, and affiliated organizations while keeping filing oversight in one place.

multi-entity-filing

Bulk filing

Built for the volume a real institution files

Process large student, payroll, vendor, and international return batches through one
filing workflow.

Bulk filing

Team management

Give every office its own access without losing oversight

Let Payroll, the Bursar's Office, and Accounts Payable work in their assigned areas while administrators retain visibility.

Team management

Enterprise infrastructure

Built for how large institutions actually operate

Audit trails, API access, and dedicated support provide the operational controls institutions need around
high-volume filing.

Enterprise infrastructure

Security Standards Your IT and Procurement Teams Expect

Campus IT, procurement, and accessibility offices review vendors against set standards. TaxBandits is ready for each.

SOC 2 Type II

SOC 2 Type II

Independently assessed security controls, available for your risk and compliance review.

HECVAT

HECVAT

Completed Higher Education Community Vendor Assessment Toolkit documentation for your procurement office.

Penetration Testing

Penetration Testing

Third-party security testing reports available for IT security review.

VPAT / ACR

VPAT / ACR

Accessibility conformance documentation supporting Section 508 and ADA compliance reviews.

FERPA-Aligned Data Handling

FERPA-Aligned Data Handling

Data handling practices built around the sensitivity of student records for your FERPA compliance review.

A Practical Guide to High-Volume Filing

Practical guidance for filing at high volume: preparing large datasets, validating before you submit, delivering recipient copies, and handling corrections.

  • Preparing large datasets
  • Validation and review
  • Recipient delivery
  • Corrections and filing visibility
High-Volume Filing Guide

Our Trusted Partners & Integrations

Connect with the tools you already use

trusted-partners

FAQ

Frequently asked questions

TaxBandits supports a broad range of information returns used across education, including Form 1098-T,
W-2, 1099-series forms, Form 1042-S, and the 94x series, along with applicable state filings.

Yes. TaxBandits supports bulk filing workflows built to handle large student populations, whether that's a few thousand students or tens of thousands.

Yes. TaxBandits supports multiple information return types so institutions can manage several year-end reporting workflows within the same platform.

Yes. TaxBandits supports the 94x series, including Form 941 and Form 940, along with applicable state payroll forms, alongside your institution's other filings.

Yes. TaxBandits supports a standard CSV template, Smart Upload for existing file formats, and API-based workflows, depending on how your team prefers to move data in.

Yes. TaxBandits provides API capabilities for institutions that want to connect directly to their ERP or SIS and automate filing data transfer.

Yes. TaxBandits supports filing across multiple EINs, so institutions with multiple campuses or affiliated entities can manage filings from one account instead of several.

TaxBandits offers no-cost corrections and free retransmission if a return is rejected, so a filing issue doesn't become a separate manual process for your team.

Bring Every Filing Obligation Into One Platform

See how TaxBandits supports 1098-T, W-2, 1099, 1042-S, and 94x reporting for student, payroll, vendor, and international populations,
across every campus, department, and filing entity your institution manages.