Tax Filing Software for Mid-Market Companies That Have Outgrown Spreadsheets

Bring your vendor, payroll and benefits data into one filing process for every entity you run. Catch errors before you file, give each team the right access, and stop relying on one person to get year-end done.

Rounded Tick

IRS-authorized e-file provider. SOC 2 Type II.

See TaxBandits with your own
filing setup

Tell us about your entities, forms and data sources. We’ll show you how your year-end process would run on TaxBandits.

No obligation. Our team will follow up about your filing needs.

Built for Mid-Market Companies in Every Industry

Whatever your entities, payees and deadlines look like, TaxBandits fits how you file.
Here are a few of the industries we serve most often.

Property manager reviewing paperwork on site

One entity per property

Real estate and property management

Cover every property entity under one account, with clean vendor details from day one.

Clinical administrators reviewing records

Participants, providers and staff

Healthcare and research organizations

Report every kind of payee accurately, and deliver recipient copies securely.

Site supervisor reviewing subcontractor details

Subcontractors on every job

Construction and field services

Verify subcontractor details before you pay, and skip the paperwork chase later.

Operations team reviewing payee data

Thousands of payees, one deadline

Gig and marketplace platforms

File thousands of payees in bulk, with recipient copies delivered for you.

Firm administrator reviewing documents

Outside counsel, settlements
and vendors

Law firms

Get recipient details right up front, so nothing needs correcting later.

HR team in a planning session

Big headcount, constant turnover

Staffing and professional services

Keep every worker record accurate and file for all of them in one pass.

What Better Filing Looks Like in Numbers

What mid-market companies filing 5,000 to 50,000 forms a year can expect.

About

25%

less time spent on filing

Import once and file in bulk, instead of re-keying data every year.

About

40%

lower cost per form

Volume-based pricing, and no printing or mailing
by hand.

About

60%

fewer rejected or corrected returns

Errors are caught before you file,
not after.

See what your numbers could look like.

Request a Demo

Every Return a Mid-Market Company Files, in One Place

Vendors, employees, benefits and equity, federal and state.

Vendors and contractors

Vendor and contractor reporting

Collect W-9s, check TINs and file 1099s for every vendor.

  • 1099-NEC: Contractor payments
  • 1099-MISC: Rent, royalties and other income
  • Other 1099s: K, INT, DIV, R, S and more
  • W-9: Request and collect online
Vendors and contractors

Employees and payroll

Employee and payroll filing

File wage statements and payroll returns for every location.

  • W-2, W-2c: Wage statements and corrections
  • 941, 940: Quarterly and annual returns
  • 8027: Tip reporting
  • State: New hire, withholding and unemployment filings
Employees and payroll

Health coverage

ACA reporting for large employers

File coverage returns for every employee, with corrections.

  • 1094-C, 1095-C: Employer-provided coverage
  • 1094-B, 1095-B: Minimum essential coverage
  • Corrections: Fix returns filed with errors
  • State: State ACA filing where states require it
Health coverage

Equity and foreign payees

Equity awards and global payees

Report stock plan activity and non-US payments with everything else.

  • 3921, 3922: Stock plan reporting
  • 1042-S, 1042: Payments to foreign persons
  • W-8 series: Collect W-8BEN, W-8BEN-E and more
  • 8809: Extension for information returns
Equity and foreign payees

A Filing Platform Built for How Mid-Market Companies Work

The parts of year-end filing that break at scale, and how TaxBandits handles each.

Data Ingestion

Import once, not every January

  • Accounting integrations: QuickBooks, Xero, Sage Intacct, Zoho Books and FreshBooks.
  • CSV and your own file: Upload in bulk, or use your own template.
  • API: Automate filing from your ERP or payroll system.
Data ingestion
W-9 collection and validation
W-9 Collection and Validation

Collect clean data, and check it before
you file

  • Online requests: Send W-9 and W-8 requests by email, link or QR code.
  • Bulk and PDF import: Request from many vendors at once, or pull data from W-9 PDFs you already hold.
  • TIN Matching: Vendor names and TINs checked against
    IRS records.
  • USPS address validation: Copies reach the right address.
Filing and Distribution

File and deliver in one pass

  • Guided e-filing: Federal and state returns for 1099, W-2 and ACA forms, step by step, in bulk for every entity.
  • Postal mailing: TaxBandits prints and mails recipient copies
    for you.
  • Online access: Recipients view their copies in a
    secure portal.
Filing and distribution
Coverage and support
Coverage and Support

Year-round coverage, with support all
the way

  • Every filing on your calendar: Quarterly payroll returns, year-end 1099, W-2 and ACA returns, extensions and state filings.
  • Free corrections and retransmissions, included in your filing fee.
  • Money-back guarantee if a return can’t be accepted or is
    a duplicate.
  • Live support by phone, email and chat from a US-based team.

One Account for Every Entity and Team

Subsidiaries, locations and brands file under one account, with clear roles for the people behind each.

Every entity, one account

Multi-entity filing

Every entity, one account

File every subsidiary, location and brand under one account, each with its own EIN. Group payers so the right people see the right entities.

Role-based access and activity logs

Access and activity logs

Know who prepared, reviewed and filed

Role-based access limits each person to their entities, and activity logs record every edit, approval and filing status.

Smart Aggregation

Smart aggregation

File fewer, cleaner forms

Smart Aggregation combines eligible 1099-NEC, 1099-INT and 1099-R transactions into one form, while full transaction records stay available for audits.

Customizable reports

Reporting

Answer “where do filings stand?” in seconds

Customizable reports show filings, payments and status by entity and period, on demand or on a schedule.

Branded portal

Branding

Your brand on every recipient touchpoint

Recipients get their copies through a branded portal, and the emails they receive are customized to match your company.

Security Built Around the Data You Hold

Vendor and employee filings carry SSNs, EINs and address details. TaxBandits protects that data from upload to filing.

SOC 2 Type II

SOC 2 Type II

Independent audits of security and data-handling controls.

Encryption

Encryption

Data encrypted in transit and at rest, including personal information.

Multi-factor authentication

Multi-factor authentication

Add a second sign-in step to your account.

Fraud prevention

Fraud prevention

Identity verification and fraud pattern detection.

Defense in depth

Defense in depth

Layered controls across infrastructure, databases and data loss prevention.

A Practical Guide to High-Volume Filing

How to prepare large datasets, validate TINs, deliver copies and handle corrections when you file thousands of returns, not dozens.

  • Preparing large datasets
  • Validation and review
  • Recipient distribution
  • Corrections and filing visibility
Resource guide

Our Trusted Partners & Integrations

Connect with the tools you already use

trusted-partners

Tax Filing for Mid-Market Companies, Answered

TaxBandits covers the returns a mid-market company files across vendors, employees, benefits and equity, federal and state, from one account.

  • Vendors and contractors: 1099-NEC, 1099-MISC and other 1099s, plus W-9 collection
  • Employees and payroll: W-2 and W-2c, 941 and 940, Form 8027, and state
    payroll filings
  • Health coverage: 1094-C and 1095-C, 1094-B and 1095-B, and ACA corrections
  • Equity and foreign payees: 3921, 3922, 1042-S, 1042, W-8 forms and Form
    8809 extensions

State filing is available for 1099, W-2 and ACA forms where states require it.

No. File every subsidiary, location and brand under one account, each with its own EIN.

  • Payer grouping organizes entities by location or business and assigns each group to the right people
  • Role-based access limits each person to the entities they handle
  • Activity logs record who edited, approved and filed each return

Yes. Bring your data in once, in the way that fits your systems.

  • Integrations: QuickBooks, Xero, Sage Intacct, Zoho Books and FreshBooks
  • CSV and your own file: upload in bulk or use your own template
  • API: automate filing from your ERP or payroll system

Check the data before you file, not after. TaxBandits catches the most common causes before a return is transmitted.

  • TIN Matching checks vendor names and TINs against IRS records on 1099 forms
  • W-9 Manager collects forms online and validates each one as it arrives
  • USPS address validation helps recipient copies reach the right address

If a return is still rejected, corrections and retransmissions are included in your filing fee.

TaxBandits is built for high-volume filing, from hundreds of forms to millions.

  • Bulk upload, integrations or API bring large datasets in at once
  • Smart Aggregation combines eligible 1099-NEC, 1099-INT and 1099-R transactions into one form
  • Volume-based pricing lowers the cost per form as you file more

Applicable large employers, generally those with 50 or more full-time employees including full-time equivalents, file Forms 1094-C and 1095-C. The IRS sets eligibility, so confirm your status each year.

TaxBandits supports:

  • 1094-C and 1095-C for employer-provided coverage
  • 1094-B and 1095-B for providers of minimum essential coverage
  • ACA corrections and state ACA filing where states require it

Generally yes. Businesses that file 10 or more information returns in total, counting W-2s, 1099s and other forms together, must file electronically. Most mid-size and mid-market companies exceed that threshold.

TaxBandits is an IRS-authorized e-file provider. Rules can change, so confirm current requirements each filing season.

The IRS is retiring its FIRE system, so files and software built for FIRE need a path to IRIS.

  • IRIS upload lets you file through IRIS from TaxBandits
  • FIRE to IRIS converter helps convert existing FIRE-format files

Check current IRS guidance for the transition timeline.

Learn about the FIRE to IRIS transition

TaxBandits is SOC 2 Type II compliant and protects filing data from upload to delivery.

  • Encryption in transit and at rest, including personal information
  • Multi-factor authentication adds a second sign-in step
  • Fraud prevention with identity verification and fraud pattern detection
  • Role-based access and activity logs limit and record who touches each return

TaxBandits security practices

Account setup is free, and you pay for the filings you make. Pricing is volume-based, so the cost per form falls as you file more.

  • Prepaid credits let you buy in advance at better rates. Credits never expire and work across multiple entities.
  • BanditCash wallet lets you add funds for faster checkout.

Filing more than 1,000 forms? Contact the team for a custom quote.

You aren’t billed again. Corrections and retransmissions are included in your filing fee, and a money-back guarantee covers returns that can’t be accepted or are duplicates.

A US-based support team is available by phone, email and chat, from the first upload through your year-round filings.

Give Year-End Filing a Process That Scales

File 1099, W-2, 94x and ACA returns for every entity you run, with checks
before you file and corrections included.