Innovation Never Sleeps at TaxBandits

Schedule Filing Improvements

Edit, update, or cancel scheduled filings

You now have full control over your scheduled filings. Make changes, update data, or cancel submissions before they’re sent—giving you more flexibility and peace of mind.

Bulk Upload Flow Enhancements

Simplified templates for faster uploads

Our improved bulk upload process features cleaner templates, better error handling, and a smoother step-by-step flow. Upload large volumes of payer and recipient data with greater accuracy and less rework.

Tax Year Acceptance for 1099 & W-2 Forms

Stay compliant with updated IRS instructions

We’ve added all IRS-mandated updates for 1099 and W-2 forms for the 2025 tax year. These changes are now fully supported across the platform, ensuring your filings meet the latest requirements.

Mobile App for W-9/W-8 Requests

Request forms anytime, anywhere

You can now request, track, and manage W-9/W-8 forms directly from our mobile app. Designed for convenience, it helps you collect recipient details faster—whether you're at your desk or on the go.

Customizable cover letters for 94x PDFs

Make every 94x document you share with clients look polished, professional, and unmistakably yours.

With our new Custom Cover Letter option, you can now attach a fully personalized cover letter when downloading transmitted 94x PDFs. Add your firm’s logo, include branded messaging, share important notes, or provide client-specific instructions—all in one place.

Bulk W-9 Download

Export recipient data at the click of a button

Easily download completed W-9 PDFs of all your recipients in one consolidated ZIP file for quick access.

Link W-9s to Multiple Businesses

Cut down the time spent on duplicate requests

If a recipient is associated with multiple businesses, you don’t have to send separate W-9/W-8 requests. Instead, you can collect once and link those recipients to corresponding payers.

W-9 Verification Bundle

To ensure the accuracy of your recipients’ W-9 data, enable our built-in validation services, which include:

• TIN Matching: Checks the recipient’s TIN and name combination against IRS records for accuracy.
• USPS Verification: Validates the recipient’s address using the official USPS database.
• Tax-Exempt Organization Check: Confirms whether the recipient is listed as a tax-exempt organization with the IRS.

W-8 Verification Bundle

Validate your foreign recipients’ data to ensure accuracy before you file tax forms for them.

• OFAC Sanctions Check: Screens the recipient against U.S. government sanctions lists.
• GIIN Validation: Verifies the Foreign Financial Institution’s GIIN against the IRS FATCA list.
• Tax Treaty Benefit: Checks whether the recipient qualifies for reduced withholding under an applicable
  tax treaty.

State Only Filing for W-2 Form

File W-2s directly with state agencies without federal submission

TaxBandits lets you file W-2 forms directly with state agencies, even if your federal filings are already complete. This ensures you remain compliant in every state where reporting is required—all with a simple, secure, and efficient process.

Postal Mailing + Online Access (10% Off)

Distribute recipient copies faster and safer, while saving on fees

Choose our new combined delivery option to send recipient copies by both mail and online access. This dual approach ensures every recipient receives their form safely and on time—while you save 10% on distribution costs.

Enhanced Schedule Filing

Take complete control of the transmission of your forms

Our enhanced Schedule Filing feature gives you complete flexibility. After scheduling the filing, you can edit forms as needed before the scheduled date. Plus, if your filing plans change, you can reschedule the filing date, or cancel the scheduled filing and choose to e-file immediately–whichever works best for you.

Tax Notice Management

Stop stressing over IRS notices

• Get clear guidance on any IRS notice you received—upload, understand, and resolve it with confidence, all for FREE. (50+ Notices)
• Plus, we offer end-to-end support for the CP259 notice, from understanding the issue to preparing and mailing the response letter to the IRS on your behalf.

Free Payroll

Run payroll with ease—at no cost

Free Payroll lets you manage employee pay runs, calculate taxes, and generate payroll summaries without any software fees. With automated calculations and a simple workflow, you can process payroll accurately and stay compliant—without the complexity or cost of traditional payroll tools.

Option to Upload Completed W-9/W-8 Forms

Turn existing W-9/W-8s into digital data

Already have W-9 or W-8 forms on file? Upload them directly into TaxBandits and let our AI extract the details into our system. You can use this information (saved in your Address Book) for year-end filings as needed.

TaxBandits W-9/W-8 Chrome Extension

Request W-9s without leaving the page you’re on

The W-9 Chrome extension integrates into your daily workflow to let you request, collect, and manage forms while working with your recipient or payer data online.

Free USPS Address Validation

Ensure forms reach the right address every time

Incorrect addresses may result in late or lost recipient copy delivery. That’s why TaxBandits ensures that every address entered is verified against the USPS database at no cost, so that recipient copies reach the right destination the first time.

Smart Review

Catch errors before you file

Smart Review audits your forms before submission, flagging potential compliance issues and suggesting fixes. By catching mistakes early, you save time, avoid costly rejections, and file with the confidence of knowing your returns are accurate.

Custom Reports

Get insights that match your workflow

TaxBandits has introduced the following reports in addition to its existing suite of reports:

• Payer Address Verification Report
• Not Filed Payers Report
• Recipient Address Verification Report
• Payer Status Summary Report
• Recipient TIN Matching Report
• State Filing Report
• Rejected Forms Report
• Recipient Filing Status Report

Tailored Tax Pro Onboarding

Onboard faster as a tax professional

When creating your PRO account, you’ll be guided through a simplified onboarding process. By choosing your filer type and entering key details upfront, your account is tailored to your needs and lets you quickly start filing.

No Cost Corrections for W-2 State Filings

Correct W-2s without added costs

If your original W-2s were filed with TaxBandits, you can make state corrections at no additional charge. Even if they were filed elsewhere, you can still make corrections at a standard fee—helping you keep your records accurate.

Integration with Karbon Accounting Software

Connect Karbon to save time on data entry

If you have an account with Karbon accounting software, you can easily connect it with TaxBandits to automatically import your client data. This eliminates manual data entry, reduces errors, and speeds up your filing process.

Branded Client Portal for 94x Signature

Offer clients a seamless e-signing experience

Give your clients a professional experience with a branded portal where they can log in, review their 94x returns, e-sign 8453-EMP, and communicate securely with your team—all under your firm’s branding.

Bulk Download Option for 94x Forms

Download multiple forms with one click

Save time by downloading multiple 941 or 940 returns at once, and organize your downloads by grouping by business or form type. This new feature helps you keep your tax records neat and accessible when you need them.

Multi-E-Sign Option for 94x Forms

Complete your signature process in just a few steps

Send e-signature requests for multiple 94x forms to different clients in a single step. Once your clients have signed, you can review and apply your e-signature across all those returns at once—eliminating repetitive steps and saving valuable time.

Flexible PDF Download Options for Clients

Let your clients download their form copies the way they prefer

In the Client Portal, you can enable your clients to download all their tax forms in a single consolidated PDF for easy recordkeeping and streamlined recipient distribution.

New Reports

Spot gaps and risks with new reports

TaxBandits’ four powerful new reports are designed to give you better visibility, improve data accuracy, and support smarter filing decisions:

• Payer status summary report
• Payer address verification report
• Recipient address verification report
• Recipient TIN matching report

No Cost Amendments for 94x Forms

Correct your errors on 941 returns at no additional cost

When mistakes happen, we’ve got you covered. You can now stay IRS compliant by quickly amending your 94x returns (941, 940, 945) filed through TaxBandits at no additional cost.

Own File Upload for Bulk 1099-INT Filing

Eliminate manual entry and ensure faster submission

Instead of entering data manually, upload your own CSV file for 1099-INT returns. Map your data to the respective fields, review the summary, and continue filing in minutes—making high-volume filing easier and more accurate.

Bulk Corrections for 1099-SA, 1099-S, 1099-C, and 1099-INT

Correct your 1099s easily through a CSV file

In addition to existing forms, the bulk correction option is expanded to Forms 1099-SA, 1099-S, 1099-C, and 1099-INT. You can export accepted 1099 filings as a CSV, make corrections directly in the file, and upload it back to TaxBandits. This streamlined process lets you fix multiple records at once and complete corrections much faster than handling each form individually.

Correction Support for 1042-S, 1099-Q, and 1098-E

Fix your errors quickly and ensure compliance

TaxBandits supports e-filing of corrections for these forms in addition to existing forms. With correction support built into the same platform where you file, you can resolve mistakes quickly and keep your compliance process consistent without relying on outside workarounds.

E-filing Support for 1098-F, 1099-QA, and 8027

Stop switching platforms—file all your IRS forms in one place

In addition to the existing suite of forms, TaxBandits supports e-filing for Forms 1098-F, 1099-QA, and 8027. With more forms covered, you can handle a wide range of compliance requirements from a single platform, saving time and keeping your filing process consistent.

Enhanced Bulk Upload for Form 1042-S

Efficient data import, faster e-filing

You can now upload the 1042-S data, either using your own file or our standard CSV template. This flexibility makes high-volume 1042-S filing for multiple recipients across payers easier to handle.

Correction Support for 5498 Series, 3921, 3922, 1099-SA, 1099-LTC, and 1099-A

Fix your errors quickly and ensure compliance

TaxBandits supports e-filing of corrections for these forms in addition to existing forms. With correction support built into the same platform where you file, you can resolve mistakes quickly and keep your compliance process consistent without relying on outside workarounds.

Bulk Corrections for W-2 and 1099-MISC

Correct your forms easily through a CSV file

You can export accepted filings as a CSV, make corrections directly in the file, and upload it back to TaxBandits. This streamlined process lets you fix multiple records at once and complete corrections much faster than handling each form individually.

Enhanced Team Management

Work smarter with role-based team management

TaxBandits' Team Management feature allows tax professionals to streamline tax filing processes by collaborating with team members and assigning roles with varying levels of access and responsibility. This increases reporting efficiency by enabling team members to understand their responsibilities.

New Distribution Method: Postal Mailing + Online Access

Never worry about missed recipient copy deliveries

Our enhanced distribution option combines postal mailing with secure online access. Recipients get physical copies when needed, plus lifetime online access to download their forms. This dual method helps recipients get their copies, reducing delivery issues and support requests.

Enhanced Online Access

Fewer lost forms, more peace of mind

The online access provides recipients with lifetime access to a secure online portal, allowing them to view and download their form copies at any time.

New Data Import Options

Reduce manual entry and filing errors

You have more ways to import tax data: upload CSV files, connect Google Sheets, or copy and paste directly. Bulk uploads are simplified, and you can add or edit payer/recipient details while filling forms—making the filing process faster and more accurate.

Welcome Dashboard

Start faster with clear next steps

A redesigned dashboard greets you at sign-in with quick links to your most common actions. Whether it’s filing a form, requesting a W-9, or managing clients and team members, you can get where you need to go right away.

Enhanced Form Summary

Review everything before you submit

The Form Summary page separates federal, state, and recipient copy distribution into dedicated tabs. This gives you a clearer view of your filing progress and ensures nothing gets overlooked before submission.

1099/W-2 ‘All Payers’ Dashboard

Track every payer in one place

A centralized dashboard displays filing activity across all payers in your account. You can quickly see which forms are submitted or pending, along with the last modified date—helping you stay organized and informed at a glance.