Create a TaxBandits account for e-filing

To use 1099 e-filing powered by TaxBandits, create a TaxBandits account. It's recommended to set up the account before you create a batch of 1099 forms for e-filing. After you create the account, you can create a batch of 1099 forms to send to theTaxBandits account for e-filing. There, you will manage, review, and submit 1099 information to the IRS.

How you set up your TaxBandits account depends on how many people in your organization will be using this feature.

After you log in to your account, you do not have to log in again for another 30 days as Sage Intacct remembers your login.

Multiple users e-filing 1099s with TaxBandits

If you want multiple users to be able to view and act on each other's 1099 batches, create one TaxBandits account for your company. You can only act on batches within accounts that you have login information for.

The person who creates the account is the admin user. As the admin, add users as Staff Members.

Staff members receive invitations by email and create their own unique login credentials. When logged in using these credentials, staff members can view and act on the same batches of 1099s for that account.

Read the TaxBandits Knowledge Base article for more information.

When you create an account before you accept an invitation, TaxBandits creates an admin profile in that account. After you accept the invitation, TaxBandits adds a staff member profile. The conflict between these two profiles means you cannot send 1099 batches from Sage Intacct to TaxBandits.

If you have not yet e-filed any forms with the IRS within TaxBandits, contact TaxBandits support and ask them to delete the admin profile from your account. Your staff member profile remains active so that you can create, edit, and view batches.

If you have any of the forms have a status of Transmitted/Accepted in TaxBandits, customer support cannot delete your admin profile. In this case, ask the person who created the staff account to add you as a staff member using a different email address. This allows you to create new batches and view the batches created by other staff members. However, only you can view the forms you transmitted, using the original account.

A single user e-filing 1099s with TaxBandits

If you are the only one who to needs view, edit, or e-file the batches of 1099 forms, create your own single-user account in TaxBandits.

E-filing as a staff member for multiple accounts

If you are a staff member for multiple accounts using the same login credentials, there are limitations on what you can do:

  • You can view and edit batches of 1099 forms submitted by other staff members from within TaxBandits.

  • You cannot create, view, or edit batches of forms within Sage Intacct.

To view batches, go to your TaxBandits dashboard and select the staff member account you want to use. From there, you can view submissions prepared by other staff members.

To create batches within Sage Intacct, ask the person who created the staff account to add you as a staff member using an email address not associated with a TaxBandits account.

Changing accounts

If you have multiple TaxBandits accounts and are currently logged into the wrong one, you can change the account before you submit a batch to TaxBandits.

Next step

Create a batch of 1099 forms to send to your TaxBandits account.