Create a TaxBandits account for e-filing

To e-file 1099 forms using TaxBandits, create a TaxBandits account. Go to TaxBandits to create your account.

Create the account before you create and send 1099 batches from Sage Intacct. After you create the account, you can:

  • Send 1099 batches to TaxBandits for filing

  • Review and submit forms to the IRS in TaxBandits

Choose how to set up your account

Set up your TaxBandits account based on how your organization manages 1099 e-filing.

Company account with multiple users

Use a single company account if multiple users need to access the same 1099 batches.

  • One user creates the account and becomes the admin

  • The admin adds users as staff members

  • Staff members can view and work on the same batches

Staff members receive an email invitation and create their own login. Read this TaxBandits Knowledge Base article for more information.

Accept the email invitation from TaxBandits to create your staff member account. If you create your own account first, you cannot view batches created by other staff members.

To fix this issue:

  • Contact TaxBandits support to delete your admin profile

  • Use your staff member account to access shared batches

If you create your own TaxBandits account before accepting a staff member invitation, you cannot send batches from Sage Intacct.

If you have not submitted forms in TaxBandits: Contact TaxBandits support and ask them to delete your admin profile. Keep your staff member profile and use it to create and send batches

If you have already submitted forms: Ask the account admin to add you as a staff member using a different email address. Use the new staff member account to create and send batches in Sage Intacct

Note: Forms submitted using your original account remain accessible only in that account.

Individual account for a single users

Create your own account if you:

  • Are the only user managing 1099 e-filing

  • Do not need to share access to batches

Staff member across multiple accounts

If you are a staff member for multiple TaxBandits accounts using the same login, note these limitations:

  • You can view and edit batches in TaxBandits

  • You cannot create or manage batches in Sage Intacct

To work with a different account, select the account from the TaxBandits dashboard.

To create batches in Sage Intacct, ask the account admin to add you using a different email address.

Switch accounts

If you have access to multiple TaxBandits accounts, switch accounts in TaxBandits before submitting a batch.

Next step

Create a batch of 1099 forms to send to TaxBandits.