How To File Forms In TaxBandits Using The Xero Integration
Save time by importing data from your Xero account!
If you use Xero, here’s how you can make tax time easier than ever! TaxBandits enables you to integrate with your Xero account to pull the recipient details needed to file your forms easily and efficiently!
Once you’ve signed in to TaxBandits, select “Start New” in the upper right corner:
Select “Form”:
Select if you are filing Form 1099-NEC or Form 1099-MISC:
Verify the tax year you are filing for:
Click “Start Now” under “XERO Connect”:
Click “Connect”:
Log in to your Xero account when prompted:
Review and edit the imported business information as needed, then click “Save & Continue”:
Review and edit the recipient details as needed, then click “Save & Continue”:
Review the import summary, then click “Review Successful Records”:
Review and update the selected services as needed, then select “Continue” when ready:
Update any errors, then click “Continue”:
Select the business(es) you are filing for, review your order details, then click to “Complete Your Order”:
*Not sure how to purchase credits? Check out our blog here!
Want to see steps for other business types, forms, or features? Comment below and we’ll make your request a future blog!
Ready to create your free TaxBandits account and get started?
