Speed Up Your Tax Season with TaxBandits’ Bulk Filing Feature

Tax season may not be everyone’s idea of fun, but it doesn’t have to be complicated or slowed by manual processes. TaxBandits is here to help you avoid the domino effect of filing one form at a time, making bulk filing easy for dozens—or even hundreds—of forms.

For the 2024 tax season, TaxBandits has upgraded its technology and enhanced features to streamline filing for clients of all sizes. One standout feature is bulk uploads, offering greater flexibility for bringing your data onto our platform for faster, more efficient filing. The result? Your smoothest filing season yet!

Let’s get started.

What is the TaxBandits Bulk Filing Feature?

The bulk filing feature in TaxBandits enables businesses to upload and file multiple tax forms simultaneously in a streamlined process. Rather than manually entering data and submitting each form individually, you can use a preformatted template, your own spreadsheet, or simply copy and paste your data to complete multiple forms at once. 

This feature mainly benefits businesses, CPAs, and tax professionals handling large filings for various clients during tax season.

How Does the TaxBandits Bulk Filing Feature Work?

The bulk filing feature in TaxBandits allows you to file multiple forms by importing payer and recipient data through the various methods available on the platform. 

Address Book: This lets you add your client’s and their recipient’s details once and store them in your TaxBandits account for future filings. You have two options for importing your payer information into the address book.

• Manual Entry: You can manually enter your payer data in the respective fields. This information will be securely stored in the address book, and you can retrieve it whenever required.

• Bulk Upload: In this method, you can add multiple payer information instantly.  Choose from three bulk upload methods:
  • Standard Template: Download our CSV template, fill it with payer information, and upload it.
  • Own File: Upload your file or import it directly from cloud storage like Google Drive.
  • Copy and Paste: Copy information from your file and paste it into our system. It will be automatically mapped to the correct fields.

After importing the payer data, preview the information, which will be retained in the address book for future use.

Data Import for 1099 forms: To simplify bulk e-filing for 1099 forms, TaxBandits offers two options based on your data needs.

• Manual Entry: Manually input the form data into the respective form fields. This is an ideal option if you’re submitting fewer forms.

• Bulk Upload: Maximize your efficiency by filing multiple forms simultaneously, leading to faster processing. Regarding 1099 forms, TaxBandits presents two highly effective bulk upload options.
  • Payer and Recipient Data – Upload payer and recipient data with the required form details. Use the CSV template to enter your data and upload the completed file
  • Recipient Data – If your payer data is already in the Address Book, import recipient information using this option. This can be done using one of three methods:
    • Standard Template: You can download the standard  CSV template, fill it with your data, and upload the completed file.
    • Own File: Import data directly from your computer or cloud storage like Google Drive. You can also upload the file or use the ‘drag and drop’ option for CSV files. (Currently, applicable only to 1099-NEC)
    • Copy and Paste: Paste data directly from your source file, and our system will automatically map fields. Additionally, you can also drag and drop data from unmapped columns with the Copy & Paste feature (Currently, applicable only to 1099-NEC)
    • Import From Accounting Software: You can easily import 1099-NEC and 1099-MISC data directly from popular accounting software like QuickBooks Online, Xero, Zoho Books, and FreshBooks. These bulk import methods help you to file multiple forms efficiently and easily, streamlining the e-filing process.

Who Benefits the Most from TaxBandits Bulk Filing Feature?

The bulk filing feature from TaxBandits is designed to meet the needs of various professionals and businesses dealing with multiple IRS tax filings. It provides significant time savings and ensures outstanding accuracy for those managing a high volume of forms.

• Small and medium-sized businesses: Businesses with numerous employees or contractors can benefit from the simplicity and efficiency of bulk filing. It makes handling W-2s, 1099s, and payroll returns easier while staying focused on core operations.

• Tax professionals: Managing multiple client filings becomes much faster, allowing tax professionals to file forms in bulk, save time, and serve more clients effectively.

• Payroll providers: For payroll providers, bulk filing streamlines tax form submissions for multiple clients, ensuring accuracy and saving significant time on manual filings.

Wrapping Up 

The bulk filing feature from TaxBandits is the ideal solution for businesses, CPAs, and tax professionals who need to file multiple tax forms quickly and accurately. This feature helps reduce manual effort and minimize errors, creating a streamlined process for high-volume filings. It can transform your tax season from stressful to stress-free. 

Ready to simplify your 2024 tax season? Sign up for TaxBandits today and use the bulk filing feature to save time and reduce the effort needed for all your tax filings.

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