TaxBandits Upgraded–Discover What’s New and Built for You

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At TaxBandits, we’re always working behind the scenes to bring smarter solutions that make e-filing easier, faster, and more accurate. 

We’re excited to share that a brand-new set of features is now available, designed to simplify your workflow, reduce filing time, and give you more control over the filing process. Whether you’re managing multiple clients or handling year-end forms for your business, these upcoming enhancements are designed to help your e-filing needs.  

Smart Review: Your built-in compliance check

Introducing Smart Review, your all-in-one compliance checkpoint for every filing season. Before filing your forms with the IRS and/or state agencies, this feature works behind the scenes, ensuring every detail is checked. It identifies potential issues, suggests solutions, and helps minimize the likelihood of costly mistakes. With this review, you can identify the following:

• Errors: Easily identify errors such as excess wage amounts, the federal tax withheld amount (exceeds 80%), or business names not appearing on the Fortune 5000 companies list.

• Warnings: Spot important issues like duplicate forms, files, or batches (for Sage users), missing state information, and incomplete forms that are saved as drafts or forms with errors.

• Recommendations: Offers helpful suggestions to enhance the accuracy of form filing by enabling address verification, TIN verification, and distribution services.

Whether you are filing one form or thousands, Smart Review ensures your filings are clean, compliant, and ready for filing by helping you file right the first time. Learn more

Smarter onboarding for tax pros

As a tax professional, getting started with TaxBandits just got easier. Our new onboarding experience guides you through a comprehensive platform setup, with clear steps tailored to your filing needs. Here are some key highlights of the new onboarding process:

• Filing needs: Select the forms and services you’re interested in, so we can customize your dashboard accordingly.
• Filer type: Indicate whether you’re a paid preparer, ERO, aggregate filer, or other type of tax professional. Then, based on your file type, we’ll guide you through our platform, entering only the details you need to keep your process clean and focused.
• Set up your team: If you’re working with a team, you can assign roles (Preparer, Approver, Transmitter), manage permissions, and send invites—all within the onboarding process. Learn more

USPS address validation is now free

With Free USPS Address Validation, you can verify recipient addresses against official USPS records at no additional cost. This feature helps you to:

• Reduce delivery delays by making sure recipient addresses are accurate before mailing.
• Prevent IRS penalties due to incorrect addresses.
• Improve overall data accuracy for recipient copies.

Custom report suites designed for tax pros

Stay on top of your filings with an upgraded set of custom reports that bring more clarity to your workflow. You’ll get a complete picture of what’s done, what needs attention, and what’s next.

New and enhanced reports include:

• Accepted with errors report: View details of the recipient forms accepted with errors under each payer.
• State filing report: See a summary of 1099/W-2 state filings for all or specific payers’ recipients.
• Payer status summary report: Get a detailed status update on the forms submitted for a specific payer.
• Recipient filing status report: Track filing, distribution, and validation status of all recipient forms.
• Rejected forms report: Review the full list of rejected forms with explanations for each rejection.
• Payer rejection report: Download a list of payers with Payer TIN rejection statuses.
• Not filed payers report: Get a detailed list of payers who have not filed forms for the specific tax year.
• Voided/corrected report: Comprehensive summary of voided and corrected forms in your account.
• Payer address verification report: Track USPS validation status of payer addresses to catch issues before filing.
• Recipient address verification report: Monitor the USPS validation status of recipient addresses to prevent filing errors and ensure accurate delivery.
• Recipient TIN matching report: View the TIN matching summary with payer and recipient details, and export the report if needed.

Why are these updates important

These enhancements are more than just new features—they’re designed to:

• Save you time during peak filing season
• Reduce the risk of potential errors
• Help you manage more clients efficiently
• Improve overall compliance at both the state and federal filings

Whether you’re a CPA or a business owner, TaxBandits continues to provide the smart, secure tools you need to stay tax compliant in the e-filing process with the IRS.

Start exploring the new features today

All of the powerful new features are now available in your TaxBandits account! Log in today to discover a faster, smarter, and more streamlined way to file taxes. With enhanced features and time-saving upgrades, you’re prepared for a most efficient and stress-free tax filing season.