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Version: 1.7.3

Overview

TaxBandits API offers an easy way to manage tax compliance right from your software. This comprehensive document serves as a guide for software developers to understand how TaxBandits API works and outlines the optimal utilization of the API to efficiently create and e-file tax forms. The documentation includes sample requests and responses for each endpoint.

Forms Supported by TaxBandits API​

TaxBandits API supports all the major tax forms. For the complete list of forms, click here.

  • 1099 Forms: 1099-NEC, 1099-MISC, 1099-K, and other 1099 forms.
  • W-2 Forms: W-2, W-3, and W2C.
  • Withholding Certificates: W-9, W-8BEN and W-8BEN-E.
  • 94x Forms: 941, 941 Schedule R, 940, and 940 Schedule R and Other 94x Forms.
  • ACA Forms: 1094-C and 1095-C.
  • 5498 Forms: 5498, 5498-SA and 5498-ESA.

Services Offered by TaxBandits API​​

  • Federal Filing: Supports the e-filing of tax returns with the IRS/SSA.
  • State Filing: Supports state filing for 1099 and W-2 Forms.
  • Recipient Copy Distribution: Distributes the recipient copies in two different ways:
    • Postal Mail
    • Online Access
  • Corrections: Supports corrections for 1099 and W-2 with the federal.
  • W-9/W-8 Automation: Automates the collection of W-9 / W-8BEN / W-8BEN-E forms in two different ways:
    • RequestByEmail (Payer initiated)
    • RequestByUrl (Payee initiated)
  • TIN Matching: Validates the recipients’ TIN with the IRS database to ensure accuracy of your returns.

Develop, Review, and Go-Live​

Form W-2

Step 1: Sandbox Development

Form 941

Step 2: Request to ‘Go Live’

Form 940

Step 3: Go Live

Step 1: Sandbox Development​

  • Create a free Sandbox account at https://sandbox.taxbandits.com/ and provide your business details, contact information, interested tax forms, and use case.
  • You can use the Sandbox environment to develop & test the integration and simulate the complete e-filing process.
    Click here for detailed information on Sandbox Development.

Step 2: Request to ‘Go Live’​

  • When you are done with the development and testing procedures, you can request to migrate your application to the production environment.
  • To submit your request, you must complete a questionnaire in your Sandbox console. Before you complete the questionnaire, TaxBandits API will provide you with a checklist. You should ensure that you’ve completed all the procedures (whichever is applicable) listed in the checklist.

Step 3: Go Live​

  • TaxBandits will review the questionnaire and verify your API Request/ Response logs in the Sandbox before production approval.
  • At this point you will want to reach out to our sales team to go over pricing and to put together your required paperwork and licensing.
  • Once the License Agreement is signed, you will be provided with the login credentials to access the production console.
  • To use the production API, you must whitelist either your IPs or Domains. To learn more about whitelisting, click here.
  • Follow the same steps as followed in Sandbox to get the Live JWT and hit the appropriate TaxBandits Live URLs to access the production endpoints.

    Note: Once your account is in production, we strongly recommend not to test the integration with test data. The returns filed in production will be directly sent to the IRS/SSA/State Agency.