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Version: 1.7.3

Online Access for 1099 Form Copies

As an alternative to the traditional way of printing and mailing form copies to the recipients, you can opt for Online Access, which allows you to distribute the form copies digitally to the respective recipients.

When you opt for Online Access, your recipients will get an email with a link to access a Secure Online Portal where they can provide consent, access and download their form copies. Your recipients will have lifetime access to their form copies once shared.

note

According to the IRS, you must obtain consent from the corresponding recipients to distribute the recipient copies online. Therefore, TaxBandits API obtains consent from your recipients before allowing them to access their forms.

Customization of Online Access Portal​

TaxBandits API allows you to customize the Email Sent and the Online Access portal with your business URL, logo, and theme to reflect your brand.

In order to do so, you must log in to TaxBandits UI: https://secure.taxbandits.com/ and follow the steps mentioned here.

How Online Access Process Works:​

  • Step 1 - While creating a 1099 return, set the IsOnlineAccess node as TRUE and provide the recipient email address in the request JSON. Once the return is transmitted, an order will be created for Online Access.

Online Access

  • Step 2 - The recipient will receive an email with a link to access the Secure Online Access Portal.

Online Access

  • Step 3 - The recipients will need to e-sign to provide consent to receive the digital copy of the forms.

Online Access

  • Step 4 - The recipients will then need to provide the last four digits of their TIN to complete verification.

Online Access

  • Step 5 - Once verification is completed, the recipients will be able to access and download their form copies.

Online Access