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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.

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.