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Understanding
941/940 Automation

  • Preparing and transmitting Form 941, 940, and other payroll forms will involve a lot of manual work and hassles.
  • Automating the 941/940 filings with the help of TaxBandits API can prove to be more efficient and hassle-free.
  • TaxBandits API will take care of the end-to-end filing process, from form generation to transmission.
941/940 Automation
941/940 Automation

The 941/940 Automation Process with TaxBandits API

Form Generation

Form Generation

Provide the required information for filing and let TaxBandits API generate the 941/940 forms.

Validation

Validation

TaxBandits will perform basic data validations on the generated forms to make sure they are error-free.

E-Signing

E-Signing

Utilize the Online Signature PIN, Form 8453-EMP, Form 8879-EMP or RA PIN (as applicable) for signing the forms.

E-filing with IRS

E-filing with IRS

Once signed, TaxBandits API will transmit the 941/940 forms to the IRS.

Automate 941/940 Schedule R for Aggregate Filers

Form 941 Schedule R

PEOs, CPEOs, and Section 3504 reporting agents are required to attach Form 941 Schedule R with the aggregate 941 forms.

With TaxBandits API, the aggregate filers can automate the preparation and e-filing of 941 Schedule R, simplifying the aggregate reporting process.

Form 940 Schedule R

Section 3504 Agents of home care service recipients and CPEOs are typically required to file Form 940 Schedule R with aggregate FUTA wages, taxes, credits, deposits, and payment amounts.

TaxBandits API enables the filers to seamlessly send the aggregate reporting data to TaxBandits and automate the 940 Schedule R filing with ease.

Payroll Tax Forms Available in
TaxBandits API

Form 941

Form 941

Employer’s QUARTERLY Federal Tax Return

Form 941 Schedule R

Form 941 Schedule R

Allocation Schedule for Aggregate Form 941 Filers (CPEOs / 3504 Agent)

Form 940

Form 940

Employer's Annual Federal Unemployment (FUTA) Tax Return

Form 940 Schedule R

Form 940
Schedule R

Allocation Schedule for Aggregate Form 940 Filers (CPEOs / 3504 Agent)

Form 943

Form 943

Employer’s Annual Federal Tax Return for Agricultural Employees

Form 944

Form 944

Employer’s ANNUAL Federal Tax Return

Forms supported by TaxBandits API Click Here

941/940 Automation Success Stories with TaxBandits API

Form Filling Software

A popular form-filling software was offering online fillable PDFs of 941, 940, and various other tax forms for clients. Typically, the clients used the software to complete their 941/940 forms, download and send it to the IRS.

With TaxBandits API integration, the form-filling software was able to offer their clients the option of e-filing their forms directly rather than downloading and printing them. This automation process not only enhanced the software but also simplified the 941/940 filings for its clients.

CPEO & Other Payroll Service Providers

One of the largest CPEOs in the U.S., serving as an aggregate filer, for around 12,000 businesses and large enterprises, was looking for a trustworthy and secure solution to take care of their quarterly and annual filing needs.

By utilizing TaxBandits API, they successfully simplified the e-filing process for a high volume of quarterly and annual payroll tax forms, including 941 Schedule R and 940 Schedule R.

Tax Strategy/Payroll Software

A leading tax strategy/payroll software in the U.S. wanted to find a way to simplify the preparation and e-filing of 941 and 940 forms for their clients within their software.

Integration TaxBandits API enabled them to provide their clients with a seamless way of preparing and e-filing 941/940 forms without having to import data from one software to another.

Frequently Asked Questions about 941 Automation

1. How can I retrieve the filing status and acknowledgments for 94x forms filed through the TaxBandits API?

The Form941/Status endpoint allows you to retrieve detailed status and acknowledgment reports for 94x forms. This includes IRS acceptance or rejection notifications and any additional messages or requirements.

You can also configure webhooks for the event type ‘E-file Status Change’ to retrieve the status of 94x forms.


2. What are the signature requirements for filing Form 94x for different filing roles?

  • Paid Preparer (CPA) - CPAs can use 8453-EMP (Signed by both Taxpayer and CPA) as the signature.
  • ERO - EROs can use 8879-EMP (Signed by both the Taxpayer and ERO) as the signature.
  • Reporting Agent - Reporting Agents can sign the form using 5-digit RA PIN assigned by the IRS. To obtain one, you must get authorization for your clients using Form 8655 and submit those forms along with the Client list to the IRS.
  • Self-filing Software - The users filing Form 941 can use their 94x Online Signature PIN (Issued by the IRS) or Upload Signed Form 8453-EMP.

3.Should we whitelist our IPs to access Sandbox APIs?

There is no need for whitelisting the IPs to test on the Sandbox.

Integrate with TaxBandits API to Enjoy All the Benefits of 941/940 Automation!