TaxBandits Integrates with Karbon for a Seamless BOIR Filing
Seamlessly integrate with Karbon, the leading practice management software, to import data into TaxBandits for efficient BOI reporting!
How TaxBandits Simplifies BOI Reporting With Karbon Integration?
Reduce Manual Entry
Import BOIR data seamlessly by integrating Karbon with TaxBandits, eliminating the need for manual entry.
Boost Efficiency
Simplify your workflow by importing BOIR data directly, saving time and increasing efficiency.
Ensure Accurate Reporting
The Karbon-TaxBandits integration streamlines reporting and ensures accurate BOI filing.
Status & Transcript Updates
Access the status and transcripts of your BOI reports instantly within your Karbon account.
Import What You Need
Import all or selective businesses. Also, you can choose the contacts you want to import as beneficial owners.
Address Book
Store all reporting details securely in TaxBandits’ Address Book for easy access during BOIR filing.
How to Import BOIR Data From Your Karbon Account?
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Step 1:
Integrate your Karbon account with TaxBandits by entering the API key and the email address associated with your Karbon account.
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Step 2:
Import the relevant organizations and their associated beneficial owners directly from Karbon to file BOIR.
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Step 3:
Our system will automatically generate the initial BOI reports using the imported data.
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Step 4:
You can then review the report and transmit it to FinCEN.
Finally, TaxBandits will instantly send the filing status and transcript back to your Karbon account.
Information You Can Import from Your
Karbon Account
You can import the following BOIR information from your Karbon Account into TaxBandits in minutes.
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1. Reporting Company Information, which includes:
- Full Legal name
- DBA name or Trade name
- EIN
- Address
- Formation Date
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2. Beneficial Owners Information, which includes:
- Name
- Date of Birth
- Address
Import your required BOIR information & file your BOI Report
easily & securely.
Frequently Asked Questions on Karbon Integration
Is there any additional charge for importing Karbon data into TaxBandits?
No, there are no additional charges for importing your Karbon data into TaxBandits. You can easily connect your Karbon account to TaxBandits using your API access key and import the data from your account seamlessly at no extra cost.
If I disconnect my Karbon account, will I lose my BOIR data in TaxBandits?
No! There will be no data loss when you disconnect your Karbon account. Moreover, you can connect your account using the API access key
whenever needed.
Can I update the BOIR information after it has been imported?
Yes, you can update the BOIR information after it has been imported. The imported data includes only the reporting company and beneficial ownership details, which can be edited and modified as needed. Additionally, you will need to provide the remaining information to complete the BOI report.
If I delete the BOIR information in TaxBandits, will it also be deleted from my Karbon account?
No, the data will remain in your Karbon account. It will only be deleted from your TaxBandits account. You can retrieve or import the data from your Karbon account at any time.
