Exclusive Features Included in our Pricing
Team Management
- Add unlimited team members
- Assign them Roles (Preparer, Approver, and Transmitter)
- Team members have their own sign-in credentials.
- Delegate filing responsibilities to team members.
- Track and manage all team activity.
- Group businesses and staff for an efficient workflow
Client Management
- Custom online access portal
- Custom Client Portal
- Communicate with your clients in real-time and share information securely.
- Clients can review in-progress forms before transmission and provide feedback by creating ‘Observations’.
- Track clients’ bulk upload files, in-progress forms, and transmitted forms from a central location.
Reporting
- Business Filing Summary Report
- Postal Mail Report
- Online Access Report
- Staff Member Filing Summary Report
- Credit usage reports
- Activity Log Report
- User-specific Filing Summary Report
Data Import
- Manual Entry
- CSV Upload/Copy and Paste
- Custom File Upload
- QuickBooks, Xero, Zoho Books & FreshBooks Integration
Data Validation
- IRS Business Rule Validation
- Internal Audit Check
- Preview your Form before you Transmit
Tax Compliance
- Federal & State filing
- Postal Mailing and Online Access to recipient copies.
- Instant IRS Status Updates
- 7 Years of Record Keeping
No Hidden Fees
No Subscription Fees
Pay as you file
Robust PRO Features for Firms and High Volume Filing
BanditCollab
- Provide your team with secure access to manage BOI filings.
- Track and manage your team’s filing activities.
- Add unlimited team members to your account with their own unique credentials.
- Assign your team roles based on their filing responsibilities, including ‘Preparer’, ‘Approver’, and ‘Transmitter’.
BanditConnect
- Invite your clients to access the secure BanditConnect portal to share filing information and reach you directly.
- Maintain client filings, file uploads, and communications from an intuitive Dashboard.
- Customize the BanditConnect portal with your logo, brand colors, and a unique URL.
- Clients can create ‘Observations’ for you to address questions during the filing process.
Efficient and Affordable Filing
- The more you file, the more you save with TaxBandits’ Volume-based pricing.
- TaxBandits AI tool extracts data from uploaded IDs and auto-populates it into the correct fields so you don’t have to.
- Save time while filing by importing client data directly from the Address Book.
- File corrections as needed for free for 7 days following the initial BOI report.
No Hidden Fees
No Subscription Fees
Pay as you file
Exclusive Features Included in our Pricing
Pay Taxes anytime with Ease
Easy Registration Process
Get Payment Status
Track Payment History
Make Payments for Multiple Business
Schedule Payments
Annual Package - For Tax Professional, and Attorneys dealing with Multiple Clients
Features |
Mini Bandito $8999$7,499 Offer valid till December 7 |
Bandito $12999$9,999 Offer valid till December 7 |
||
---|---|---|---|---|
BOI Filings | ||||
Number of BOI Filings | 150 EINs | 250 EINs | ||
BOIR Protection Plus | For 1 Year | For 1 Year | ||
Free Correction/Updates | For 1 Year | For 1 Year | ||
Reminders | ||||
FinCEN Compliance Reminders | ||||
Client Workflow Reminders | ||||
Tracking Client Emails | ||||
AI Support | ||||
File Update/Correction by Uploading FinCEN BOI Transcript |
||||
AI Chatbot for Your Clients | ||||
BanditConnect (Client Management) | ||||
Engagement Letter | ||||
Secure Team Collaboration for Client to file BOI Reports |
||||
Personalize Branding (Logo, Favicon & Brand Message) |
||||
Portal Theme Customization | ||||
Advanced Email Customization (From email address) |
||||
Premium Customization Theme | ||||
Client Support: Chat and Messages | ||||
Client Specific Reports | ||||
Collaborate with Client to File BOI | ||||
BanditCollab (Team Management) | ||||
Team Members | ||||
Team Member Roles | ||||
Team Grouping & Tracking | ||||
Add a Company Card for Easy Checkout | ||||
Team Specific Reports |
Ready to Explore TaxBandits?
Request a Demo
Learn how we can simplify your filing journey! Request a demo from our team to get started.
Grow with Premium Features
Take advantage of the many features included in our premium plan.
Features |
Standard (Pro) Free |
Premium $699/Year |
||
---|---|---|---|---|
Team Management (BanditCollab) | ||||
Adding Team Members | Unlimited | Unlimited | ||
Team Member Permission Levels | Preparer, Approver, Transmitter, Co Admin | Preparer, Approver, Transmitter, Co Admin | ||
Team Grouping (Business, Location) | ||||
Team Members Logins (Personalize Dashboard) |
||||
Team Activity Tracking (Activity Log) | ||||
BanditSearch | Forms, Payers/Recipient, Groups, Ref No, Staff member, Order ID, Form type etc., | Forms, Payers/Recipient, Groups, Ref No, Staff member, Order ID, Form type etc., | ||
Add Company Credit Card | ||||
Client Management | ||||
Address Book (Client Directory) | ||||
Business Grouping | ||||
Dashboards to View & Manage Businesses | ||||
Client Portal (BanditConnect) | ||||
Client Portal Access | ||||
Client Portal Customization (Branding) | Logo Only | Logo, Favicon, URL Customization | ||
"From" Email Customization | Basic | Advanced | ||
Portal Templates | Limited | Advanced | ||
Theme Customization (Color Palette) | 2 Default Colors | Custom Color Palette, 10+ Premium color templates | ||
Secure File Sharing with Clients | ||||
Client Review and Messaging | ||||
Team Management for Clients (In Client Portal) |
||||
Reports | ||||
Business Filing Summary Report | ||||
94x Filing Summary Report | ||||
ACA Filing Summary Report | ||||
Credit Usage Reports | ||||
Business Specific Credit report | ||||
Postal Mail Report | ||||
Online Access Report | ||||
Team Member Activity Log Report | ||||
Team Member Filing Summary Report | ||||
Live Customer Support | ||||
Phone | ||||
Chat |
Should I File with the State?
Most states mandate the filing of 1099, W-2, and ACA 1095 forms based on state taxes withheld, total payments, and certain other criteria.
Choose a state and form type to check the state filing requirements.
Choose Your State and Form Type
- Yes, you are required to file 1099 Forms with the State of California regardless of whether there was state tax withholding:
Learn More about California 1099 State Filing Requirements.
Request a Demo
Let’s simplify your tax filing process together! Request a demo from our team and we will reach out to schedule a personalized demo.
Rolling Pricing Charts
Choose Service:
Pricing Based on Number of Forms | |||||||
---|---|---|---|---|---|---|---|
First 10 Forms
$2.75
|
11-100 Forms
$1.75
|
101-250 Forms
$1.15
|
251-500 Forms
$1.00
|
501-1000 Forms
$0.80
|
1000+ Forms
Contact Us |
An Overview of Rolling Pricing
For example, the total cost of e-filing 125 W-2/1099 Forms would be $213.75.
For the first 10 forms, the cost to e-file each form is $2.75 |
10 x $2.75 | $27.50 |
For the next 90 forms, the cost to e-file each form is $1.75 |
90 x $1.75 | $157.50 |
For the next 25 forms, the cost to e-file each form is $1.15 |
25 x $1.15 | $28.75 |
The total cost for e-filing 125 W-2/1099 forms is $27.50 + $157.50 + $28.75 | $213.75 |
Recipient Copy Distribution
Data Validations
TIN Matching Service at Just $0.35/TIN
TaxBandits validates your vendor and payee TINs against IRS data to ensure accurate 1099 filings and help you avoid potential penalties. With our bulk TIN matching feature, you can easily verify multiple TINs and receive prompt notifications for any mismatches detected.
USPS Validations at Just $0.05/Address
Our USPS validation service ensures your recipient's addresses are accurate and deliverable. If any errors are detected, you'll be promptly alerted and can correct them instantly. It checks each address against the USPS database and standardizes it according to
USPS rules.
FinCEN BOIR Pricing Based on EINs
The more you file, the more opportunities you have to save! Our tiered pricing structure is based
on the number of businesses(EINs) you file for.
Range |
One Time Filing
|
Annual Filing
|
||
---|---|---|---|---|
Without BOIR Protect | With BOIR Protect | Without BOIR Protect | With BOIR Protect | |
1-5 EINs | $49 | $59 | $79 | $89 |
6-100 EINs | $44 | $54 | $69 | $79 |
101-250 EINs | $39 | $49 | $59 | $69 |
250+EINs | Call us at (704) 684-4758 for customized pricing based on your filing requirements! |
Range |
One Time Filing
|
---|---|
1-5 EINs |
$49
$59 |
6-100 EINs |
$44
$54
|
101-250 EINs |
$39
$49
|
250+EINs | Call us at (704) 684-4758 for customized pricing based on your filing requirements! |
Range |
Annual Filing
|
|
---|---|---|
1-5 EINs |
$79
$89
|
|
6-100 EINs |
$69
$79
|
|
101-250 EINs |
$59
$69
|
|
250+EINs | Call us at (704) 684-4758 for customized pricing based on your filing requirements! |
Add-on Packages - For those who want the extra benefit with their preferred package
Add-on Packages | Price |
---|---|
BanditConnect (White-label Client Portal) | $699 |
Customized Engagement Letter | $199 |
FinCEN Compliance Reminder (Drip Emails) | $599 |
Call us at (704) 684-4758 to opt into our add-on service!
Form W-9/W-8 BEN Pricing
Request W-9/W-8 BEN Forms online from your recipients and manage them in one place!
First Form
FREE
|
Up to 10 Forms
$5.00
|
Up to 25 Forms
$9.00
|
Up to 250 Forms
$49.00
|
Up to 1000 Forms
$99.00
|
Frequently Asked Questions
Does TaxBandits charge any fee when I add a team member to my account?
No! There is no additional cost for adding team members and there is no limit to how many team members you can add. Our Staff Management tools allow you to grant your team members secure access to your account with specific roles and business assignments no matter how large or small.
Are there any costs for managing multiple clients and team members?
No! TaxBandits pricing model is based on the volume of BOI reports you file, regardless of how many team members or clients you have in your account.
How does TaxBandits implement tiered pricing for my filing fees and services?
You can include multiple returns in a single order before transmission, all covered by tier pricing. However, additional returns will be considered new orders and priced accordingly after transmission. We recommend consolidating returns from various businesses into one order to optimize savings and filing flexibility. Furthermore, consider using our prepaid credits for added convenience.
Frequently Asked Questions
Is there an additional charge for adding a new team member to my TaxBandits account?
No, there is no additional charge for adding new team members, you can add unlimited team members to your TaxBandits account. All of the Staff Management tools are included in your account for free, allowing you to add new team members, and assign them roles and businesses as well as unique sign-in credentials.
Do you offer a discount for prepaid credits?
Yes, we offer discounted rates for bulk filers. If you plan to file more than 1000 forms, please contact us at 704.684-4758.
Can I use a single credit card and share it with my team members for filing returns?
Yes, you can allow your team members to securely file returns using a single credit card in your account. Our system is integrated with the highest industry standard of security to safeguard all of your team’s transactions. Another benefit of prepaid credits is that your team can use them at checkout in lew of a credit card, offering you another secure payment option!
If I have multiple users who handle filing for my clients, am I required to pay for each?
No, TaxBandits doesn’t charge for any additional users added to your account. TaxBandits only charges for what you file. For discounts in pricing for bulk-filing, you can purchase pre-paid credits and take advantage of volume based discounts.
Are there any additional fees for filings on peak days?
No! There are no separate charges for IRS and State e-filing or postal mail the copies to your recipients during peak days.
How is TaxBandits’ tiered pricing applied to my filing fees and services?
You can include as many returns as you want before transmission, and they will be covered by tier pricing. However, once the returns are transmitted, any additional returns will be treated as a new order and priced accordingly.
To maximize savings and filing flexibility, we suggest consolidating returns from multiple businesses into a single order. Additionally, you can use our prepaid credits.
What is the TaxBandits Refund Policy?
- No refunds will be issued once the return/report has been transmitted to the IRS, SSA, State, or FinCEN.
- Refunds requested after 30 days will not be processed.
- Refunds will not be provided if the state or federal agency rejects the return based on processing.
- Form 1099 corrections may be re-transmitted for no additional cost; filing corrections for other forms may require an additional transmittal fee.
- The credits purchased on TaxBandits.com do not expire and will be available in your account until they are used for your order regardless of the tax year. Refunded compensation will not be given out for unused credits, over-purchased credits, choosing to pay with a credit card at the time of checkout and any other situation in which a credit refund is being requested.
Frequently Asked Questions
Can I cancel my subscription in the middle?
No, you cannot cancel your subscription in the middle of the term. Once you subscribe to a plan, it remains active until the end of the subscription period. This policy ensures continuous access to our services and avoids any disruptions that might impact your financial planning or compliance. We recommend carefully selecting the subscription plan that best fits your needs before committing.
Can I use my yearly subscription for multiple businesses?
No, the yearly subscription is specific to a single business entity, not to an individual account. This means each business you manage will require its own subscription. This approach helps ensure that each business receives tailored support and access to the necessary features and compliance tools. If you manage multiple businesses, we recommend subscribing individually for each to maintain proper records and compliance.
How does the subscription model work?
The subscription becomes active from the payment date and lasts for one year.
What is TaxBandits refund policy?
Once the payment is made, there is no possibility of a refund. If you enter an incorrect payment amount, TaxBandits is not responsible for the error.