If you deposited all your payroll taxes on time, you have until May 12, 2025, to file Form 941 for Q1, 2025. E-file now! Extensive Solution for Aggregate Filers Customized filing solution for CPEOs, Section 3504 Agents, PEOs Data Import using Excel Templates for Seamless filing API solutions exclusively for aggregate filers Get Started Now Request a Demo Simplified Tax Filing Solution for Aggregate Filers Aggregate Filers: An Overview Filing Requirements with the IRS Data Import Option How to Manage Your Clients Collaborate with your Team Members Option to Correct Errors Easily reconcile your aggregate Form 941 and Schedule R Pricing Options Aggregate Filers: An Overview Certified Professional Employer Organization (CPEO CPEOs are certified by the IRS and are liable for employment taxes and compliance to simplify the tax filing for the clients. Section 3504 Agents Section 3504 agents are third-party providers authorized by the IRS to withhold, report, and pay federal employment taxes on an employer's behalf. Other Third Party (PEO) PEOs or Non-Certified PEOs are third-party payers who are responsible for filing the payroll taxes on behalf of your employer. Filing Requirements with the IRS Authorization Forms You must be authorized to file taxes on behalf of your clients. If you are a Section 3504 agent, use Form 2678 and get authorization from your clients to file 94x forms. If you are a CPEO, you must use Form 8973 to get authorization and file 94x forms. Filing employment tax return Section 3504 agents & CPEO: Required to file aggregate returns for all clients using the agents( 3504 agents and CPEOs) EIN. Deposit and payments for employment taxes Section 3504 agents & CPEO: Deposit and pay tax liabilities using ( 3504 agents and CPEOs) EIN. Filing Form 940 Section 3504 agents: Employers must file FUTA tax return using their own EINs. However there is an exception for home care service recipients CPEOs can file Form 940 for all clients using CPEO’s EIN. Employment tax liability Section 3504 agents: Employers and agent both are liable for payring the employment taxes, filing returns, and making deposits and payments for the reported taxes CPEOs are solely liable for paying clients' employment taxes, filing returns, and making deposits and payments for the reported taxes. Simplified Data Imports Using Excel Templates Streamlined bulk filing: Simplify your filing process with our bulk upload templates, and easily e-file for large employees at once. Time-saving templates: Use our Excel templates for quick and easy tax filing, helping you meet deadlines and avoid IRS penalties. Simplified Client Management with TaxBandits Secure Portal to ensure seamless communication with clients Manage all your clients in one place, file the tax returns, upload the data, and track the status easily. Customize your client portal’s logo, color, theme, email, and more. Seamlessly Collaborate with Your Team Members Manage your team and assign roles to create an efficient workflow Unlimited team members: No limitations for adding team members. Invite them with simple and unique logins to safeguard sensitive information. Customize the Roles: Assign specific roles and responsibilities to each member and monitor your team activities with ease. Option to Correct errors on a filed return Amend your Form 941 Schedule R using the following steps: Complete Form 941-X: Correct the errors in previously filed aggregate Form 941 using Form 941-X. Attach the corrected Schedule R: Before attaching the amended Schedule R with 941, ensure you have checked the boxes on the top right(941-x) and update the errors or omissions in Schedule R only for specific clients that needs to be corrected and then transmit to IRS. Easily reconcile your aggregate Form 941 and Schedule R Compares the aggregate Form 941 and Schedule R lines and then allows you to file the tax returns. Reduces errors, avoids penalties, and provides a stress-free tax filing to stay tax compliant. Flexible Pricing Options to Fit Your Needs Bulk Pricing TaxBandits offers exclusive discounts for PEOs, third-party providers, and other tax professionals who file a large number of tax forms. Prepaid Credits Purchase Prepaid credits in advance, which helps you pay your tax return easily. This is always the best choice for aggregate filers. Request a Customized 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. Request Demo Integrate TaxBandits API to manage Tax Compliance Seamlessly within Your Software or Portal Learn More Success Spotlight: Our Valued Customers Seamless Payroll Reporting: TaxBandits Enabled the Leading Reporting Agent Firm to meet their E-file mandate easily Streamlined Payroll Filing: A leading CPA firm discovers a straightforward way to e-file payroll tax forms with TaxBandits. Simplified 941 (sp) Filings: The Secret to the Success of CPA Firm’s Payroll Puerto Rico 941 Forms Filing Our Articles related to Aggregate Filers How CPEOs Should File Form 941: A Comprehensive IRS Filing Guide The Role of Section 3504 Agents in Filing Schedule R (Form 941) for Home Care Service Recipients Success Starts with TaxBandits The Pro’s Choice in Tax Filing Create a Free Account Now X