Designated 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
Simplified Tax Filing Solution for Aggregate Filers
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 the third-party providers authorized by the IRS to withhold, report, and pay federal employment taxes on behalf of an employer.
Other Third Party (PEO)
PEOs or Non-Certified PEOs are the 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.
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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 |
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Employment tax liability |
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Seamless Data Import Using Excel Templates
- Filing for multiple clients: Save time, simplify your filing process with our bulk upload templates, and easily e-file for large employees at once.
- Make timely filing: Use the Excel templates and file them with ease. This helps you file your taxes on time and avoid IRS penalties.
Manage Clients Effortlessly using 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 complete filing effortlessly
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 Option 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.
Integrate TaxBandits API to manage Tax Compliance Seamlessly
within Your Software or Portal
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