Meeting IRS-Mandated E-filing Requirements Made Easy for
Reporting Agents
- A simple, efficient, and secure filing solution
- Forms required by reporting agents are supported
- Manage all your clients’ filings in one secure application
Forms Required by Reporting Agents
TaxBandits supports forms required by reporting agents, offering a streamlined and efficient filing experience to meet IRS-mandated e-filing requirements.
TaxBandits - Your Trusted E-file Partner
Simplify your filing process with a complete solution!
Copy Prior
Return
Already filed with us? You can copy the specific information from previous tax returns to current quarter returns.
E-Sign using
RA PIN
Experience a simplified E-signature process using the 5-digit RA PIN that the IRS assigned to you.
Options to Pay
Balance Due
Pay your clients’ IRS balance due using EFW, EFTPS, Credit/Debit Card, or Check/Money Order.
Supports Postal Mailing
The forms you file on your client’s behalf can be readily mailed as copies to clients for record-keeping purposes.
Optimize Your Workflow with Our PRO Features
Designed for reporting agents to streamline the workflow and file taxes easily
Bulk Uploads
Eliminate manual data entry! Use our Bulk Upload Templates to import all of your client data at once.
Team Management
Reduce your filing burden by collaborating with your team members and assigning specific roles to streamline your filings.
Multi E-Sign Feature
Seamless e-signature process! Send multiple e-sign requests to your clients and e-sign multiple returns all in one go.
Maximize Efficiency with Affordable Pricing
Boost your efficiency with our unbeatable prices!
Volume-Based Pricing
Maximize your savings! Take advantage of our volume-based pricing and file tax returns efficiently with TaxBandits.
Prepaid Credits
Easily manage multiple clients! Buy prepaid credits in advance and eliminate separate payments for each client.
BanditCash (Wallet)
To make tax payments easier, use BanditCash to add funds and enable the Auto Reload feature for seamless transactions.
Save more when you file more with our flexible payment options.
Request a QuoteEndless Possibilities for Business and Revenue Growth
Discover how TaxBandits can help you add value for your clients and grow your business at the same time!
API Integration
Boost productivity! Integrate your existing software or portal with our API and automate your tax filing.
White-Label Solution
Rebrand our platform as your own, enhancing your brand while providing a simplified tax filing experience.
Referral Program
Maximize your earnings by sharing the referral link to your website. You will earn rewards once the client files.
Contact our team at (704) 684-4758 to explore partnership opportunities and custom pricing!
Enhance Your Payroll Tax Filing Experience with TaxBandits
- Exclusive PRO Features – Create a Free TaxBandits Account Today!
- Seamless API Integration – Sign Up for a Developer Account and Explore More!
- Whitelabel Solutions & Referral Program – Call Us at (704) 684-4758!
Learn how TaxBandits can assist you in meeting your filing requirements with a live demo.
Client Success Stories
Seamless Payroll Reporting: TaxBandits Enabled the Leading Reporting Agent Firm to meet their E-file mandate easily
Streamlined Payroll Filing: Leading CPA Firm Found a Hassle-Free 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
Frequently Asked Questions about Reporting Agents
Who is a Reporting Agent?
A Reporting Agent can be an individual or an entity authorized by a taxpayer to prepare and file their withholding tax returns (941, 940,943,944,945, & 1042) with the IRS.
What things a reporting agent could be responsible for?
The Reporting Agents could also be responsible to:
How do Reporting Agents apply for an RA PIN?
Here are the steps to apply for an RA PIN:
- Have each client complete and sign a Form 8655
- Complete a “Reporting Agent’s List”
- Send the Form 8655 along with a “Reporting Agent’s List” to the IRS
The IRS will review your application and verify the information provided. Upon approval, you will be authorized as a reporting agent and provided with a 5-digit PIN.
What is the new IRS filing requirement for reporting agents?
The new 2024 requirements that impact Reporting Agents are as follows:
- Yes, the IRS mandates that Reporting Agents e-file the 94x Series and certain other forms they handle, with the only exception being if there are no e-filing options available for the form.
-
Starting in tax year 2023, previous Form 940-PR filers will now use Form 940. Additionally, they will have the choice to file the new Spanish language
Form 940 (sp). -
Starting with the first quarter of 2024, previous Form 941-SS filers will transition to filing Form 941, tailored for their use in the revised version issued
for this quarter.
Our Resources for Reporting Agents
E-file Mandate for 94x Series Forms — A Guide to Reporting Agents
A Complete Guide to Reporting Agents for Ensuring Accurate 941 Filings
IRS Issues New Form 941 for 2024: Updates You Should Know
Connect with
The TaxBandits Support Team
Our team is here to help you by phone, email, and live chat
