What’s New: A Look at TaxBandits’ Next Generation of Enhancements
Managing tax filings while juggling secure collaboration and staying organized is getting more challenging by the day. We’ve been listening to your needs - and we have been busy building your perfect solution.
With TaxBandits, everything just got a whole lot easier! We're here to simplify your workflow and boost your efficiency like never before!
Your Tax E-filing Experience, Perfected:
- The new TaxBandits is powered by more robust features, functionalities, and advanced technology to meet your evolving needs.
- Enhanced features will transform the way you manage your clients, team, and filing process.
- The fresh, new user interface is designed for smoother and more efficient filing.
Welcome to What’s New From TaxBandits!
Welcome Dashboard
After signing in, you'll land on the new welcome page, where you can easily choose your next action—whether it's filing a tax form, handling BOI Reporting, or navigating directly to BanditConnect (Client Portal) or BanditCollab (Team Management).
Then
Now
Tax Filing Dashboard
Complete Filing Overview: The upgraded dashboard gives you a clear, centralized view of all your filings, making it easy to monitor and manage everything in one place.
Notifications: Your dashboard will display a real-time summary of filing statuses and any actions that need your attention.
Then
Now
BanditConnect (Client Portal)
Our client portal has a new name and enhanced capabilities. With BanditConnect, you can provide your clients with seamless, secure communication customized with your branding.
Client Collaboration: Facilitate seamless client collaboration – Your clients can review and approve forms and BOI reports, share documents, and send you messages.
Customization:Completely customize the portal with your firm’s branding, including the logo, theme, URL, and more.
Personalized Emails: Customize the 'from' email address so your clients can easily recognize your branding.
Send Invites: The ‘Send Invite’ option makes it easy to onboard your clients and grant them access to their secure portal.
Collaborators: Once the secure portal is set up, your clients can add their staff as 'Collaborators' to access the portal and assist with the filing process.
BanditCollab (Team Management)
Our staff management feature now has a new name, ‘BanditCollab’, with enhanced options to streamline your workflow and team collaboration.
Bandit Role System : Our role settings have been renamed.
- BanditSolo (No role)
- Bandit Duo (Two roles)
- BanditTrio (Three roles)
Enterprise Login: You can enable your team members to log in using SSO, eliminating the need for a password.
BanditComplete
Introducing BanditComplete, our new distribution service offering both Postal Mailing and Online Access. This dual method ensures your recipients and employees receive their forms securely and conveniently, eliminating the need to re-issue copies in the future.
BanditShare (Online Access)
BanditShare offers additional services, giving you more options to ensure IRS/SSA compliance for 1099/W-2 distribution.
Send postal mail to recipients without email addresses
Send postal mail to recipients automatically in cases where the recipient hasn't accessed/downloaded their digital form copy.
A Simplified, Flexible Filing Process
We’ve simplified the filing process and added more flexible options for importing your data.
Add/Edit Option : You can now add or edit the payer and recipient directly while filling out the form, without needing to go to the Address Book.
Enhanced Bulk Upload : The 1099/W-2 bulk upload(CSV) process is even easier and more intuitive.
Introducing Copy & Paste: You can now copy and paste 1099 data directly from your file into our system, where it will be automatically mapped to the correct fields to generate forms.
Introducing Google Sheet Uploads: Along with CSV files, TaxBandits now lets you import 1099-NEC form data directly from a Google Sheet in your Google Drive.
Navigating the New TaxBandits Layout
TaxBandits’ new layout is simpler, cleaner, and more intuitive than ever. Here’s a quick guide to help you navigate like a pro in no time!
Form Summary
The 'Form Summary' page now has multiple tabs, allowing you to quickly view federal, state, and recipient copy distribution requirements at a glance.
Federal: View all the forms you've prepared and are ready to file with the IRS/SSA in detail.
State Filing: Meet your state filing requirements - you’ll find helpful state instructions on this tab.
Distribution Options: Choose your preferred solution for distributing recipient copies.
1099/W-2 ‘All Payers’ Dashboard
A Comprehensive View: Manage and track the filings for all the payers in your account from one central location.
Form Summary: View a complete summary for each payer, with forms categorized as submitted or unsubmitted, and the last modified date for each form.
Start New or Download Forms: File new forms for any payer or download previously submitted forms with ease.
1099/W-2 Individual Payer Dashboard
Detailed View: Access a comprehensive view of all transmitted 1099/W-2 forms and the files uploaded for a particular payer.
Unsubmitted: Track the forms that are already started but haven’t completed yet. You can easily resume working on forms from where you left off and transmit them once completed.
Submitted: Quickly review and verify the submission status and detailed information for each form.
