E-file 1099s with TaxBandits

Create a batch of 1099 forms in Sage Intacct and send it to TaxBandits for filing. In TaxBandits, you can validate the information, resolve errors, submit forms to the IRS, complete state filing, mail forms to recipients, and provide recipients with online access.

You can send multiple batches to TaxBandits. For example, you can create separate batches for different forms, entities, or groups of vendors or employees.

Before you begin

Complete the steps in Set up 1099 e-filing with TaxBandits.

Step 1: Create and send a batch

If you’re filing from the top level but have vendors that were created at the entity level, you must file for those vendors from within the entity.

Vendors created at the top level can be included in top-level filing even when their transactions were entered at an entity.

Go to Accounts Payable > All > 1099s > E-file submissions.
Select the Tax year.
Typically, you file 1099 forms after the end of the reporting year, so the previous year is selected by default.
Select Add.
Select the reporting year in Year ending.
Select the vendors or employees to include.
By default, Select all vendors is selected. To include only certain vendors, clear the checkbox and use the From and To fields.
- To include one vendor, select the same vendor in both fields.
- To include a range, select the first and last vendors in the range.
If you’re filing from the top level of a multi-entity company that issues separate 1099s by entity, select the Entity or entity group.
If Generate separate 1099s by paying entity is selected on the Configure Accounts Payable page, select a single paying entity. Create a separate e-file for each paying entity.
Select any additional options that apply:
- Exclude credit card payments: Excludes credit card payments from the batch. Credit card transactions are never included on 1099-MISC forms.
- Include vendors regardless of 1099 status: Includes vendors] who are no longer set up for 1099 treatment but still have 1099 transactions for the selected tax year.
Select the Form to e-file.
Select E-file.
The E-file with TaxBandits window displays a summary of the vendors in the batch and the total 1099 amount.
Select Download file to review the information before sending it to TaxBandits.
Select E-file.
A new browser window opens.
Sign in to TaxBandits, and Sage Intacct sends the batch.
If this is your first time connecting to TaxBandits, select Allow to allow Sage to send the 1099 information.

Troubleshooting

Step 2: Confirm that TaxBandits received the batch

After you send the batch, it appears on the 1099 E-file Submissions page in Sage Intacct. Depending on the number of forms in the batch, it can take some time for the batch to arrive in TaxBandits.

Go to Accounts Payable > All > 1099s > E-file submissions.
Select the Tax year.
Select Refresh to get the latest status.

Use the batch status to determine what to do next:

Status	What it means	What to do
In progress	Sage Intacct is sending the batch, but TaxBandits has not received it yet.	Select Refresh to check for an updated status.
Submitted	TaxBandits received the batch. A link appears in the Batch ID column.	Select the Batch ID to continue in TaxBandits.
Failed	Sage Intacct found incorrect or missing information, or a connection problem prevented the batch from being sent.	From the Action menu, select View errors. Correct the issue, then resubmit the batch.

Troubleshooting

Step 3: Review and file in TaxBandits

When the batch status is Submitted, TaxBandits has received the batch.

On the E-file submissions page, select the Batch ID.
A new browser tab opens, where you can sign in to your TaxBandits account.
Confirm the business information for your company, and then select Continue.
The TaxBandits dashboard displays the forms in the batch, identifies the forms that are ready for filing, and shows which forms contain errors.
Select Resolve errors for forms that contain incorrect or incomplete information.
Changes made in TaxBandits do not update records in Sage Intacct.
If you correct information in TaxBandits, update the corresponding information in Sage Intacct separately so that your records remain consistent. Alternatively, update the information in Sage Intacct first and resubmit the batch.
When the information is correct, select Continue filing.
Review the forms included in the filing, and then select Continue.
Select any additional services that you need, such as:
- state filing
- mailing forms to recipients
- providing recipients with online access to their forms
Continue to the cart summary and complete the payment process.

After you file

TaxBandits sends an email about the filing status and whether the IRS accepted or rejected the return. Check the filing status in your TaxBandits account. If the return is rejected, you can resubmit it.

Get help

The appropriate support team depends on where the problem occurs:

Contact your designated Sage Intacct support user if a batch remains in progress or continues to fail after errors have been addressed.
Contact TaxBandits Support for problems after the batch reaches TaxBandits to get help correcting information in TaxBandits or completing submission to the IRS. Contact TaxBandits support at (704) 684-4751 or support@taxbandits.com.