Enhanced interface

Set up 1099 e-filing with TaxBandits

Setting up 1099 e-filing with TaxBandits involves enabling the functionality in Sage Intacct and deciding how to set up an account in TaxBandits.

Step 1: Enable e-filing in Sage Intacct

Start by setting up Sage Intacct for e-filing.

Subscribe to Sage Cloud Services

Go to Company > Admin > Subscriptions > Sage Cloud Services and toggle the switch.
Select Subscribe.
You do not need to enable any of the features within Sage Cloud Services. A subscription to the module is enough.
Select Save.

Enable 1099 e-filing in Accounts Payable

Go to Accounts Payable > Setup > Configuration.
Select Enable 1099 e-filing powered by TaxBandits.
Select Save.

Assign permissions

Go to Company > Admin > Users.
In a role-based company, go to Company > Admin > Roles.
Select Subscriptions.
Select Accounts Payable.
Find Form 1099 and select Run.
Select Save.

Issue separate 1099s per entity

If E-file submissions is available in the Accounts Payable menu when you are in an entity, this means that Issue a separate 1099 per entity is already enabled.

Go to Company > Admin > Subscriptions > Multi-Entity Management > Configure.
Select Issue a separate 1099 per entity.
Select Save.

Step 2: Set up the TaxBandits account

Create the account before you create and try to send 1099 batches to TaxBandits. Then, decide how you plan to e-file. Go to TaxBandits when you're ready to begin.

Use	Notes
One person files	Create an individual account in TaxBandits.
Multiple people submit and need access to the same batches in TaxBandits	Use one company TaxBandits account if multiple people need to view or work with the same 1099 batches. Choose one person to create the TaxBandits account. That person becomes the account administrator. The administrator adds the other users as staff members in TaxBandits. Each staff member accepts the email invitation from TaxBandits and creates a separate login. Staff members use their own credentials but can view and work with batches associated with the shared company account. If you create your own TaxBandits account before accepting a staff member invitation, you cannot send 1099 batches from Sage Intacct. If you have not submitted forms in TaxBandits: Contact TaxBandits support and ask them to delete your admin profile. Keep your staff member profile and use it to create and send batches If you have already submitted forms: Ask the TaxBandits account admin to add you as a staff member using a different email address. Use the new staff member account to create and send batches in Sage Intacct Forms submitted using your original account remain accessible only in that account. Read this TaxBandits Knowledge Base article for more information.
One person who works across multiple TaxBandits accounts	If you are a staff member for multiple TaxBandits accounts using the same login, note these limitations: You can view and edit batches in TaxBandits. You do not need to correct errors within a batch in Sage Intacct and resubmit the batch. You cannot create or manage batches in Sage Intacct. To work with a different account, select the account from the TaxBandits dashboard. To create batches in Sage Intacct, ask the TaxBandits account admin to add you using a different email address. For security reasons, if your email is associated with more than one TaxBandits account (either as an Admin or a Staff member), you won't be able to send 1099 batches from Sage Intacct to TaxBandits. Inactivate the Admin profile so that you can send batches as a Staff member to your company account".

Use

Notes

One person files

Create an individual account in TaxBandits.

Multiple people submit and need access to the same batches in TaxBandits

Use one company TaxBandits account if multiple people need to view or work with the same 1099 batches.

Choose one person to create the TaxBandits account. That person becomes the account administrator.
The administrator adds the other users as staff members in TaxBandits.
Each staff member accepts the email invitation from TaxBandits and creates a separate login.

Staff members use their own credentials but can view and work with batches associated with the shared company account.

If you create your own TaxBandits account before accepting a staff member invitation, you cannot send 1099 batches from Sage Intacct.

If you have not submitted forms in TaxBandits: Contact TaxBandits support and ask them to delete your admin profile. Keep your staff member profile and use it to create and send batches

If you have already submitted forms: Ask the TaxBandits account admin to add you as a staff member using a different email address. Use the new staff member account to create and send batches in Sage Intacct

Forms submitted using your original account remain accessible only in that account.

Read this TaxBandits Knowledge Base article for more information.

One person who works across multiple TaxBandits accounts

If you are a staff member for multiple TaxBandits accounts using the same login, note these limitations:

You can view and edit batches in TaxBandits. You do not need to correct errors within a batch in Sage Intacct and resubmit the batch.
You cannot create or manage batches in Sage Intacct.

To work with a different account, select the account from the TaxBandits dashboard.

To create batches in Sage Intacct, ask the TaxBandits account admin to add you using a different email address.

For security reasons, if your email is associated with more than one TaxBandits account (either as an Admin or a Staff member), you won't be able to send 1099 batches from Sage Intacct to TaxBandits. Inactivate the Admin profile so that you can send batches as a Staff member to your company account".