Troubleshoot 1099 e-filing with TaxBandits

If the option to enable e-filing is unavailable, make sure that you are subscribed to Sage Cloud Services.

Ask your administrator to confirm that your company is configured to Issue a separate 1099 per entity.

It can take several minutes for TaxBandits to receive the batch. If the batch is still in progress after some time, refresh the page and check the status again.

If the batch remains in progress, contact your designated Sage Intacct support user.

Review the status and correct any errors. Then submit the batch again. If the batch continues to fail, contact your designated Sage Intacct support user.

This error indicates that Sage Intacct could not authorize the connection to TaxBandits. Check that your TaxBandits account is still active and try to submit the batch again.

If the error continues, contact your designated Sage Intacct support user.

This error occurs when information required for PAYERID is missing.

If you’re filing from the top level:

1. Go to Company > Setup > Company.

2. Review or edit the Legal name.

3. Select Save.

4. Resubmit the batch.

If you’re filing from an entity:

1. Go to Company > Setup > Entities.

2. Edit the appropriate entity.

3. If the entity record has Enable legal name and address on 1099 and 1096 forms enabled, review or edit the Legal name.

   Otherwise, review or edit the Print entity name as field.

4. Select Save.

5. Resubmit the batch.

If the error continues, contact your designated Sage Intacct support user.

If payer information is missing, correct the payer information, and then resubmit the batch.

Correct vendor 1099 information on the vendor before continuing with the filing.

After you make the correction, check the information again. Then submit the batch again.

How the tax ID appears on 1099 forms depends on your Multi-Entity Management configuration.

If Issue a separate 1099 per entity is not selected, your multi-entity structure is treated as one company for 1099 reporting. The 1099 forms use the top-level's name, address, and tax ID, even when a subordinate entity made the payment.

Make sure your browser allows pop-ups from Sage Intacct and TaxBandits. Then try again.

If the issue persists, contact your designated Sage Intacct support user.

To view batches created by another user, you must be a staff member or administrator on the same TaxBandits account.

If you're not a staff member on the batch owner's account, ask the account owner to add you as a staff member. Learn more about setting up your TaxBandits account.

Ask your TaxBandits account administrator in Sage Intacct to confirm that:

• Your email address is associated with the account.

• You have access to the correct company.

If you still cannot access the account, learn how to get support.

Make sure you’re signed in to the TaxBandits account connected to the Sage Intacct company from which you’re filing.

If multiple TaxBandits accounts use the same email address, select the account associated with the Sage Intacct company.

Ask another TaxBandits administrator to update the account contact information and provide access to the appropriate staff members.

If no one at your company can access the administrator account, contact TaxBandits Support for help with account access.

After access is restored, confirm that you’re using the TaxBandits account connected to Sage Intacct before sending another batch.

If your company already uses a TaxBandits account, a batch sent from Sage Intacct will not appear in a separately created account.

To resolve, sign out of TaxBandits. Then sign in to the account associated with your company’s Sage Intacct e-filing setup.

If you cannot access that account, contact your TaxBandits administrator in Sage Intacct or TaxBandits Support.

When you create a batch, the E-file with TaxBandits window shows whether you're already signed in to a TaxBandits account.

If you need to send the batch to a different account, see Change the TaxBandits account.

Before you change accounts, resolve any batches that are in progress in the current TaxBandits account.

After you change the account, confirm that you can access the expected account before sending another batch.