How do Sage users integrate with TaxBandits?
940 views | Last modified 1/18/2023 6:02:18 AM EST | Added by TaxBandits Team

Applicable To
94X 1099 W-2 ACA W-4

TaxBandits allows you to securely import 1099 reports/form information from your Sage account to your TaxBandits account. Once you import the form details, you can make any necessary changes and e-file your 1099 forms with the IRS. 

Follow the steps below to connect from Sage to TaxBandits.

  • Turn on your Sage Cloud Service from the subscription page to get started. Enabling this module will allow you to connect with TaxBandits.

  • Navigate to Company -> Accounts Payable -> E-File to allow the user permission for 1099 form integration with TaxBandits.

  • The 1099 E-File Submission Log page will appear. Click 'Add' to create a new batch on the 1099 E-File Submission Log page and tax year. Next select 'Vendor Name' from the drop-down, 'Entity Group', and 'Form Name', then Click 'E-File'.

  • Upon successful creation, a Batch ID will be generated. When you click on the Batch ID, you will be redirected to TaxBandits.

Login into TaxBandits. 

  • If you are an existing TaxBandits user, log in with your existing credentials. If you are a new user,  create a new account with TaxBandits.
  • Allow Sage to send your 1099 information to TaxBandits by clicking 'Allow'.

  • Once you authorize Sage to send your 1099 information, TaxBandits will have access to the 1099 form information, allowing you to create, edit, and review 1099 forms. 

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