How to import data from Sage Intacct to TaxBandits?
2.1k views |Last modified 12/21/2022 1:20:26 AM EST | Added by TaxBandits Team

To import data from Sage Intacct to TaxBandits, 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.

A pop-up window will display the summary of the vendor details. Once you verified, 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. Click Allow Sage Intacct to send your 1099 information to TaxBandits.

Once you authorize Sage Intacct to send your 1099 information to TaxBandits, TaxBandits will have access to your 1099 form information. This allows you to create, edit, and review 1099 forms.