What are the privileges given to staff members?
549 views |Last modified 4/13/2023 4:53:14 AM EST | Added by TaxBandits Team

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

Once the admin/Co-admin invite staff members to TaxBandits and assigns the businesses, they will receive an email directing them to set a password and sign in to their account. They will then have access to the following: 

  • Manage all the assigned businesses. 
  • Import Form 1099 information for these businesses from Sage Intacct to TaxBandits. They can also create and transmit new forms as needed from TaxBandits. 
  • Ability to add services (ex. Federal E-file, State E-File, Postal Mailing, and Online Access).
  • Pay and transmit forms to IRS.
  • Download, email, and print recipient copies as needed.
     

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