TaxBandits Knowledge Base

Can I import recipient information from Xero to TaxBandits to file Form 1099?

Yes, you can import recipient information from your Xero account to TaxBandita to file Form 1099.

Note: Before connecting your Xero account, confirm that your ‘UserRole’ is ‘Advisor'. The 1099 Report is available in Xero under 'Accounting -> Reports -> 1099 Report'.

From TaxBandits, you need to select the Start Now option under Xero Connect. Then, click Connect and enter your Xero credentials. Choose the company and click Allow Access. Payer and recipient payment information will be imported into TaxBandits from your Xero account. You can then review the forms generated based on the import and continue the filing.

For step-by-step instructions on how to import Form 1099 details from Xero, click here.