How to enable online access for your employees?

Last modified 1/4/2023 3:12:27 AM EST

You can enable Online Access during form submission or even after transmitting the forms to the IRS or SSA.

To enable Online Access while preparing tax forms, follow these steps:

• Once you complete your 1099/W-2 forms, navigate to the Form Distribution page. There, you can enable BanditShare (Online Access) and proceed to pay.

 

If the recipient fails to view or download their forms before the deadline, a penalty may apply to you. To avoid this, you can enable Smart Mail, which automatically sends postal mail to recipients who haven’t accessed their forms in the secure portal by January 29, 2025.

 

To enable Online Access after transmitting the tax forms, follow these steps:

Step 1: From the dashboard, navigate to the ‘Online Access’ menu.

 

Step 2:  Click ‘View Forms’ next to the payer for whom you need to enable online access for the recipient/employee.

 

Step 3: All the recipients under the payer will be displayed. Select the recipient/employee for whom you want to enable online access and click ‘Enable Online Access’. 

 

Step 4: Complete your order to enable online access for the recipient/employee.