TaxBandits Knowledge Base

How to upload my Form 1042 in bulk?

With TaxBandits, you can e-file large numbers of tax returns at once. Our bulk import feature allows you to import 1042 data for multiple withholding agents.

Follow these simple steps to bulk import your 1042 forms:

Step 1: Sign in to your TaxBandits account.

Step 2: Navigate to the 1042 Dashboard.

 

Step 3: From the dashboard, click 'Upload Multiple 1042.'

 

Step 4: On the ‘Data Upload’ page, you can download our CSV template and fill in the data by following the instructions.

 

Step 5: Once you fill in all the information on the downloaded template, you can upload the file or drag and drop it. Note that only CSV files are supported. Then, click 'Continue.' 

Step 6: You’ll get a preview of the form. Once you have checked all the details, click 'Continue to Import.'

 

Step 7: On the ‘Import Summary’ page, review your details in the 'Forms without Errors' pane and click 'Continue Filing with Forms Without Errors.' If there are any errors, you'll find them in the 'Forms with Errors' pane. Export the errors, fix them, upload the corrected file back into the system, and continue filing.

 

Step 8: Proceed to the ‘Audit Check’ and validate your form data. 

 

Step 9: If you are a tax professional, you must request the client’s signature on Form 8453-WH to e-file Form 1042. Once the client has completed their signature, you must e-sign the form. 

Step 10: Then proceed to pay and transmit the form. 

By following these steps, you can effortlessly use our standard template to import your data to file Form 1042 with TaxBandits.