TaxBandits
taxbandits.com
What it is
TaxBandits provides electronic filing for payroll and employment forms, including 1099, W-2, 94x, ACA 1095, W-9 and BOI reports. It is aimed at business owners, tax professionals and service providers, and supports federal and state tax filing. Users can upload form data in bulk with CSV templates or provide completed W-9 PDFs for AI extraction of recipient information. Validation includes IRS business-rule and schema checks, TIN matching and USPS address validation. Listed integrations include Sage Intacct, Karbon, QuickBooks, Xero, Zoho Books, FreshBooks, Zapier and an API. The API supports filing workflows for W-9, 1099, W-2 and TIN matching. TaxBandits says it is SOC 2 certified and encrypts stored and transmitted client data; accounts can enable authenticator-app two-factor authentication. Its Companion app for iOS and Android supports W-9/W-8 management, with unlimited collection free to use. Payroll plans start at $19 a month, with a 30-day trial listed. Annual W-2 and 1099 filings are excluded from payroll plans and cost extra; separate federal 1099 and W-2 filing is priced by volume, starting at $2.75 per form for the first 10 forms.
Spec sheet
- What it does
- TaxBandits is an IRS-authorized online service for collecting tax data and electronically filing forms such as 1099, W-2, 94x, ACA 1095, W-9 and BOIR.Read 15 Oct 2026 · taxbandits.com
- Product
- TaxBandits offers e-filing for payroll and employment forms, including 1099, W-2, 94x, ACA 1095, W-9, and BOI reports.Read 29 Sep 2026 · taxbandits.com
- Audience
- The service is aimed at business owners, tax professionals, and service providers of all sizes.Read 29 Sep 2026 · taxbandits.com
- Free plan
- NoRead 20 Sep 2026 · taxbandits.com
- Paid from
- 19Read 20 Sep 2026 · taxbandits.com
- API
- The TaxBandits API supports e-filing workflows for W-9, 1099, W-2, TIN Matching, and more.Read 29 Sep 2026 · taxbandits.com
- Integrations
- No-code connections are listed for Sage Intacct, Karbon, QuickBooks, Xero, FreshBooks, Zoho Books, VMS, CSV and Zapier.Read 15 Oct 2026 · taxbandits.com
- Security
- TaxBandits describes itself as SOC 2 certified and says it encrypts stored and transmitted client data.Read 29 Sep 2026 · taxbandits.com
- Support
- Support is offered through phone, email, 24/7 live chat, FAQs, videos and BanditAI; an API-specific developer email is provided.Read 15 Oct 2026 · taxbandits.com
- Headquarters
- Rock Hill, South Carolina, United StatesRead 23 Sep 2026 · taxbandits.com
- Founded
- 2012Read 23 Sep 2026 · taxbandits.com
- Account protection
- Clients can enable two-factor authentication using an authenticator app.Read 29 Sep 2026 · taxbandits.com
- AI extraction
- Uploaded paper W-9/W-8 forms can be processed by AI to extract fields into the account address book for later filings.Read 15 Oct 2026 · site.taxbandits.com
- API architecture
- The developer API is REST-based, exchanges JSON, uses OAuth 2.0 tokens and exposes create, update, validate and transmit operations.Read 15 Oct 2026 · developer.taxbandits.com
- API events
- Webhooks report filing status and can notify clients when generated PDFs are ready for download.Read 15 Oct 2026 · developer.taxbandits.com
- API security
- The API uses TLS, IP allowlisting, HMAC-SHA256 request signing, nonces and token authentication, and does not support CORS.Read 15 Oct 2026 · developer.taxbandits.com
- Calculation-error protection
- Terms provide reimbursement for IRS or state penalties caused solely by a TaxBandits calculation error, subject to notice within 30 days and supporting evidence.Read 15 Oct 2026 · taxbandits.com
- Company headquarters
- SPAN Enterprises LLC lists its headquarters at 2685 Celanese Road, Suite 100, Rock Hill, South Carolina 29732.Read 15 Oct 2026 · taxbandits.com
- Company history
- TaxBandits says it began as ExpressTaxFilings in 2012 and was rebranded and developed into TaxBandits in 2017.Read 15 Oct 2026 · taxbandits.com
- Company legal name
- The legal entity is SPAN Enterprises LLC, doing business as TaxBandits.Read 15 Oct 2026 · taxbandits.com
- Company size and founding
- LinkedIn lists TaxBandits as privately held, founded in 2010, headquartered in Rock Hill and employing 11-50 people.Read 15 Oct 2026 · linkedin.com
- Criticism: high-volume pricing
- Toolradar notes that per-form pricing can become costly for high-volume filers because there is no general flat-rate filing plan.Read 15 Oct 2026 · toolradar.com
- Criticism: international scope
- An independent Toolradar review says the product is mainly aimed at U.S. federal and state forms, limiting international use.Read 15 Oct 2026 · toolradar.com
- Data import
- The product accepts bulk CSV/FIRE uploads, copy-and-paste entry, bulk 941 entry and AI-powered W-9 import.Read 15 Oct 2026 · taxbandits.com
- Data retention
- The privacy policy says tax-filing information is stored for seven years to match IRS retention requirements.Read 15 Oct 2026 · taxbandits.com
- Filing pricing
- 1099 and W-2 federal e-filing is priced by form volume; the page lists $2.75/form for the first 10 forms and lower per-form prices at higher volumes.Read 29 Sep 2026 · taxbandits.com
- Import
- Users can bulk upload form data with TaxBandits CSV templates and can upload completed W-9 PDFs for AI extraction of recipient information.Read 29 Sep 2026 · taxbandits.com
- Independent company record
- Crunchbase lists SPAN Enterprises LLC as a private Rock Hill software company with 51-100 employees and founders Agie Sundaram and Naga Palanisamy.Read 15 Oct 2026 · crunchbase.com
- Limit: sandbox confusion complaint
- One Trustpilot reviewer alleged live W-2 and 94x filings were routed to a developer sandbox and support took weeks to resolve it.Read 15 Oct 2026 · trustpilot.com
- Limit: support incidents
- Trustpilot complaints include non-working chat, unhelpful support and needing to contact the IRS for answers.Read 15 Oct 2026 · trustpilot.com
- Mobile app
- The TaxBandits Companion app is available for iOS and Android and supports W-9/W-8 management.Read 29 Sep 2026 · taxbandits.com
- Mobile app cost
- The Companion app is free to download and install, and the page says W-9/W-8 collection is unlimited and free.Read 29 Sep 2026 · taxbandits.com
- Notable news
- The 2025 tax-year changelog reports a W-9/W-8 mobile app, Chrome extension, AI form extraction, Smart Review and free USPS address validation.Read 15 Oct 2026 · site.taxbandits.com
- Payroll limit
- Annual Form W-2 and 1099 filings are not included in the payroll plans and incur a separate charge.Read 29 Sep 2026 · taxbandits.com
- Payroll trial
- The payroll page offers a 30-day free trial.Read 29 Sep 2026 · taxbandits.com
- Praise: filing breadth
- G2 reviewers praise the ability to file many tax forms, remembered information and an easy online filing workflow.Read 15 Oct 2026 · g2.com
- Praise: support and usability
- Trustpilot reviewers repeatedly describe the interface as easy and praise patient, knowledgeable live or telephone support.Read 15 Oct 2026 · trustpilot.com
- Rating on Apple App Store
- No rating overview is displayed because the app has not received enough ratings or reviews.Read 15 Oct 2026 · apps.apple.com
- Rating on Capterra
- 0.0 out of 5 from 0 user reviews.Read 15 Oct 2026 · capterra.com
- Rating on Chrome Web Store
- 5.0 out of 5 from 1 rating.Read 15 Oct 2026 · chromewebstore.google.com
- Rating on G2
- 5.0 out of 5 from 2 TaxBandits reviews.Read 15 Oct 2026 · g2.com
- Rating on GetApp
- 0 out of 5 from 0 reviews.Read 15 Oct 2026 · getapp.com
- Rating on Trustpilot
- 3.9 out of 5 from 18 reviews.Read 15 Oct 2026 · trustpilot.com
- Recipient distribution
- TaxBandits can provide online recipient access, domestic or international mailing, combined mailing plus online delivery, and print services.Read 15 Oct 2026 · taxbandits.com
- Sandbox
- Developers can request a sandbox account that simulates end-to-end filings and returns test responses before production access.Read 15 Oct 2026 · developer.taxbandits.com
- SDKs
- Official API materials list SDK libraries for Java, Node.js, .NET and Python.Read 15 Oct 2026 · developer.taxbandits.com
- Security certifications
- TaxBandits states that its company is SOC 2 certified and displays SOC, HIPAA, CCPA and PCI-related compliance marks.Read 15 Oct 2026 · taxbandits.com
- Supported forms
- The public API supports federal and state filing plus recipient distribution for 1099-NEC, 1099-MISC, 1099-K, W-2, 941, 940, Schedule R, W-9, TIN matching, 1095-C and 1098-T.Read 15 Oct 2026 · developer.taxbandits.com
- Team controls
- Team features include SSO, unlimited team members on qualifying configurations, role assignment, grouping by business or location and shared company cards.Read 15 Oct 2026 · taxbandits.com
- Validation
- Built-in checks include internal audit review, TIN matching, USPS address validation, Smart Review and IRIS business validation.Read 15 Oct 2026 · taxbandits.com
- W-9/W-8 collection
- Users can request forms by email, hosted link, text or QR code, track submissions, validate TINs and store completed forms.Read 15 Oct 2026 · taxbandits.com
Plans and prices
Strong points and limits
Strong points
- Bulk uploads use CSV templates.
- Completed W-9 PDFs can be processed for recipient details.
- Validation includes TIN matching and address checks.
- API supports several filing workflows.
- Companion app collection is unlimited and free.
Limits
- Annual W-2 and 1099 filings cost extra on payroll plans.
- Federal filing prices vary by form volume.
- Payroll plans are listed from $19 a month.
Who it suits
TaxBandits suits business owners, tax professionals and service providers handling employment and payroll forms. It also offers W-9/W-8 collection through its iOS and Android Companion app.
TaxBandits in depth
Read the full write-up
Overview
TaxBandits is a service for preparing and electronically filing business tax and employment forms, from 1099s and W-2s to ACA 1095s and BOI reports. It is best suited to businesses and tax professionals handling recurring or high-volume filings, especially when they need to gather recipient information and check it before submission.
Its combination of bulk import, validation, integrations and mobile W-9/W-8 collection makes it more than a filing outlet. Payroll subscriptions have a separate cost boundary: annual W-2 and 1099 filings are charged in addition to the monthly plan.
Key features
Import and validation
CSV templates support bulk form-data uploads, and completed W-9 PDFs can be uploaded for AI extraction of recipient information. IRS business-rule and schema checks, TIN matching, and USPS address validation help catch common data problems before filing. These safeguards are valuable when managing many recipients, though they do not replace review of the underlying records.
Integrations and API
Connections include Sage Intacct, Karbon, QuickBooks, Xero, Zoho Books, FreshBooks and Zapier. The API supports e-filing workflows for W-9, 1099, W-2 and TIN matching, among other functions. That breadth gives service providers options for connecting filing work to existing systems; teams without integration needs may get less value from this part of the product.
Security and mobile collection
TaxBandits describes itself as SOC 2 certified and says it encrypts client data in storage and transit. Accounts can enable two-factor authentication with an authenticator app. Its Companion app for iOS and Android supports W-9/W-8 management; downloading and installing it, and collecting these forms, are free, with unlimited collection.
Pricing
Payroll pricing starts at $19 a month, and the payroll page offers a 30-day free trial. Basic Payroll costs $19 a month and includes unlimited payroll runs and pay stubs with a $0 employee fee. Plus Payroll costs $29 a month, also with a $0 employee fee, and includes Basic. The higher tier is for buyers who need the additional Plus package; the plan facts do not itemize its extra benefits. Both plans leave annual W-2 and 1099 filings outside the subscription, so employers should budget for those separately.
Basic and Plus are also shown at $19 a month and $29 a month respectively, each with a $0 employee fee and unlimited pay runs. These figures do not establish that annual filing is included, so they should not be treated as all-in prices for year-end forms.
For federal 1099 and W-2 e-filing, pricing is per form: $2.75/form for the first 10 forms, with lower per-form prices at higher volumes. That structure is straightforward for small batches but makes total cost volume-dependent. A free plan is available, although its caps are not established here; do not assume it covers a particular filing workload.
Platforms
TaxBandits supports web, iOS, Android, an API and an extension. The mobile Companion app is specifically useful for W-9/W-8 collection, while the API is the relevant route for building filing workflows into other software.
Who it's for
Business owners, tax professionals and service providers can use TaxBandits for federal and state tax filing, tax payment, form preparation, reconciliation and year-end forms. It is a stronger fit for organizations that handle several form types, need validation or want to integrate filing with accounting tools. A business buying payroll alone should compare the subscription with its separate year-end filing costs.
Pros and cons
Useful checks before filing: IRS rules, TIN matching and USPS address validation address distinct sources of form errors.
Flexible intake: Bulk CSV uploads and AI extraction from W-9 PDFs can reduce manual entry for larger recipient lists.
Free mobile collection: Unlimited W-9/W-8 collection in the iOS and Android app is useful when gathering forms is the main need.
Payroll is not all-in: Annual W-2 and 1099 filings cost extra, and federal form filing is priced by volume.
Free-plan boundaries are unclear: A free plan exists, but the cap is not established, making it difficult to judge whether it will cover a recurring workload.
Alternatives
Tax1099 is worth considering for individuals or small businesses that want a free starting tier and pay-per-form filing, or for SMB teams willing to pay $249 a year for its Teams plan.
Yearli offers a free-to-start option for W-2 and 1099 forms, quarterly filing, online chat and email, and per-form TIN matching; consider it when that combination and Windows support suit your workflow.
1099 Pro may suit Windows users seeking a one-time enterprise license, with plans starting at $699.00 USD for a single user and 5,000+ forms.
The IRS IRIS Taxpayer Portal is a free web option for up to 100 returns at a time, using manual entry or CSV upload, but requires an IRIS TCC.
1099FIRE is another option for readers comparing filing and TIN-matching tools.
eFileMyForms offers a 1099 e-file, print and mail plan at $4.89 a month for 1–20 forms per order; print-and-mail orders may add a $1 per-form processing fee.
ONESOURCE Certificate Manager is an alternative to consider when its API, self-hosted, web or Windows platform options are relevant; it uses custom pricing.
1099 Express is another alternative for readers comparing form-filing software.
Browse tax information reporting software, payroll tax software or tax compliance software for more options by category.
Verdict
TaxBandits is a strong choice for businesses and tax professionals that need a connected workflow for collecting, checking and filing multiple kinds of tax forms. Its validation tools, integrations and free mobile W-9/W-8 collection are the clearest reasons to choose it. Look elsewhere if you need payroll pricing to include annual W-2 and 1099 filings, or if predictable total filing cost matters more than a broad set of workflows.
Verdict
TaxBandits combines form filing, validation, integrations and mobile W-9/W-8 collection. Payroll pricing starts at $19 a month, but annual W-2 and 1099 filings are separate charges.
Where Specifiction places it
- Tax Compliance Software#3 of 1059.2
- W-2 Filing Software#2 of 328.9
- 1099 Filing Software#2 of 318.9
- Tax Information Reporting Software#2 of 268.7
- Payroll Tax Software#3 of 318.8
- ACA Compliance Software#2 of 88.6