Filing With TaxBandits

TaxBandits is an e-filing provider of Payroll and Employment Tax Forms, allowing businesses to stay compliant with the IRS. You can connect your Zoho Books organization with TaxBandits to file your 1099-MISC and 1099-NEC forms to the IRS easily.

Prerequisite: Ensure you’ve set up 1099 tracking and generated the 1099 - MISC or 1099 - NEC report in Zoho Books.

Sign In to TaxBandits

Before you start filing your 1099 forms through TaxBandits, sign in to your TaxBandits account. Here’s how:

Note: If you don’t have an account, click Sign Up and create a new TaxBandits account.

Sign in to TaxBandits

Once you sign in to TaxBandits, you will be able to connect it with your Zoho Books organization and file your 1099 forms.

Connect Zoho Books to TaxBandits

After signing into TaxBandits, select the 1099 form you want to file, and connect your Zoho Books account with TaxBandits to import the form details. To do this:

Select 1099 Form

Note: If you want to file your 1099 form for the previous tax year through TaxBandits, click Select a different tax year in the same page.

Select Tax Year Click Continue to Integrate Click Connect under Zoho Books Sign in to Zoho Books Provide Access to Zoho Books details

Your Zoho Books account will now be connected to TaxBandits.

Import and Review Data

Import Business Information

After connecting your Zoho Books account with TaxBandits, you will be redirected to the Business Information section in TaxBandits. Here, you should import your organization details and your 1099 form from Zoho Books. To do this:

Select Zoho Books organization

Insight: TaxBandits imports your organization’s details as the IRS requires your recipient or business information on Form 1099-MISC or 1099-NEC. This includes:

  • Recipient Name (Business Name)
  • Recipient Address (Street, City, State, Country, ZIP, and Contact Number)
  • Recipient TIN (Tax Identification Number)
Click Save and Continue

Your organization details will be saved in TaxBandits and you will be redirected to the Import Summary section.

Review Import Summary

In the Import Summary section, you can review the number of recipient (vendor) records fetched from your 1099 report.

Note: If there are any errors in the imported data, click Fix Errors to fix each record or Export Errors to fix them in bulk. Learn how to fix your recipient records.

Review Import Summary

Your vendor records will be saved and you will be redirected to the Review and Select Services section.

Review and Select Services

In this section, review and choose the services through which you want to transmit the 1099 form to the IRS.
Note: Visit the TaxBandits pricing page to check out the prices for each service.

null Click Continue

You will now be redirected to the Cart Summary to transmit the form to the IRS.

Transmit 1099 Form to the IRS

After reviewing the imported data, you should pay for the TaxBandits services you’ve selected and transmit your 1099 form to the IRS. Here’s how:

Click Complete Your Order Pay and Transmit

Your order is now complete, and TaxBandits will transmit your 1099 form to the IRS through the selected services.

Payment Success
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