Form 1099 Filing with TaxBandits Template
Download your free Form 1099 Filing with TaxBandits template to personalise and use in your bookkeeping or accounting firm.
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About this template
Use this template to manage your complete 1099 filing workflow with TaxBandits. Send client requests, collect payee and payment details, prepare returns, obtain and e-file directly with the IRS—all while tracking status inside Karbon.
Learn more about this template.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
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How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About TaxBandits
TaxBandits is an authorized IRS e-file provider, meeting federal requirements for secure electronic submission and handling of taxpayer information. End-to-end tax compliance, with peace of mind built in.
