TaxBandits
by SPAN Enterprises
IRS-authorised e-file service for 1099, W-2, 94x, ACA and W-9 information returns.
- Category
- Finance & ERP
- Type
- Tax compliance
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Signed JWT, OAuth 2.0
02Data
What you can sync.
- 1099 forms
- W-2 forms
- W-9 requests
- Filing status
- Businesses
Load TaxBandits 1099 forms into the Warehouse and build board-ready reports and Slides from the same figures.
Need more? Name any other TaxBandits data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A signed JWT
- OAuth 2.0 (client ID, client secret, refresh token)
TaxBandits uses a signed JWT or OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in SPAN Enterprises if you need help.
04How it works
How it works in DataMind.
-
Pick TaxBandits.
Open Lake, pick TaxBandits in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the TaxBandits API docs.
-
Answer a few questions.
The AI reads the TaxBandits documentation, then asks which credentials you will use, which data to sync (for example 1099 forms and W-2 forms), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then TaxBandits data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
