Please refer to the steps outlined below for information on how to download tax forms within the Taxbit Dashboard after they’ve been generated. There are three methods for downloading forms:
- Bulk Download from the Forms Page
- Specific Account Download from the Forms Page
- Specific Account Download from the Account Details Page
Please follow the steps outlined below to download tax forms:
Bulk Download from the Forms Page
Step 1: From the Forms page, select the tax form and the tax year from the top right.
Step 2: Filter to the necessary accounts.
Step 3: Select “Download Forms” from the top right corner.
Specific Account Download from the Forms Page
Step 1: From the Forms page, select the tax form and the tax year from the top right.
Step 2: Filter to the necessary accounts.
Step 3: Select the checkbox to the left of the accounts.
Step 4: Select “Download Forms” from the bottom.
Please note: When leveraging the Actions Bar, up to 100 Forms can be downloaded at a time. If you need to download a larger set of forms, you can leverage the promoted “Download Forms” button on the top-right corner of the screen, which will download all Forms for the filtered population. See the section above for bulk downloading forms.
Specific Account Download from the Account Details Page
Step 1: From the Accounts page, search for the single account that you wish to download forms for by entering the associated Account ID, Name, or Email.
Step 2: From the “Tax Forms” tab, select the tax year associated with the forms you need to download.
Step 3: Select the download icon next to the form.