Enterprise Tax

Using the TaxBit Dashboard

• What is the TaxBit Dashboard?
• Multi-Factor Authentication
• How to Use the User Management Page
• User Guide: Canned Reports
• How to Download a Report
• What Reports are Available?

See all 13 articles

Manage Data

• TaxBit TIN Verification
• User Guide: Ingest Files through Manage Data
• User Guide: Form Data Ingestion Templates
• User Guide: Transaction Ingestion Templates
• User Guide: Account/Account Owner Ingestion Templates
• Tips and Tricks for Working with CSV Files

Information Reporting

• Taxbit Transaction Types to Form Types
• Revisions and Corrections Request Submission Guide
• User Guide: Information Reporting Forms Page
• User Guide: Eligibility Page QA Packages
• User Guide: Information Reporting Summary Page
• User Guide: Information Reporting Eligibility Page

Tax Documentation

• Tax Documents FAQ
• User Guide: Curing Documentation
• Tax Document Remediation - FAQs
• Curing Documentation Review