Dashboard Overview: Information Reporting

Taxbit has streamlined the information reporting process, enabling our clients to satisfy their reporting obligations, using a single application – the Taxbit Dashboard.

The process is managed through three distinct pages, each with their own intended use and purpose:

Information Reporting (IR) Summary
Eligibility
Forms
Filing

IR Summary Page

The IR Summary page provides high-level insight into certain key details about a selected tax form and tax year, including deadlines, total count of eligible Accounts, as well as the progress made toward form generation and filing.

For more information, please refer to the following guide: IR Summary Page

Eligibility Page

The Eligibility page provides detailed information on which Accounts are eligible for a selected tax form and tax year, and offers a variety of exports to understand more about the population. Further, this page is where you can generate QA packages, and complete form generation.

For more information, please refer to the following guide: Eligibility Page

Forms Page

The Forms page displays previously generated forms, and indicates when those forms have been filed. This page also allows you to download forms, both individually and in bulk, delete any forms that were generated erroneously, as well as review and submit forms for mailing.

For more information, please refer to the following guides:

Filing Page

The Filing Page is a central hub within the Dashboard where Tax Managers can view, track, and manage tax filings in one place. The page groups filings by form type and tax year, provides visibility into filing statuses and totals for original, correction, and void forms, and allows users to approve applicable filings. After a filing is complete, users can review filing details and download historical filing information, including the forms and federal or state filing statuses associated with the filing.

For more information, please refer to the following guide: Filing Page