Form Delivery

We understand that our clients have different internal processes for furnishing recipient copies of tax forms to end customers. In general, Taxbit securely hosts and stores all generated forms, and has a variety of ways in which we can help users access those forms to facilitate delivery:

1. Taxbit Dashboard: Once generated, all forms are made available via the Taxbit Dashboard, where users can view and download, both individually, and in bulk. Click here for information on the Forms page.
2. API: Taxbit also provides an API endpoint which can be used to securely deliver forms to end customers directly through your application’s interface, all while Taxbit continues to host the forms.
3. S3: Optionally, Taxbit can make all generated forms available via a shared S3 bucket, which can then be utilized to automate delivery to end customers.
4. Physical Mailing: There is also the option to physically mail generated forms directly to the end customers who prefer a physical delivery directly from the Dashboard. For more information on physical mailing, please refer to the following guide: Physical Mailing in the Dashboard