How to Submit a Physical Mailing

Please follow the steps outlined below to submit forms for physical mail directly from the Forms Page within the Dashboard. Mail can be triggered for the full population, a filtered population, or for individually selected forms.

Step 1: From the Forms page, you can start a mailing request in one of two ways:

Mail for the full population or filtered population. Select “Mail Forms” from the top right of the page to review all eligible forms.

Mail for a select population. Once filtered to the specific account(s), select the specific forms from the table, and then select “Mail Forms” from the actions bar to initiate mailing.

Step 2: Review the confirmation modal shown above, which shows the forms included in the mailing request and reminds you that mailing incurs a per-form cost. If you started the request from the full Forms page or from a filtered population, the modal also clarifies that only the latest generated form per account is mailed.

Step 3: By default, each mailed form uses the relevant filer’s permanent address as the return address. If you want to use a different return address, you can set one for the whole batch:

Select “Use a different return address”
Choose a saved organization-level return address, or
Add a new return address

Please note: Return addresses must be valid US mailing addresses. The country is set to the US by default and cannot be changed.

Step 4: Select the “Mail Forms” on the bottom right to submit the batch. After submission:

Eligible forms are sent directly to Taxbit’s print and mail vendor
Forms with blocking issues are excluded from submission. See “Mailing Issues” section in the following guide for more information: Physical Mailing from the Dashboard
The request is linked to an Active Job so you can track the progress of your approval from the left navigation bar.

Step 5: Once the request finishes, open the Mailing Request Report from the completion notification that will pop up in the “Notifications” tab on the left. This notification will also indicate the number of forms that were successfully submitted.

Please see the table below for fields listed within the Mailing Request Report:

Field	Description
Account ID	The account associated with the form
Form Type	The form type included in the batch
Tax Year	The tax year for the form
Document Type	Whether the form is an original or correction
Mailing Status	The mailing status based on the latest request for each form
Mailing Issues	Any validation issues or vendor errors associated with the form
Address Mailed To	The delivery address used when the form was submitted successfully

You can also review the status of each mailing from the Mailing Status Report which can be downloaded from the Report page. For more information on this report, please refer to the following guide: Mailing Status Report

Please note: If you need to mail forms for tax years prior to 2025, please submit a request to our support team via the following link: Physical Mailing Request Form