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Physical Mailing

Taxbit leverages a third-party vendor to complete any requested physical mailing.

In general, physical mailings will be postmarked 4 business days after submission to Taxbit. This includes 1 day for Taxbit to process the request, and 3 days for our print/mail vendor to handle the mailing.

During tax season, Taxbit will notify clients of the deadline to provide confirmation of physical mailing in advance of any statutory deadlines. Any mailings done after those deadlines can still be mailed, but there is no guarantee they will be postmarked by the statutory deadline. For more information on the Tax Season deadlines, please refer to this guide: TY2025 Tax Season Timeline

If you would like to have forms physically mailed, please submit a request to our support team via the following submission form. Please select the form type, and attach a list of the associated Account IDs for each form type: Physical Mailing Request Form

 

FAQ

  • Do I have to submit a request even though we indicated the mailing preference on the account? 
    • Yes, although you indicated mailing preferences, physical mailing is not automatically submitted to our vendor. Please submit a Physical Mailing request via the above form. 
  • What information do you need?
    • When submitting the requests, please populate the following fields: 
      • Your email address
      • Subject
      • Select Forms for Mailing
        • For each form selected, attach a separate file listing the account IDs.
      • Organization Name
      • Description
  • When is the deadline to ensure forms are postmarked by the regulatory deadline?
  • Do I need a separate request for every form type?
    • You do not need to create separate requests per form type. Multiple form types can be selected within the submission form linked above. Please ensure, however, that you provide separate account ID lists for each form type within your request.
  • If it's the entire population, do I need to give you a list or can I just say everyone?
    • If you need the entire population for all generated forms mailed, please select the form types and then say all forms within the “Description” field of the submission form. 
  • Does Taxbit track recipient consent for electronic vs physical delivery of forms?
    • You can set the “prefers_physical_mail” field in the Account Owner/Accounts template to TRUE or FALSE to indicate the customer's preference.
  • Will accounts that were closed before filing still receive a physical form if prefers_physical_mail is TRUE?
    • To confirm, forms are not automatically mailed out, but it's common to mail forms to closed accounts since they may no longer have access to the filer's platform. These forms can be mailed by submitting a request following the process outlined above.