Ledger Copilot
Sign in

Payroll · Filing center

Automatic tax filing.

Every payroll-tax form runs through one pipeline: build the transmittal → validate against agency rules → queue → transmit. Deadlines are tracked and forms auto-queue ahead of them. The only manual step is the regulated agency handshake — which needs real credentials.

Transmission: dry-run (no e-file provider connected)

The pipeline builds + validates the exact bytes each agency expects, but can't transmit until an IRS-authorized e-file provider is connected. We ship a complete TaxBandits adapter (an aggregator that holds the IRS TCC / SSA transmitter status, so you don't have to). It's wired and tested — it just needs credentials.

Activate real filing in 4 steps
  1. 1. Create a TaxBandits developer account + sandbox at developer.taxbandits.com
  2. 2. Complete their e-file onboarding (they vet the business + hold the transmitter authorization)
  3. 3. Obtain your ClientId, ClientSecret, and UserToken
  4. 4. Set TAXBANDITS_CLIENT_ID, TAXBANDITS_CLIENT_SECRET, TAXBANDITS_USER_TOKEN (and TAXBANDITS_SANDBOX=false for production) on the server

That's it — no code change. The adapter detects the credentials, this panel turns green, and "File now" transmits to the IRS/SSA automatically. Credentials are read server-side only (never in the browser).

Auto-file scheduling

Off — file each form manually below.

Filing calendar — 2025

Forms ready to file

Form 941 — Q2 2025
→ IRS · 941
Form 940 — FUTA 2025
→ IRS · 940
W-2 / W-3 → SSA (TY 2025)
→ SSA · W2
1099-NEC / 1096 → IRS (TY 2025)
→ IRS · 1099NEC
← Back to payroll