Ledger Copilot
Get started
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.

Two different things on this page. Your Form 941 & 940 below are built from your own posted payroll — those figures are yours. Everything under Forms ready to file carries illustrative sample figures and exists to demonstrate the build → validate pipeline. Either way, transmitting to the IRS/SSA requires a configured transmitter and real credentials, which you provide — nothing on this page files a return.
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 schedulingPlanned

Not yet available. Scheduling forms to auto-queue and transmit ahead of deadlines is on the roadmap — it needs a persisted schedule and a background job, which don't exist yet. For now, run each form through the pipeline manually below.

Your Form 941 & 940

Accumulated from the payroll runs you've posted to the general ledger — not from sample data. Prepared for review; nothing here is filed.

Loading posted payroll…

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