# TaxBandits MCP > TaxBandits connects your AI agent directly to IRS-authorized e-filing tools for US tax compliance. Use it to create new business profiles, list all registered entities via `list_businesses`, and check real-time submission statuses using `get_submission_status`. It handles complex filings like W-2s, 1099s, and ACA forms, letting you manage your entire tax reporting lifecycle from conversation alone. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** e-filing, tax-forms, irs-compliance, 1099-filing, w2-filing, business-reporting ## Description **TaxBandits MCP Server - File US Tax Forms & Status Tracking** You connect your AI agent directly to IRS-authorized e-filing tools for U.S. tax compliance. You're talking about managing complex filings like W-2s, 1099s, and ACA forms—all from a conversation. This isn't clicking through a dozen tabs; this is letting your agent handle the whole reporting lifecycle. **Managing Your Corporate Profiles** You can establish new legal entities using `create_business`, which creates a brand-new business record in the system specifically for tax filing. If you need to check on an existing company, run `get_business_details`; it fetches specific identifiers like the EIN or verified address for any registered entity. You'll never lose track of your companies because you can call `list_businesses` and get a list of every single business currently tracked in your account directory. **Auditing Forms and History** Need to find forms? Call `list_tax_forms` to pull up all available records. You can filter this list by type, like 1099-NEC, or by year to see exactly what you're dealing with. If you wanna know everything that’s ever been sent through the system, run `list_transmissions`. This pulls a complete record listing every single time any form was transmitted—it shows dates and recipients for an immutable history of all your filings. **Tracking Acceptance Status** The most critical part is tracking acceptance. You don't wanna guess if the IRS got those forms, right? Use `get_submission_status` to check the real-time acceptance status for any previously submitted tax form filing ID. This tells you exactly when and how the data was accepted or rejected by the state or the IRS. **How You Work With It** The tools let your agent handle the full reporting lifecycle without needing a human in the loop for every step. When you need to verify metadata, `get_business_details` provides those specific identifiers like EINs and verified addresses for any registered business. To get started on tax reporting, use `create_business` to build out that new legal entity profile within the system. When auditing forms by type and year, calling `list_tax_forms` with filters retrieves all available records of those specific forms—for example, pulling up every 1099 across multiple years. For a full picture of your compliance history, running `list_transmissions` gives you that comprehensive record of every form batch sent through the system, including dates and who received it. When you need to know if a filing went through, checking the real-time status using `get_submission_status` confirms IRS or state acceptance immediately. You're dealing with compliance tasks—W-2s, 1099s, ACA forms—and this server lets your agent manage the entire workflow from conversation alone. ## Tools ### create_business Creates a brand new business entity record in the system for tax reporting purposes. ### get_business_details Retrieves specific, detailed information—like EIN or address—for an existing registered company. ### get_submission_status Checks the real-time acceptance status for a previously submitted tax form filing ID. ### list_businesses Lists every single business entity currently registered in your account's directory. ### list_tax_forms Retrieves a filtered list of tax forms (like W-2 or 1099) across different years and types. ### list_transmissions Pulls a complete record listing every time any form was sent or transmitted through the system history. ## Prompt Examples **Prompt:** ``` List all businesses registered in my account. ``` **Response:** ``` I've retrieved your business directory. You have 3 registered entities: 'Acme Corp' (EIN: XX-XXXX123), 'Tech Solutions LLC', and 'Global Logistics'. Which one would you like to see tax forms for? ``` **Prompt:** ``` Show me the 1099 forms filed for 'Acme Corp' in tax year 2023. ``` **Response:** ``` I've fetched the tax forms. For 'Acme Corp' in 2023, there are 5 filed 1099-NEC forms. Shall I retrieve the submission status for the latest batch? ``` **Prompt:** ``` Check the status of submission ID 'SUB-88231'. ``` **Response:** ``` Fetching status... Submission SUB-88231 is currently 'Accepted' by the IRS. The processing is complete and the confirmation has been logged. Is there anything else you need to verify? ``` ## Capabilities ### Verify Business Metadata Run `get_business_details` to fetch specific identifiers like EINs and verified addresses for any registered business. ### Manage Corporate Profiles Use `create_business` to establish a new legal entity profile within the system, preparing it for tax reporting. ### Audit Tax Forms by Type and Year Call `list_tax_forms` with filters to retrieve all available records of specific forms (e.g., 1099-NEC) across multiple years. ### Track Submission Acceptance Status Check the real-time status of a form submission using `get_submission_status` to confirm IRS or state acceptance. ### View Full Filing History Run `list_transmissions` to pull an immutable record of every form batch sent through the system, including dates and recipients. ## Use Cases ### Client Onboarding Checklist A bookkeeper has 15 new clients to process. Instead of manually creating records one by one, they ask their agent: 'List all businesses and then create a profile for the next three.' The server uses `list_businesses` followed by multiple calls to `create_business`, giving them an immediate roster update. ### Year-End Compliance Panic A CPA needs to confirm if 1099s for a major client were submitted correctly. They prompt: 'Check the status of all 1099 submissions for Acme Corp.' The agent executes `list_tax_forms` and then runs `get_submission_status`, giving the CPA confirmation on every single filing. ### Retrieving Historical Data A business owner needs to prove compliance from five years ago. They prompt: 'Show me all W-2 forms for 2019 through 2023.' The agent runs `list_tax_forms`, filtering by form type and year, pulling the exact record count needed. ### Verifying Corporate Identity Before filing taxes, a CPA needs to verify if a business's EIN is correct. They ask: 'Get details for Tech Solutions LLC.' The agent runs `get_business_details`, confirming the necessary identifiers before any submissions are made. ## Benefits - Stop guessing if a filing went through. Use `get_submission_status` to check the exact, real-time acceptance status of your form submissions against IRS rules. - Avoid manual data entry for new clients. Run `create_business` when onboarding a client so all their tax profiles are immediately registered and ready for reporting. - Get an instant overview of your entire portfolio using `list_businesses`. See every entity you're responsible for in one list, without opening multiple dashboards. - Audit historical filings instantly. Use `list_tax_forms` to pull up all 1099s or W-2s for a specific client across five different tax years—all from one prompt. - Maintain a clean audit trail. Running `list_transmissions` gives you an unedited, chronological log of every single time data left your system. ## How It Works The bottom line is: you talk to your agent, the agent talks to TaxBandits, and you get a clean status update without leaving your chat window. 1. First, subscribe to the server using your TaxBandits Client ID and Secret. This links your AI client to the tax data. 2. Next, prompt your agent with a specific action—for example: 'List all businesses' or 'Check status for submission XYZ'. 3. The server executes the necessary tool (like `list_businesses` or `get_submission_status`) and sends back structured JSON data that your AI client reads out in plain English. ## Frequently Asked Questions **How do I check if a form was accepted using TaxBandits MCP Server?** You use the `get_submission_status` tool. You must provide the submission ID, and the server returns a real-time status (like 'Accepted' or 'Rejected') directly from the tax authority. **What is the difference between `list_businesses` and `get_business_details`?** `list_businesses` gives you a roster of all entities. Use `get_business_details` when you need specific, verified data—like confirming an EIN or address—for one particular entity. **Can I list forms for multiple years using TaxBandits MCP Server?** Yes, use the `list_tax_forms` tool. You pass filters in a JSON string to specify the form type (e.g., 1099) and the range of tax years you want to check. **Do I need to run any tools before filing? What is `create_business` for?** `create_business` lets you set up a new legal entity record. You should use this when onboarding a brand-new client or business that doesn't yet have a profile in the system. **How do I see all my past filing attempts?** Run `list_transmissions`. This tool pulls a comprehensive history of every single form batch sent through the server, giving you a clear record of your entire filing history. **When using `list_tax_forms`, what structure must my filters follow for accurate results?** The tool requires a valid JSON string to pass filters. If your filter data is malformed, the server returns a parsing error. Always ensure your AI client validates the required fields and correct JSON syntax before calling this function. **When I call `get_business_details`, how does the MCP connection guarantee my data scope?** The system uses your established Client ID to restrict results. You only retrieve details for businesses linked to your account, preventing access to other entities' records. Your data remains isolated. **How should I handle large datasets when using `list_businesses`?** The tool supports pagination for bulk retrieval. If you have many registered entities, the response will include a cursor or page token. You must instruct your AI client to loop through these tokens until all records are collected. **Can I check the status of an IRS form submission via AI?** Yes! Use the `get_submission_status` tool and provide the Submission ID. Your agent will retrieve the real-time status directly from TaxBandits. **How do I list all my registered businesses?** Run the `list_businesses` query. The agent will retrieve a complete list of all business entities currently configured in your TaxBandits account. **Is it possible to see draft forms waiting to be filed?** Absolutely. Use the `list_tax_forms` query. You can pass a JSON filter with the `TaxYear` and `FormType` to identify both filed and draft records.