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Form 8027 E-Filing Software for Restaurants & Hospitality

File 8027 online quickly and efficiently with E-file Workforce Payroll. Specifically designed to make form filing more straightforward and quicker.

What Exactly is the 8027 Form?

8027 is a tax document that reports the employer’s annual information return of tip income and allocated tips. These forms are usually reported by beverage establishments and businesses where tipping is customary.
File 8027 Online
Form 8027

Does Your Establishment Qualify?

The need for filing the 8027 form depends on the below-mentioned factors:

  • Food & Beverage Service: You provide food or beverages for consumption on the premises.
  • Tipping is Customary: Your employees regularly receive tips from customers.
  • The 10-Employee Test: You normally employed more than 10 employees on a typical business day during the preceding calendar year.

Please note that fast-food businesses are usually excluded.

The 8% Tip Allocation Rule: If the total tips reported by your employees are less than 8% of your gross receipts, you must allocate the deficiency among your tipped employees. 

Reporting tip income on Form 8027 is just one part of your compliance. Most hospitality businesses must also file Form 941 quarterly to report social security and Medicare taxes, and use Form 1099-NEC for any non-employee service providers.

Important Dates for 8027 Form

The IRS requires you to file 8027 and other related Forms from last year in the first quarter of the current year. Here are the specific deadlines:

Filing Type Deadline
Paper Filing March 2, 2026 (Since Feb 28 is a Saturday)
Electronic Filing March 31, 2026
Extension (Form 8809) Must be filed by March 31, 2026

Requesting an extension as soon as you find it necessary is better. But not before January 1st, 2026.

Step-By-Step Guide to E-File

E-File allows you to file all kinds of tax forms effortlessly. The interface is intuitive enough that you won’t require any guides. However, for your convenience, here are some steps:

  • Make your account with E-File Workforce Payroll.
  • Log in to the dashboard and select new filing from the menu.
  • Choose your 8027 Form and filing year 2026.
  • A form will appear with all necessary fields.
  • Add all the details and submit.

The form-filing process is complete. If you need to file multiple forms, iterate the process and continue.

8027 Form

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    FAQs for IRS Form 8027

    Choose a reliable and IRS authorized e-filing software or go for E-file Workforce Payroll. Log in to your account, choose the filing requirements, add details, and submit. It’s that easy!

    For paper filing, the due date is February 28th, and for electronic filing, the due date will be March 31st.

    Form 8027 is an IRS document submitted to report received tips in a food and beverage business. However, fast food chains remain excluded.

    The 8027 form should be mailed to the IRS (Internal Revenue Service).

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