How do I add payers/employers to the Address Book?
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Last modified 5/27/2020 10:55:20 AM EST |
Added by TaxBandits Team
There are a couple of ways you can do this.
Option 1: Sign in to TaxBandits and click on Address Book from the application dashboard. Then click on Add Payer/Employer to add the employer details.
Option 2: Use the bulk upload option to import multiple Payers/Employers to the address book.
- Click on Address Book from the application dashboard.
- Click on Bulk Upload Payers/Employers.
- Download the excel template provided in the flow
- Fill in the details as per the instructions provided
- Upload the file to import the payer/employer details
In the W2/1099 flow, you will be able to pull up the employer from the address book using a search bar.
For step-by-step instructions on how to correct errors during bulk upload, click here.