How do I add payers/employers to the Address Book?
1.8k views |Last modified 1/13/2024 3:16:02 AM EST | Added by TaxBandits Team

With TaxBandits, you can easily add new payer/employer to your account. Once added, you can assign this payer information to the staff and access it from your Address Book.

These are the steps for adding a new payer to your account: 

• Sign in to your TaxBandits account.
• Click the Grid menu from your dashboard→ Select Address Book.

• You will be shown the list of Payers/Employers available in your Address Book. Click Add Business to enter the new business information. 

Now, choose your preferred method for adding Payee/Employer information:

Option 1: Manual Data Entry - To add one Payee/Employer at a time, select Manual Data Entry. This method is ideal if you are adding just one or two businesses. 

Option 2: Bulk Upload Business data - Use the Bulk Upload option to import multiple Payee/Employer into the Address Book. Download the default Excel template provided, follow the instructions to fill in the information, and upload the file.

• Provide the necessary employer/payer information and click Save. 
• The new business will now be available in your Address Book. You can easily select this Payee/Employer to file forms for them. You can also edit the details as needed under the Action column.