How do I add recipients/employees to the Address Book?
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Last modified 3/24/2022 3:08:57 AM EST |
Added by TaxBandits Team
Here’s how to add recipients/employees to the Address Book.
Sign in to TaxBandits and click on Address Book from the application home page.
The list of Payers/Employers available in your address book is shown. To add a new recipient/employee for the existing business, You can find an option “Add recipient/employee” in the action column.
Now, you can choose one of the following options to proceed:
Option 1: Manual Data Entry - To add the recipient/employee one by one, click on Add Recipient/Employee and fill in the details.
Option 2: Import bulk Recipient/Employee data - Use the bulk upload option to import multiple Recipients/Employees to the address book against a Payer/Employer. Click on Bulk Upload Recipients/Employees to use the bulk upload option.
Download the excel template provided in the flow, fill in the details as per the instructions, and upload the file.
In the W2/1099 flow, you will be able to pull up the employee/recipient from the address book against a payer/employer using a search bar.
For step-by-step instructions on how to correct errors during bulk upload, click here.