How do I add recipients/employees to the Address Book?
1.2k views |
Last modified 5/27/2020 10:55:33 AM EST |
Added by TaxBandits Team
Sign in to TaxBandits and click on Address Book from the application dashboard.
The list of Payers/Employers available in your address book is shown.
Click on Details against the payer/employer entry you want to add the recipients/employees to. The list of recipients/employees against the payer/employer is shown.
Now you have a couple of ways you can add recipients/employees.
Option 1: To add the recipient/employee one by one, click on Add Recipient/Employee and fill in the details.
Option 2: 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 provided, 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.