How do I add new business to the Address Book?
122 views | Last modified 1/21/2023 6:47:37 AM EST | Added by TaxBandits Team

With TaxBandits, you can easily add new businesses to your account. Once added, you can assign these businesses to your staff and access them as needed from your Address Book.

These are the steps for adding a new business 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 businesses available in your Address Book. Click Add Business to enter the new business information.

Now, choose your preferred method for adding business information:

• Option 1: Manual Data Entry - To add one business at a time, select Manual Data Entry. This method is ideal if you are adding just one or two businesses. 
• Option 2: Import bulk Payer/Business data - Use the Bulk Upload option to import multiple businesses 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 business information and click Save. 
• The new business will now be available in your Address Book. You can easily select this business to file forms for them. You can also edit the business details as needed under the Action column.