How to enable postal mailing and online access from the dashboard?
173 views | Last modified 3/28/2023 1:09:53 AM EST | Added by TaxBandits Team

Applicable To
94X 1099 W-2 ACA W-4

Once you create a business and start filing the forms, all the In progress and transmitted form counts will be displayed under the business. You can bulk enable Online access and Postal Mailing from the dashboard for the transmitted forms. 

Click Bulk Action, and select Postal Mail or Online Access from the drop-down.

Postal Mailing:

To enable postal mailing, Click Postal Mail from the drop-down. Employee list will be displayed, and you can select a particular form or business using the Change Filter option.

  • Select the employees for whom you want to enable Postal Mail and click Create Postal Order. Complete your order using your credit card or prepaid credits. Postal Mailing will be enabled for the selected employees/recipients.

Online Access: 

Now, select Online Access under the Bulk Upload option. Select the employees for whom you want to enable online access and click Enable Online Access. Complete your order using your credit card or prepaid credits. Online access will be enabled for the selected employees/recipients.

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