How do I change the vendor's information after importing from Zoho Books?
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Last modified 10/17/2023 1:52:29 AM EST |
Added by TaxBandits Team
Applicable To
94X
1099
W-2
ACA
W-4
After you import vendor/recipient information from Zoho Books into TaxBandits, you can edit them in any of the following ways:
1. During the Form Filing Flow:
- On the Recipient Details page, all your recipients will be listed.
- Choose the vendor/recipient whose information you need to change and click the Edit icon.
2. From the Dashboard:
- Go to the 1099/W-2 dashboard.
- Select the Tax Year and Business.
- On the left panel, click Inprogress Forms.
- Choose the vendor/recipient whose information you need to change and click the Edit icon.
After making the necessary changes, you can pay the e-filing fee and transmit the forms to the IRS.