How do I change the vendor's information after importing from Zoho Books?
473 views |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. 

Zoho Books integration

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.

Zoho Books Integration

After making the necessary changes, you can pay the e-filing fee and transmit the forms to the IRS.
 

Was this helpful? Yes No

Sign Up for a
FREE TaxBandits Account!

Register Now

Returning User? Sign in

Need more help?

Get in touch with our dedicated support team Contact Us