How do I add payers to TaxBandits in Bulk?
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Last modified 3/26/2024 3:57:53 AM EST |
Added by TaxBandits Team
Applicable To
94X
1099
W-2
ACA
W-4
Follow these steps to upload payers to your TaxBandits account in bulk.
Step 1: Sign in to your TaxBandits account.
Step 2: Click the Grid menu from your dashboard→ Select “Address Book”
Step 3: You will be shown the list of Payers/Employers available in your Address Book. Click “Add Business” to enter the new business information.
Now you will be shown two options.
- Manual Data Entry - Allows you to add one Payer/Employer at a time
- Bulk Upload - Allows you to import multiple Payers/Employers into the Address Book
Step 4: Select “Start Now” under the “Bulk Upload”.
Step 5: Download the Excel Template, enter the required details, and upload it back to TaxBandits.
Step 6: The new business will now be available in your Address Book. You can easily select this payer to file forms for them.