How do I add payers to TaxBandits in Bulk?
246 views | 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. 


 

 

Was this helpful? Yes No

Sign Up for a
FREE TaxBandits Account!

Register Now

Returning User? Sign in

Couldn't find what you
are looking for?

Contact Us

(704) 684-4751 support@taxbandits.com