How do I change the vendor's information after importing from Zoho Books?
475 views |Last modified 10/17/2023 1:52:29 AM EST | Added by TaxBandits Team

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.