How do I add a new business to the Address Book?
764 views |Last modified 10/9/2024 12:13:16 AM EST | Added by TaxBandits Team

With TaxBandits, adding new payers to your account is simple. Once added to the Address Book, you can quickly access these payers when filing a return. However, you don't have to add a payer manually, if you file a return for a business, TaxBandits will automatically add it to your Address Book.

Steps to Add Multiple Businesses to Your Account:

  • Sign in to your TaxBandits account.
  • From the Dashboard, navigate to the “Address Book.”

  • Click “Add Payer” to add a new payer to your account. You can either add a payer manually or use the bulk upload option to add multiple payers at once.

Manual Data Entry:

  • For manual payer entry, click “Start Now” under Manual Entry.


 

  • A Payer Information window will appear. Enter all the required payer details and click “Save.”


 

  • The payer information will be saved in your Address Book.


 

  • If you need to add another payer, simply repeat this process.


Bulk Upload:

  • To add multiple payers simultaneously, click “Start Now” under Bulk Upload.


 

  • TaxBandits offers 3 different bulk upload options.
    • Use Our Standard Template: Download our CSV template, fill in the payer information, and upload it back to our system.
    • Use Your Own File: Upload the payer data directly from your own file.
    • Copy and Paste: Copy the payer data directly from your file and paste them into our system.

  • Once imported, you can preview the information and save the payer data to the Address Book.

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