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.