How do I add a new business to the Address Book?
888 views |Last modified 10/21/2024 2:23:40 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.

• Select the import method, download the standard template, and fill in the necessary details. 
  
  
   
• Once you've completed the template, select the file and upload it back into the application.