How do I delete a recipient from the Address Book?
369 views |Last modified 9/11/2024 1:25:10 AM EST | Added by TaxBandits Team

Recipient information is stored in the Address Book if you’ve added it or filed a form for the recipient. If you no longer need this recipient’s information in your account, you can easily delete it.

Follow these steps to delete a recipient:

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

• Click “View Recipients” in the Recipients column. 

• Click the three-dot menu in the “Action” column next to the recipient you want to delete, and select “Delete.”

• A confirmation pop-up will appear. Click “Yes, I want to delete it” to confirm.

Note: In some cases, you will NOT be permitted to delete a payer if there are any in-progress or transmitted forms associated with it. In such instances, you can deactivate the payer instead. All e-filing activities for that payer will be paused until you reactivate it.