TaxBandits Knowledge Base

How to access the bulk upload template from the grid menu?

To select the bulk upload option from the grid menu, follow the below steps:

• Sign in to your TaxBandits account.
• From the home screen, select the Grid Menu and click Bulk Upload Templates.

• All the bulk upload templates available in TaxBandits will be displayed here.

• Address Book entries and form templates will be segregated here. For a few templates, you can view the templates in .XLSX and .CSV format.

• Click the required form template to download. Enter the necessary information in the form.
• From the dashboard, you can select Start New >> Form and choose the form type. Select the tax year and choose Bulk upload. Now drag and drop the template and continue the flow to transmit the form.