How to access the bulk upload template from the grid menu?
144 views |
Last modified 12/6/2023 4:08:51 AM EST |
Added by TaxBandits Team
Applicable To
94X
1099
W-2
ACA
W-4
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.