I am a business owner. How do I add my staff members and assign businesses to them?
213 views | Last modified 12/28/2023 12:42:44 AM EST | Added by TaxBandits Team

TaxBandits allows business owners to add their staff members to their accounts for more efficient filing. Adding and assigning your staff members to businesses in your account is another way to ensure that filing is easy, secure, and streamlined.

To add and assign business to the staff member, follow the steps below:

• Sign in to your TaxBandits account.
• From the dashboard, select the Grid menu>> Manage Staff.

• Click Add Staff and choose the preferred method (such as Manual data entry or bulk upload) to add the staff member’s information.

• Enter the staff name and email address. Then, click Add & Invite. An email invitation will be sent to your staff members automatically granting them Access to your TaxBandits account.

• To assign business to the staff, click Assign Business against the staff member.

• Select the businesses you want to assign to the staff and click "Assign".

Now that you have added and invited the staff member to manage their assigned businesses. As an admin, you can manage your staff’s activity anytime from your account settings. You can also deactivate or reactivate staff members and view their activity through the Activity log.