Can I disable sharing the forms after sharing them with the clients?
69 views | Last modified 1/8/2024 2:13:34 AM EST | Added by TaxBandits Team

Yes, you can disable sharing the forms after sharing them with the clients through the client portal. Follow the steps below to disable sharing the Forms. 
Step 1: Sign in to your TaxBandits account 
Step 2: Select ‘1099/w2’ from the dashboard and click ‘Client portal settings’ on the left-hand menu. 

Step 3: Click ‘Share Forms’ in the left-hand menu. You will be directed to the page for enabling/disabling the sharing forms. If the Forms are already shared, you can click ‘Disable’ to disable sharing the forms.

Note: The above procedure applies to both in-progress and transmitted forms as well.