TaxBandits Knowledge Base

How to add new payers in the Address Book?

If you need to add multiple payer details all at once, you can simply use our Bulk Import option to save time and effort.

Follow these steps to add multiple payers to your address book using bulk upload:

Step 1: Sign in to your TaxBandits account.  From the Dashboard, navigate to the “Address Book”.

 

Step 2: Click “Add Payer” to add a new payer to your account. You can either add a payer manually or use the bulk upload option to add multiple payers at once.

 

Step 3: To add multiple payers simultaneously, click “Start Now” under Bulk Import.

TaxBandits offers you three flexible methods to bulk import your data. You can choose any of the following methods that best fit your needs.


 

Standard Template:
Download our CSV template, follow the instructions to fill in the data, and upload the file.


 

Upload Your Own File:
You can import data from cloud storage like Google Drive, which supports file types like XLS, CSV, and XLSX. Alternatively, you can upload a file or "drag and drop" it in CSV format. 

Copy and Paste:
Copy the data from your own file and paste it. This method automatically maps your data to the respective fields.