How do I update/edit payer information in the Address Book?

Last modified 4/12/2023 7:56:49 AM EST

In TaxBandits, you can easily edit or update business information within the Address Book. Follow these steps:

Step 1: Sign in to your TaxBandits account.

Step 2: On the Dashboard, navigate to the 'Address Book.'

 

Step 3: Click the '3-dots' menu and select the 'Edit' option next to the payer you want to update, located in the Action column.

 

Step 4: Make the necessary changes to the business information and click 'Save.'

 

The updated information will be reflected on all in-progress forms. However, it will NOT be applied to forms that have already been transmitted