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

In TaxBandits, you can easily edit or update payer 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’ and click ‘Manage Address Book’ from the drop-down menu.

Step 3: You will see a list of payers added to your Address Book. Click the ‘3-dot’ menu under the Action column and select the ‘Edit’ option next to the payer you want to update.

Step 4: Make the necessary changes to the payer information. Verify the details and click Save.

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