How to delete the payer from Address Book?

Last modified 4/12/2023 8:07:46 AM EST

In TaxBandits, you can permanently delete payer information from the Address Book. Follow these steps to remove a payer:

Step 1: Sign in to your TaxBandits account.

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

 

Step 3: Click the three-dot menu in the 'Action' column next to the payer you want to delete and select 'Delete.'

 

Step 4: A confirmation pop-up will appear. Click 'Yes, Delete' to confirm.

 

Note: In some cases, you will NOT be permitted to delete a payer if there are any in-progress or transmitted forms associated with it. In such instances, you can deactivate the payer instead. All e-filing activities for that payer will be paused until you reactivate it.