How to delete a recipient from the Address Book?

Last modified 4/12/2023 8:27:17 AM EST

Recipient information is stored in the Address Book if you’ve added it or filed a form for the recipient. If you no longer need this recipient’s information in your account, you can easily delete it.

Follow these steps to delete a recipient:

Step 1: Sign in to your TaxBandits account.

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

 

Step 3: Click the recipient list next to the payer in the Recipients column. 
 

 

Step 4: Click the three-dot menu in the “Action” column next to the recipient you want to delete and select “Delete.”
 

 

Step 5: A confirmation pop-up will appear. Click “Yes, I want to delete it” 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.