TaxBandits Knowledge Base

How do I add a recipient/employee to a business?

You can easily add employees and recipients to the payers in your Address Book. Once added, you can quickly retrieve their information when it's time to file forms for them.

Follow these steps to add recipients/employees to a payer:

Step 1: Sign in to your TaxBandits account.

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

 

Step 3: Click the “Add” icon in the Action column to add a recipient.
 

 

Step 4: You can either add a recipient manually or use the bulk upload option to add multiple recipients at once.

Manual Data Entry: 

• For manual recipient entry, click “Start Now” under Manual Entry.
   

 

• A Recipient Information window will appear. Enter all the required recipient details and click “Save.”
   

Bulk Upload:

• To add multiple recipients simultaneously, click “Start Now” under Bulk Upload.
   

 

• Download the provided template and fill in the necessary recipient information.
   

 

• Once you’ve completed the template, select the file and upload it back into the application. 

The new recipient will now be added to the payer. You can easily retrieve this recipient's information when filing forms for them. Additionally, you can edit the recipient's details as needed under the Action column.