How to add a recipient/employee to a payer?

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

Step 1: Sign in to your TaxBandits account. Navigate to the ‘Address Book’ and select ‘Manage Address Book’ from the drop-down menu.

Step 2: Click the ‘Add Recipients’ button in the column next to the payer for whom you want to add a recipient.

If you want to add a new recipient separately, you can also navigate to the Manage Recipient section and click the Add Recipients button to add a new recipient to the Address Book.

Step 3: 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.
  
  
   

• Enter the recipient’s basic information, such as name, SSN, and other relevant details. Review the information and click ‘Save’.
  
  Note: You can also send a W-9 request to the recipient during this step.
  
  

 

Bulk Upload

• To add multiple recipients simultaneously, click the ‘Start Now’ under Bulk Upload.
  
  
   

• Select any one of the following options to indicate the type of information you want to upload.

  • Recipient Data - Choose this option if you want to import only the details of multiple recipients.
     

• Payer and Recipient Data - Choose this option if you want to import the details of multiple payers along with their recipients
  
  
    

 

• Download our CSV template, follow the instructions to fill in the data, and upload the file.
  
  
   

• 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.