TaxBandits Knowledge Base

I am a business owner. How do I add my team members and assign payers to them?

TaxBandits allows business owners to add team members to their accounts for more efficient filing. Adding and assigning your team members to payers in your account is another way to ensure that filing is easy, secure, and streamlined.

To add and assign payers to the team member, follow the steps below:

Step 1: Sign in to your TaxBandits account.

Step 2: On the BanditCollab page, click ‘Invite Team’. 


 

Step 3: Enter the team member’s email address and provide the group name. You can also assign roles to team members using the Roles provided in the dropdown based on your chosen role settings. To assign payers to the team, click ‘Assign Payers’ against the team member.
 

 

Step 4: Select the payers you want to assign to the team member and click ‘Assign’.
 

 

Now that you have added and invited the team member to manage their assigned payers.