How to change the vendor's information after importing from Zoho Books?

Last modified 5/16/2023 8:03:10 AM EST

After you import vendor/recipient information from Zoho Books into TaxBandits, you can edit them in any of the following ways:

1. During the Form Filing Flow:

• All your recipients will be listed on the Recipient Details page.

• Choose the vendor/recipient whose information you need to change and click the Edit icon.
   

2. From the Dashboard:

• Go to the 1099/W-2 dashboard.

• Select the Tax Year and Business. 

• On the left panel, click Unsubmitted Forms.

• Choose the vendor/recipient whose information you need to change and click the Edit icon.
   

After making the necessary changes, you can pay the e-filing fee and transmit the forms to the IRS.