How do I change the vendor's information after importing from Xero?

Last modified 4/17/2023 3:09:31 AM EST

After you import vendor/recipient information from Xero into TaxBandits, you can edit it in the form filing flow or from the dashboard.

During form filling flow:

• On the 'Recipient Details' page, all your recipients will be listed.
• Choose the vendor/recipient whose information you would like to change and click the 'Edit' button. 

From Dashboard:

• Navigate to the 1099/W-2 dashboard.
• Select the Tax Year and Business. 
• Select 'Unsubmitted Forms' under the Overview section. 
• Choose the vendor/recipient whose information you would like to change and click the 'Edit' button.