TaxBandits Knowledge Base

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

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.

 

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