TaxBandits Knowledge Base

Do I need to add recipient details every time I file for them?

If you are filing the form for the recipient for the first time, you must manually enter the recipient's information and file the return. If you’ve already filed a form in TaxBandits for that recipient, the recipient’s information will be automatically added to the address book, and you can easily pull them by clicking on the “Select Recipient From Address Book.” 


 

You can choose a recipient from the address book by clicking on “Select Recipient” for the one you want to add.



For step-by-step instructions on how to add recipients/employees to the address book, click here.