TaxBandits Knowledge Base

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Can a staff/admin import 1099 forms for businesses to which they are not assigned?

It’s recommended to first assign the staff/admin to the relevant business in TaxBandits before importing 1099 forms from Sage Intacct. However, if a staff member/admin imports 1099 data for a business they are not assigned to, TaxBandits will automatically assign that business to them during the import process.

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