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How to invite your Beneficial owner through a secure link in TaxBandits?

You can invite your beneficial owner through a secure link via email to complete their personal information. Here are the following steps to be followed:

Step 1: Log on to your TaxBandits account.
 
Step 2: Click the "Start Reporting" button to start your BOI report. 

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Step 3: Enter your company's legal name in the respective field and click "Start BOIR." 

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Step 4: Choose your report type and click the "Save and Continue" option.

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Step 5: Input your required details in the respective fields, then click the "Save and Continue" option again. 

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Step 6: Add your company applicant details by clicking on the "Add Company Applicant" button.

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 Step 7: Input your required details in the relevant fields, then click "Save and Continue." 

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Review the details you entered, add one more company applicant if needed, and then click "Continue." 

Step 8: Add your company's beneficial owner details by clicking on the "Add Your Beneficial Owner" button. 

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Step 9: Select the "Invite Beneficial Owner" option. 

  • Enter your beneficial owner's name and email address, ensure the information is correct, and click the "Send invite" button. A secure link will be sent to your beneficial owner via email.  

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Step 10: If the secure link email has been sent to the beneficial owner, the status will show as "Invite Sent" in the invite status. 

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Once the owners have completed their information, it will be displayed here. If needed, add another beneficial owner or ensure the details are correct, then click "Continue." 

Step 11: Review all the entered details, edit if needed, and ensure everything is correct, then click the "Continue to Pay & Submit Now" option. 

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Step 12: Select the package and pay based on your business's convenience, then click "Proceed to Payment." 

  • Fill in your card details and submitter information, then click the "Pay & Submit" option. 

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Step 13: After successfully submitting your report, TaxBandits will email you the status. You can also download a copy of your order receipt by clicking on "Download Order Receipt."

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