How to add multiple payers to the Address Book?

If you need to add multiple payer details at once, you can use the Bulk Import option to save time and effort. Simply follow these steps:

Step 1: Sign in to your TaxBandits account and navigate to the ‘Address Book’.

Step 2: Click ‘Add Payer’. To add multiple payers at once, use the ‘Bulk Upload’ option.

Step 3: You can add only the payer data (or) both payer and recipient data. TaxBandits offers three flexible methods for bulk import:

• Standard Template:
  Download our CSV template, follow the instructions to fill in the data, and upload the file.
   
• Upload Your Own File:
  Import data using your own CSV file.
   
• Copy and Paste:
  Copy data from your file and paste it directly. This method automatically maps your data to the respective fields.

Step 4: After adding the details, preview them and continue to upload. All payers will then be saved in your Address Book.