How to add multiple payers to the Address Book?

Last modified 6/30/2025 8:09:37 AM EST

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.