What is TaxBandits Address Book?

The TaxBandits Address Book allows you to store, organize, and manage both payer and recipient information in one place. By keeping records structured and easily accessible, the Address Book minimizes data entry errors and speeds up the entire filing process.

Managing Payers in the Address Book

• Add Payers
  You can add payer details individually or upload them in bulk using your own templates or by copying and pasting the payer information. This flexibility saves time when handling large datasets.  Learn how to add payers in the Address Book.

• Validate Payer Data
  Before filing, run TIN Matching to verify payer names and TINs against IRS records. This helps ensure that the information is accurate, preventing errors, penalties, and rejections. See how

• Assign Recipients
  You can assign the recipients who are associated with each payer. Each recipient you file tax forms for must be assigned to at least one payer. 

• Update Payers
  Easily update, edit, or remove payer records as needed. Keeping payer details current ensures smoother filings and reduces the risk of duplicate data. 

• Assign Team Members
  By assigning specific payers to team members, you can delegate their filing responsibilities more efficiently and streamline workflow. This ensures only authorized team members can view or manage payer and recipient details, maintaining data security and accountability. See how

• Deactivate Payers
  You can deactivate a payer to pause all e-filing activities for them, without affecting ongoing filings for other payers. This allows you to keep inactive payers on hold while focusing on active ones. 

Managing Recipients in the Address Book

• Add Recipients
  You can add recipient details manually or upload them in bulk using standard templates. This simplifies the process of managing both small and large sets of recipient records. Learn how to add recipients in the Address Book

• Validate Recipient Data
  Run TIN Matching to verify recipient names and TINs against IRS records before filing. Ensuring the accuracy of this data reduces the risk of errors, penalties, and rejections. See how

• Assign Payers to Recipients
  You can assign recipients to one or more payers. Each recipient must be linked to at least one payer when tax forms are filed. This feature allows you to manage complex recipient-payer relationships efficiently. 

• Update Recipients
  Easily update, edit, or remove recipient records as needed. Keeping recipient details current ensures smooth filings and reduces the risk of errors. 

• Request W-9/W-8 Forms
  Initiate requests for W-9 or W-8 forms directly through the Address Book. Once a request is made, recipients will receive a secure email link to complete the appropriate form. You'll be notified when the form is submitted, ensuring timely collection of required tax information. See how

• Deactivate Recipients
  You can deactivate a recipient to pause all e-filing activities for them without affecting other active recipients. This allows you to manage your recipient list efficiently while keeping focus on ongoing filings.