What is the ‘Create Business’ Action in Zapier used for?

The ‘Create Business’ action in Zapier allows you to automatically create a new business entity within TaxBandits without logging into the application. 

When business data is entered or updated in a connected platform like QuickBooks, Xero, or Google Sheets, Zapier triggers TaxBandits to create the corresponding business (payer) record instantly.

Why this Action is Important

• Eliminates manual data entry in multiple systems

• Maintains consistent and accurate business information

• Speeds up onboarding for new payers

• Reduces operational workload for accounting teams

How to create the Zap

• Step 1: Set up the Trigger app

  Choose your preferred app (e.g., Google Sheets) as the trigger app in Zapier. Ensure your app is connected to Zapier by linking your account during setup.

• Step 2: Configure the Trigger

Choose the trigger event based on your needs (e.g., "New Row in Google Sheets" for business data entry).

• Step 3: Set up the Action in TaxBandits

Once the trigger is set, choose TaxBandits as the action app. Select ‘Create Business’ to automate the business creation in your TaxBandits account. 

You must provide the Name, TIN, TIN Type, and Address of the business you want to add to TaxBandits.

• Step 4: Test and activate

Test the Zap by adding a new business to Google Sheets. Ensure that the business is automatically created in your TaxBandits account.

Once successful, activate the Zap to run automatically.

By automating business setup through Zapier, organizations can streamline payer onboarding, ensure data accuracy, and keep all tax-related activities centrally managed within TaxBandits.