Do I have to add recipient details every time I file for them?
5.5k views |
Last modified 1/24/2023 6:07:32 AM EST
94X 1099 W-2 ACA W-4
If you are filing the form for the recipient for the first time, you must manually enter the recipient's information and file the return. If you’ve already filed a form in TaxBandits for that recipient, the recipient’s information will be automatically added to the address book, and you can easily pull them using the search bar and proceed with the filing.
Alternatively, you can add the recipient's information to the address book, so instead of adding the recipient details all over again in the filing flow, you can easily select the recipients associated with your business from the address book lookup and autofill their details in the form.
For step-by-step instructions on how to add recipients/employees to the address book, click here.