Adding Businesses to Your TaxBandits Account
Tips for getting started in TaxBandits!
| Filing for multiple businesses is easy with TaxBandits! Here’s how you can add businesses to your TaxBandits account:
Once you’ve signed in, begin by clicking “Start New”:
Select “Business”:
Choose if you want to manually add or bulk upload businesses:
If manually adding, click “Start Now”, enter the business details, then click “Save”:
If bulk uploading, click “Start Now” and download the template:
Add each business on a separate row:
Once all of the business details have been added, download the completed template, then use Step 2 in your TaxBandits account to select the file from your computer and upload it to TaxBandits.
If any of the businesses already exist in your TaxBandits account, their information will be updated based on the data in your template:
Preview the business details to ensure you’ve added the data in the correct columns, then click “Continue to Import”:
Review the import summary to see what files have been imported correctly and check if there are any errors to resolve:
The imported businesses will then be available in your Address Book:
*You can also manually add or bulk upload businesses to your account from your Address Book.
Now, you can select the businesses from your address book when filing:
*If a new business is reported on a form, the new business will be added to your address book once the form has been saved.
Want to see steps for other business types, forms, or features? Comment on this post and we’ll make your request a future blog!