How to Update Filer Details

The Filer Setup tab is a section within the Taxbit Dashboard where users can manage and configure filer information required for tax form generation and filing.

Please follow the steps outlined below for updating your filer information:

Step 1: Select your organization drop-down from the top left.

Step 2: Select “Settings” from the right.

Step 3: Then select “Filer Setup”.

Step 4: Select the 3 dots from the right of the filer you wish to update and then select "Edit Filer".

Once the necessary Filer details have been updated, you will be able to successfully generate your tax forms.