Support Center

Excel import

Last Updated: May 11, 2017 02:05PM CDT
If you want to import your 1099 data with Excel, please log in to your Tax1099.com account, and follow these instructions:
 
  • On the left-hand side of the screen, Click on Import -> Excel spreadsheet
                                                   
                                                      

                                 
 
  • Please select the Tax Year and the Form you want to file

                             
  • Next, you can download our formatted template by selecting "here" as shown below or some forms has Excel and CSV options to select.

                                 


 
  • After completing the template, save the file to your computer.
  • Please note that all cells need to be filled out unless the column heading says Optional. Some of the cells have text that pop up when you hover over them to explain what is required in the field. For example: Payer Type is Business or Individual; Payer TIN Type is EIN or SSN.
  • Save the format as Excel Workbook.
  • Then come back to Tax1099 and click select so you can upload your excel file.
  • Once the file successfully uploads, click next.
  • Select the tax year on the screen where it asks to map the highlighted fields.
  • Make sure the fields match up to what the column headings read in the spreadsheet, and click next. 
  • Select the Payer(s) or select all and then refresh to show all data you uploaded on our import grid.


 
  • It will show you a list of the recipients you are attempting to upload. You can edit it all here if needed or on the next screen after they are imported into Tax1099.
  • To change the box category for the amount, just select the form(s) on the left, then go to Apply all to selected Recipients at the top right of the grid.
  • If all the data is good, you will see green dots next to the payer and recipients. 
  • If there is missing data, you may see a yellow dot next to the payer, and a red one next to recipients who have missing or invalid data, such as a 4 digit zip code.
  • If there is a red dot next to the Payer, that means there is data missing from the Payer info.
  • If you have a lot of errors, you can click on download error list and it will export them to an excel file.
  • If you want to save, click save and exit. 
  • When you are done editing to get all green dots, select your forms to the left and click Next at the bottom. 
  • You will see a pop up showing you how many records were added successfully.
  • It will automatically take you to check out, so you can submit them to IRS and request any USPS mailing or emailing as needed.
  • Click here for more details on how to finish submitting the forms.

 

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