Support Center

Excel import

Last Updated: Apr 18, 2016 11:24AM 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 Form you want to file

                             
  • Next, you can download our formatted template by selecting "here"

                                 


 
  • After completing the template, save the file to your computer.
  • 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.
  • Make sure the fields match up, and click next. 
  • Select the Payer(s) or select all and then refresh to show all data you uploaded on our grid.


 
  • It will show you a list of the recipients you are attempting to upload. You can edit it all here if needed. 
  • 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, select your forms and click next. 
  • 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.

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  • Call us @ 877-811-ETAX (3829).
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