How do I correct errors while bulk uploading using a file?
863 views |Last modified 4/13/2023 2:23:26 AM EST | Added by TaxBandits Team

Follow the process below to handle errors while bulk uploading a file to import data into TaxBandits. 

Note: The below process will be the same for all of the 1099 series and W-2 forms. 

Once you enter the required information into the bulk upload template, upload it back into the application. TaxBandits performs validation checks, and the error details will be displayed. 

Import Summary page

After the import process is completed, you will be directed to the Import Summary page. This page displays the Recipient records, including the successful and errored records. 

View and Fix Errors

You can find the errored records under the Errors section, which you can choose to fix immediately or come back later and fix.

If you want to fix these errors later, click ‘Continue Filing’ to proceed with the records that were imported successfully. However, the details you imported must have at least one Successful Record to continue with the flow.

Export Errors

Correcting the errors has been made simple for you with the Export Errors option. First, click Export Errors from the Import Summary page to export the entries in Excel and download the file. Analyze the errors and correct them directly in the downloaded error file. You will have to re-upload this file to import the data again.

If you want to transmit all the success forms at the same time, then you must continue filing the ready-to-file forms first. Then correct the error forms and upload the file. Now, all the forms uploaded for the same business will be in the Dashboard. Click Check Out and transmit all the forms at a time.