How do I bulk upload 1099 forms using my own template?
72 views |Last modified 9/11/2024 9:20:23 AM EST | Added by TaxBandits Team

With TaxBandits, you can e-file large amounts of tax returns at once. Our bulk upload feature allows you to upload the 1099 details of multiple recipients using your own CSV file formats. Please note that this option is only available for Form 1099-NEC.

To upload your 1099-NEC data in bulk using your own template on TaxBandits, follow these simple steps:

Step 1: Sign in to your TaxBandits account.

Step 2: Select “Start New Forms” on the dashboard and choose “Form 1099-NEC”.



Step 3: In the “Bulk Import” tab, choose the type of information you want to upload.

Step 4: If you're already registered, add a payer from the address book or add a new payer if you're a new user.



Step 5: Select the import method “Upload Your Own File”.



Step 6: Upload the file from Google Drive or by CSV file, then click “Continue.”

Step 7: Preview your form and click “Continue to Process.”



Step 8: You'll be redirected to the dashboard. You can find the details and click “Continue Filing.”

Step 9: Click “Continue to State Filing” and add the state information.

Step 10: Click “Continue to Form Distribution” and select the type of form you want to be distributed.



Step 11: Review the form summary and click “Proceed to Checkout.”



Step 12: Check your order details, including the fee, and click “Complete Your Order.”

Step 13: Enter your card details and address, then click “Pay and Transmit.” Your payment will be successfully processed.


 
By following these steps, you can effortlessly upload 1099 forms using your own template with TaxBandits.