TaxBandits Knowledge Base

How to bulk upload 1099 forms using my own template?

TaxBandits provides a convenient way to e-file your 1099 forms in bulk. 

Step 1: Sign in to your TaxBandits account.

Step 2: Navigate to the ‘1099/W2’ Dashboard.

 

Step 3: Click 'Start New Form' >> Choose the form type.

 

Step 4: Select the tax year for which you need to file the 1099 form.

 

Step 5: Navigate to the 'Bulk Import' option and choose what details you want to upload in bulk.

• Recipient Data with Form Fields
• Payer and Recipient Information with Form Fields

Note: You can upload your own file only for ‘Recipient Data with Form Fields’.

 

Step 6: Select the importing method as 'Upload Your Own File' and upload your own file, then click the 'Continue' option.
 

General Instructions

File Specifications File Format: Ensure the file is saved as .CSV (Comma-Separated Values). Other formats like .xls or .xlsx are not supported. See how to convert other file formats to CSV File Size: The file size should not exceed the specified limit (e.g., 15 MB). Split large files into smaller ones if necessary. Row Limit: Rows exceeding 20,000 entries should be split into multiple files to ensure smooth processing. Encoding: Use UTF-8 encoding to avoid errors with special characters or unsupported languages.

Data and Input Specifications Mandatory Fields: Fields marked as required or mandatory must be filled for every record. Empty Fields: If a value is not applicable, leave the field blank rather than using placeholders like "N/A" or "NULL." Comma in Values: If any of the values contain commas, enclose them in double quotes (EX. “Brown, Davis & Partners”). Headers & Column Order: Headers can be edited as needed.  Do not change the order of columns, as the system maps data based on column position. Duplicate Records: Duplicates can cause errors or inconsistencies in the submission process. Therefore, ensure that each record is unique by removing any duplicate rows. Predefined Values: For fields with fixed-choice options, ensure you use values exactly as defined in the template instructions.  Special Characters: All special characters are allowed except < > ; { } [ ] _ \ ! : ? = (These characters will be removed before upload.) If any text has a dot followed by letters, a space will be added after the dot.

 

 

Step 7: Our AI system will automatically map your uploaded data to the appropriate form fields based on the column headers in your uploaded file. For the remaining fields, use the dropdown or drag and drop from 'Unmapped Columns,' then click the 'Continue To Preview' option.

 

Note:  This field mapping format will be saved as a template, so you won't need to map the data each time you file. Next time you upload form data, select this template, and our system will auto-map the data to the appropriate fields.

Step 8: You'll get a preview of the form. Once you have checked all the details, click 'Continue to Process.'

 

Step 9: You'll be redirected to the dashboard. Review your details in the 'Ready to File' pane on the summary page and click 'Continue Filing.' If there are any errors, you'll find them in the 'Errors' pane. Click 'Fix Errors' in the action pane to edit your form.

 

Step 10: Click 'Continue to State Filing,' preview the state information and click the 'Continue to Form Distribution'

 

Note: Based on your selected state, if additional forms are required, you must file those forms accordingly.

Step 11: Select the type of form you want to be distributed and click 'Continue to Form Summary.'

 

Step 12: Review the form summary and click 'Proceed to Checkout.'

 

Step 13: Check your order details, including the fee, acknowledge it, and proceed to pay and transmit. Your payment will then be successfully processed.

By following these steps, you can effortlessly use our standard template to upload your data to file Form 1099 with TaxBandits.