What is the use of bulk upload templates in TaxBandits?

Last modified 4/11/2023 4:52:41 AM EST

Our CSV templates simplify bulk filing by allowing you to upload data for forms and address book entries efficiently. Here's how you can make the most of these templates:

Purpose of Bulk Upload Templates

The templates allow you to:

• Enter and organize data offline in a structured format.

• Quickly upload large volumes of payer, recipient, and filing information.

• Simplify the filing process for forms and streamline address book management.

How to Use Bulk Upload Templates:

Step 1: Download the Template

Navigate to the Templates section and download the applicable CSV template based on:

• The type of form series (e.g., 1099/W-2, 94x, ACA).

• The tax year.

• The type of address book data (e.g., Payer Data or Payer and Recipient Data).

Step 2: Enter Data

1. Open the downloaded template in a spreadsheet application (e.g., Excel, Google Sheets).

2. Fill in the required fields:

   • For forms: Enter payer, recipient, and form-specific details like payment amounts, tax withheld, etc.

   • For address book entries: Enter details of payers and their recipients as applicable.

3. Use the instructions provided within the template as a guide to format your entries correctly.

Step 3: Upload and File

• For Forms:

  • Start a new form under the desired form series.

  • Choose the Bulk Import option and upload your completed template to proceed with filing.

• For Address Book:

  • Navigate to the Address Book section.

  • Click Add New Payer and select the Bulk Import option to upload the completed template.

Note: You can also upload your own file to bulk import data. See How