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How to bulk upload my 1099 forms?

With TaxBandits, you can e-file large numbers of tax returns at once. Our bulk upload feature allows you to upload 1099 details for multiple recipients.
Follow these simple steps to bulk upload your 1099 forms:

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 you want to upload.

  • Recipient data with form fields - Choose this option if you want to upload multiple recipients for the same payer, including amount fields.
  • Payer and recipient information with form fields -  Choose this option if you want to upload multiple payers along with their recipients, including amount fields.


 

Step 6: Based on the type of information you want to upload, you’ll have different import options.

For Recipient data with form fields:

  • Standard Template: Use the provided CSV template to import recipient data directly into our system along with other form fields.
  • Own File: Upload your own file containing recipient data for processing. See How
  • Copy & Paste: Copy recipient data from another source and paste it directly into the form fields. See How

For Payer and Recipient information with form fields:

  • Standard Template: Use the provided CSV template to import both payer and recipient data directly into our system along with other form fields.

Here, we’ve selected the import method as 'Use Our Standard Template.' With this method, you can download our CSV template and fill in the data by following the instructions.

Import 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.


Once you fill in all the information on the downloaded template, you can upload the file or drag and drop it. Note that only CSV files are supported. Then, click 'Continue.'


 

Step 7: You’ll get a preview of the form. Once you have checked all the details, click 'Continue to Process.'


 

Step 8: 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 9: On the federal filing page, you can review your forms, download them in PDF format, export them in Excel, and also download the summary form.


 

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

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 proceed your payment to complete your order.


 

Step 13: Your order will be completed once your payment is processed. 


 

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

 

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