Can I use my template to upload the recipient data for 1099s?
2.7k views | Last modified 5/27/2020 1:45:01 AM EST

Applicable To
94X 1099 W-2 ACA W-4

You can use your own template in our acceptable format to upload bulk 1099 forms. The acceptable formats are CSV and EXCEL. 

When you upload the file, we will try to map the column headers of your template with the Form 1099 fields. Your data will be mapped with the Form 1099 fields for preview before that data is imported. If you find some column headers unmapped, use the drag and drop option to map the right column header equivalent to one particular field.

For step-by-step instructions on how to bulk upload 1099 forms using your own template, click here.

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