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How to Upload Data using Excel (for all forms available on site)

Note:  All screen shots provided in the instructions are from test accounts created for this purpose

Step 1 

Log in to your account.  Enter your email address and password and click the Log In button.

You will be brought to your Dashboard. At the top right corner you should see Welcome (your name). You are securely logged in.

 dashboard_screen1.png

 

 Step 2 

There are two ways to navigate to the Upload Center from the Dashboard.

1.  You can click Filing Center on the navigation bar and then Upload Forms. 

2.  The Easy Import box provides various icons which can be selected for your preferred method of uploading your data, including the Excel Template and QuickBooks.

easy_import.png

 

Step 3

Excel Template Uploads:

If this is is your first time uploading from Excel you will first need to download the Excel Template.

Click on the 'Download Template' link to download the template (Continue on to Step 4 if doing an Excel Upload)

 

 

 

 

 Step 4

Click Open (this will open the excel template).

You can also save this template to your computer for later use if needed.

 upload_centerpt3.png

 

 Step 5

Select the form you are uploading tax information for by clicking the form name tab at the bottom of the screen (i.e. 1099-MISC, 1099-DIV, etc.).

Note: all 11 forms available on the side have a template in which you can upload information.

template.png

 

 Step 6

Enter your payer and recipient information into the labeled columns. 

Line 1 correlates to the box on the actual form and is for your information only

Line 2 is the column name/section name of each part of the form you need to fill out.

Line 4 is a sample of information entered that you can follow.

All your data must be entered on or below line 12. Do not change the name of the tabs

Once finished filling out all the information needed – save the file to your desktop.

template_row_12.png

 

 Step 7 

Once you have completed filling out the form return to the Upload Center and move to Step 2. Click the 'select' button and choose the file you want to use - then select 'Import Data' when it turns orange.

 

 

 

 Step 8

If your file imports without any errors you will be redirected to the Forms In Progress page where you can view the files you just imported and add them to the cart, after selecting the filing method, to continue the process.

forms_in_progress_screen.JPG

 

Step 9

If you have errors in your upload you will be navigated to the error page where you have the chance to fix the errors in the form by clicking 'Edit' or amending the template and starting the process again. After editing the form on screen and fixing the errors, select 'Submit Forms'. You will then be navigated to the Forms In progress page.

 error_message_upload.png

Note:  if you are uploading an Excel  file this is your last step.  Once all forms are on the Forms In Progress page you can continue to move forms to your cart to check out.

 

 

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