Note: All screen shots provided in the instructions are from test accounts created for this purpose
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.
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.
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)
IRS Formatted Text Files Upload:
If you are uploading an IRS formatted txt file from your software skip to step 7.
Click Open (this will open the excel template).
You can also save this template to your computer for later use if needed.
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.
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.
Once you have completed filling out the form return to the Upload Center and move to Step 2. Click the 'select' button and choose your form you want to use - then select 'Upload File'.
You will be notified that your file uploaded successfully and to move to Step 3. (if your file did not upload correctly you can try again using the same method). Now click 'Import Data'.
If your file uploads 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.
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.
Note: if you are uploading an Excel or IRS formatted 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.