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Import Files:
Import Form Fields:
| Field Name | Size | Type | Description | Notes |
| TIN | 11 | Number | TIN (EIN, SSN or blank = Applied for) | EIN / SSN or Blank for "Applied for" |
| TIN Type | 1 | Number | EIN=1, SSN=2, Unknown type=0 or blank | EIN = 1 / SSN = 2 / Unknown Type = 0 or Blank |
| TIN Masking | 1 | Character | Use TIN Masking when printing recipient forms | |
| TIN EIN Type | 1 | Number | EIN=0, QI,WP or WT-EIN=1, NQI-EIN=2 | |
| TIN is Applied For | 1 | Character | TIN is 'Applied for' but not issued | |
| Filer Payer Code | 15 | Character | Filer Payer Code | |
| Location Code | 14 | Character | Location code for this instance of TIN | |
| Name Line 1 | 40 | Character | Name of the filing entity | |
| Name Line 2 | 40 | Character | Filer name line 2 of the filing entitiy | |
| Address Type | 1 | Character | Blank = US, C = Canada, O = Other | |
| Address Line 1 | 40 | Character | Address location (street, etc.) | |
| Address Line 2 | 40 | Character | Routing address (Suite, department, etc.) | |
| City | 40 | Character | City where the filer is located | |
| State | 23 | Character | State or Province, Locale if 'Other' country | |
| Zip | 15 | Character | US zip or Canadian / 'Other' postal code. | |
| Country Name | 25 | Character | IRS/SSA Country name from code (w/opt key) | |
| 25 | Character | Email address for filer | ||
| Fax | 14 | Character | Fax number for filer | |
| Combined Filer | 1 | Character | Combined federal and state filing program | |
| State Abbr for ID | 2 | Character | 2 letter abbreviation for state issuing ID# | |
| State ID Number | 10 | Character | State identification number | |
| 1099-INT RTN | 9 | Character | Filer Routing Transfer Number (RTN), if applicable | |
| 1099-K Filer Type | 1 | Number | PSE/EPF/TPP indicator | 0 or Blank = Not Applicable / 1 = PST (Payment Settlement Entity / EPF = Electronic Payment Facilitator / TPP = Third Party Payer |
| 1099-K PSE Name | 40 | Character | PSE Name | |
| 1099-K PSE Phone | 20 | Number | PSE Phone | |
| W-2 941 | 1 | Character | W-2: Allow 941 (Regular) payer type | |
| W-2 943 | 1 | Character | W-2: Allow 943 (agriculture) payer type | |
| W-2 944 | 1 | Character | W-2: Allow 944 (annual) payer type | |
| W-2 CT1 | 1 | Character | W-2: Allow CT-1 payer type | |
| W-2 Household | 1 | Character | W-2: Allow household payer type | |
| W-2 MGE | 1 | Character | W-2: Allow MGE (Medicare govt emp) payer type | |
| W-2 Military | 1 | Character | W-2: Allow military payer type | |
| W-2 3rd party | 1 | Character | W-2: 3rd party sick pay | |
| W-2 Employer Type | 1 | Character | W-2: Employer type for W-3 forms | |
| W-2 Establishment | 1 | Character | W-2: Establishment number | |
| 1042-S Nominee | 1 | Character | 1042-S: Filer is nominee (Used for 2006 forms only) | |
| 1042-S Ch 3 Status | 2 | Character | 1042-S: Chapter 3 status code | WHA Chapter 3 status code. Code can be set default per filer in Filer preferences. Import will override default code. |
| 1042-S Ch 4 Status | 2 | Character | 1042-S: Chapter 4 status code | WHA Chapter 4 status code. Code can be set default per filer in Filer preferences. Import will override default code. |
| 1042-S Foreign TIN | 22 | Character | 1042-S: Foreign TIN (If any) | |
| 1042-S GIIN | 19 | Character | 1042-S: Global Intermediary ID Number | |
| Region Code | 6 | Character | Region Code | |
| Contact Dept | 15 | Character | Contact department | |
| Contact Dept Full | 40 | Character | Full contact dept name | |
| Contact is Default | 1 | Number | Contact is filer default when adding forms | |
| Contact Name | 40 | Contact | Contact name for department | |
| Contact Phone | 15 | Character | Contact phone for department | |
| Contact Ext | 7 | Character | Contact phone extension for department | |
| See Recipient Common Fields | Recipient fields common to all form types. | |||
| See Form Specific Fields | Fields specific to a particular form type. | |||
| See Form Common Fields | Form fields common to all form types. | |||
Filer Common Fields:
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