NOTE: To import using a Combined City/State/Zip field a new import map is required.

  1. Please download the sample import excel for your form type below to create a new map. 

  2. Go to Import New Tax Forms and Select Import records from Excel or Delimited text file. 

  3. The wizard will start. Select "Add/Update import maps" and "+Add" to create your new map



  4. When you get to the Import Field Columns you simply select "Map by Name" and all the fields will automatically map to the proper destination.

  5. Final step is to give your new map a unique name and it will now show up on your list of maps


Sample Excel Imports

1098 2018.xlsx

1098_2line_import_example.xlsx

1098-C 2018.xlsx

1098-E 2018.xlsx

1098-T 2018.xlsx

1099-A 2018.xlsx

1099-B 2018.xlsx

1099-C 2018.xlsx

1099-CAP 2018.xlsx

1099-DIV 2018.xlsx

1099-G 2018.xlsx

1099-H 2018.xlsx

1099-INT 2018.xlsx

1099-K 2018.xlsx

1099-LTC 2018.xlsx

1099-MISC 2018.xlsx

1099-OID 2018.xlsx

1099-PATR 2018.xlsx

1099-Q 2018.xlsx

1099-R 2018.xlsx

1099-S 2018.xlsx

1099-SA 2018.xlsx

3921 2018.xlsx

3922 2018.xlsx

5498 2018.xlsx

5498-ESA 2018.xlsx

5498-SA 2018.xlsx

W-2G 2018.xlsx


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