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NOTE: To import using a Combined City/State/Zip field a new import map is required.
- Please download the sample import excel for your form type below to create a new map.
- Go to Import New Tax Forms and Select Import records from Excel or Delimited text file.
- The wizard will start. Select "Add/Update import maps" and "+Add" to create your new map
- 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.
- 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_2line_import_example.xlsx
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