CSV import, all forms
Use our CSV templates to easily transfer recipient data from your
accounting software.
Easy Recipient Data Entry
Export your 1099 report to a spreadsheet, cut and paste into our form-specific CSV template, then import.
Each CSV file imports only Recipient data.
We check for errors when you upload.
If you leave the TIN Type column blank, we'll choose SSN or EIN based on number of dashes. If no dashes, we assume SSN.
Select your CSV template