Import History

The Import History prompt displays whenever you complete an import.

You can access the Import History prompt, by clicking IMPORT in the Upload Forms in Bulk panel and selecting VIEW IMPORT HISTORY in the Import prompt.

The prompt contains a record of current and previous imports; and if the import was successful, partial successful, or failed.

The table below defines each column in the Import History prompt.

Column Name	Definition
Date/Time (EST)	The date and time (Eastern Standard Time) the import was performed.
User Name	The 1099-Prep user that performed the import.
File	The file generated from the import. This is typically downloaded to your computer's Downloads folder.
Form	The type of tax form imported.
Status	Status of the import and number of forms imported: Success: All forms were imported into 1099-Prep with no errors. The forms can be edited in the customer dashboard. Partial: One or more forms failed the import process. Download and open the Errors spreadsheet file to view tax data of forms that caused the failure. Failure: All forms failed the import process. Download and open the Errors spreadsheet file to view tax data that caused the failure.
Results	Click the Download icon: to download all tax data of the import in a spreadsheet file. If there are errors in the tax data that prevented a successful import, cells that contain data which caused the failure are highlighted and annotated (see Resolving Import Failures). The Alert icon: displays if 1099-Prep did not recognize the imported file or there are missing required components to the imported tax form template. Click on the icon to see a message related to the failure. Reasons for an Alert are: File name of template file has been changed. Password protected XLSX file. Missing data in required cells. A customer name must exactly match the name of the customer in 1099-Prep. Invalid data in cells (e.g., a non-existent country code). Missing column in a template file. An identical form has already been filed and accepted by the IRS. In this case, the accepted form must be negated or deleted before import.
Errors	Click the Download icon: to download a spreadsheet file that only contains tax data that caused the failed import. This file can be used to resolve failures (see Resolving Import Failures). N/A displays in this column if there are no errors in the tax data of the import file to review.