Exporting Tax Data

Before importing data tax to 1099-Prep, you must do either of the following:

• Manually enter tax data in a tax form template you export from 1099-Prep.

• Export tax data from a customer account for a select filing year.

The export feature in Reporting allows users to export tax form templates and customer tax data for importing purposes.

Sections:

• Exporting Tax Data for a Select Year

• Exporting Prior Year Tax Data (Rollovers)

• Exporting Tax Form Templates

  • Using Tax Form Templates