Exporting Prior Year Tax Data (Rollovers)

Use the Export Prior Year Rollover export feature in Reports to quickly export prior year's tax data in 1099-Prep and import it into the current year.

To export prior year tax data:

1. In the company dashboard, select the customer account that contains the tax data you want to export by clicking a tile in the company dashboard.

2. In the customer's dashboard, click REPORTS in the Generate Reports for Your Records panel.

3. In the Reports prompt, click Report Type drop-down menu and select Export Prior Year Rollover.

4. Click the Payer drop-down menu and select a payer from the customer's account, or select All Payers in the customer's account. Options in the menu are from payers created in the prior tax filing year.

   NOTE: To see more information about payers and recipients from the prior filing year, exit the Reports feature and manually select the prior filing year (see Selecting a Filing Year).

5. Click RUN in the prompt.

6. In the Additional Information prompt, select a Form Type. Only tax data of the selected form type will be exported.

   Options are any type of tax form related to the selected payer (see previous steps).

7. Click RUN in the Additional Information prompt.

1099-Prep generates a spreadsheet file that contains tax data for each form type of the payer you selected.

When the file is done processing, click the Download icon: in the Report History panel to download the spreadsheet file to a location on your computer.

Use the spreadsheet to import tax data to the current year (see Importing Data).