Exporting Tax Form Templates

Tax form templates are spreadsheet files that are specially formatted to contain data of different types of tax forms supported by 1099-Prep.

If you want to import new tax data for the current filing year, you must:

  1. Export a tax form template (steps below).

  2. Manually enter data in the template (see Using Tax Form Templates).

  3. Import the completed template into the customer's dashboard (see Importing New Tax Data).

To export a tax form template, do the following:

  1. In the company dashboard, select the customer account.

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

  1. In the Reports prompt, click Report Type drop-down menu and select Export Template.

  1. Click the Payer drop-down menu and select All Payers.

  1. Click RUN in the prompt.

  2. In the Additional Information prompt, select one or more Form Types.

    NOTE: If multiple form types are selected, a template for each form type is included in the tax form template spreadsheet exported at the end of these steps (see Using Tax Form Templates).

  1. Click RUN in the Additional Information prompt.

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

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

Enter tax data in the worksheets of the spreadsheet file, save it, and then import the tax data (see Using Tax Form Templates).