{"id":543,"date":"2020-11-25T07:02:23","date_gmt":"2020-11-25T07:02:23","guid":{"rendered":"https:\/\/blog.tax1099.com\/?p=543"},"modified":"2025-09-19T09:16:22","modified_gmt":"2025-09-19T09:16:22","slug":"excel-integration","status":"publish","type":"post","link":"https:\/\/www.tax1099.com\/blog\/excel-integration\/","title":{"rendered":"Excel Integration With Tax1099"},"content":{"rendered":"<p>Importing through a Tax1099.com Excel spreadsheet template remains our most popular integration. For all the variety of forms offered, Tax1099 provides Excel templates to easily transfer your data. Simply paste your data into the columns and upload it to Tax1099.<\/p>\n<p>We convert the data into forms so you can edit them before eFiling. <a href=\"https:\/\/www.tax1099.com\/\">Tax1099<\/a> also provides bank-grade security, vendor compliance, rights management, a variety of forms, and manual or import entries.<\/p>\n<h2>How to get info from excel to tax1099<\/h2>\n<p>Follow these steps to start the import process using Excel:<\/p>\n<ul>\n<li>Log into your Tax1099 account<\/li>\n<li>Navigate to the menu on the left &gt; select \u201cImport\u201d &gt; \u201cExcel Spreadsheet\u201d<\/li>\n<li>Select the form you would like to import to<\/li>\n<li>Download the template using CSV or Excel (Excel recommended)<\/li>\n<li>Open the Excel template &gt; red columns is what\u2019s required<\/li>\n<li>Fill in the template with the data<\/li>\n<li>Select the file you created &gt; click \u201cNext\u201d<\/li>\n<li>Next page will show a form with the data you entered into it<\/li>\n<li>Click \u201cNext\u201d<\/li>\n<li>The next page will review the form and look for invalid information<\/li>\n<li>Solve any recipients with red or yellow dots<\/li>\n<li>You may download the errors by clicking \u201cDownload Error List\u201d<\/li>\n<li>Once all recipients have a green dot &gt; click \u201cSelect All\u201d &gt; \u201cNext\u201d<\/li>\n<li>On the next page you may select the delivery type for the forms, <a href=\"https:\/\/www.tax1099.com\/features\/tin-lookup-tin-check-verification\">TIN matching<\/a>, and State filing<\/li>\n<li>Once completed &gt; click \u201cNext\u201d<\/li>\n<li>You\u2019ll be navigated to the payment screen<\/li>\n<li>Enter your payment details<\/li>\n<li>A confirmation and payment receipt will be emailed to you<\/li>\n<\/ul>\n<h3>How to set up vendors and contractors<\/h3>\n<ul>\n<li>Add new vendors to the Excel spreadsheet<\/li>\n<li>Upload to Tax1099<\/li>\n<\/ul>\n<h3>How to pay contractors<\/h3>\n<ul>\n<li>Make a payment and document it on the Excel spreadsheet<\/li>\n<li>Upload to Tax1099<\/li>\n<\/ul>\n<p><strong><a href=\"https:\/\/web.tax1099.com\/#\/signup?ref=blog\" target=\"_blank\" rel=\"noreferrer noopener\">Sign Up Now &amp; Create Your FREE TAX1099 Account<\/a>.!<\/strong><\/p>\n<h3>Other Tax1099 Integrations<\/h3>\n<p><a href=\"https:\/\/www.tax1099.com\/blog\/xero-integration\/\">Tax1099 Integration With Xero<\/a><\/p>\n<p><a href=\"https:\/\/www.tax1099.com\/blog\/sage-intacct-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tax1099 Integration With Sage Intacct<\/a><\/p>\n<p><a href=\"https:\/\/www.tax1099.com\/blog\/accountingsuite-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tax1099 Integration With AccountingSuite<\/a><\/p>\n<p><a href=\"https:\/\/www.tax1099.com\/blog\/bill-com-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tax1099 Integration With Bill.com<\/a><\/p>\n<p><a href=\"https:\/\/www.tax1099.com\/blog\/quickbooks-desktop-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">TAX1099 Integration With QuickBooks Desktop<\/a><\/p>\n<p><a href=\"https:\/\/www.tax1099.com\/blog\/quickbooks-online-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tax1099 Integration With QuickBooks Online<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Importing through a Tax1099.com Excel spreadsheet template remains our most popular integration. For all the variety of forms offered, Tax1099 provides Excel templates to easily transfer your data. Simply paste your data into the columns and upload it to Tax1099. We convert the data into forms so you can edit them before eFiling. Tax1099 also [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[14],"tags":[15],"class_list":["post-543","post","type-post","status-publish","format-standard","hentry","category-tax1099-integrations","tag-tax1099-integrations"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Tax1099 Integrates With Excel To Import Data | Tax1099 Blog<\/title>\n<meta name=\"description\" content=\"Tax1099 Excel Integration - Importing through an Excel spreadsheet template remains our most popular integration for all the forms. eFile Now\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.tax1099.com\/blog\/excel-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Tax1099 Integrates With Excel To Import Data | Tax1099 Blog\" \/>\n<meta property=\"og:description\" content=\"Tax1099 Excel Integration - 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