Tax1099 Excel Template - Import Data Using Excel Template

Excel Integration



Tax1099 Integration With Excel

Import Directly From Excel

Copy your info to our Excel templates, and your data is uploaded directly into forms.

Tax1099 provides Excel templates for all form types we offer. Paste your data into the columns, and upload to Tax1099. We’ll convert your information into forms. You can view and edit the forms, exactly as they’ll appear to the IRS, before eFiling.

Security

We are on the cutting-edge of security in the digital age. We take every precaution with the safety of your sensitive information. You can upload your Excel template to our platform without worry. We use 256-bit, bank-grade security, and undergo and third-party security checkup every year.

Bank - Grade Security
Vendor Compliance

Data Confirmation

Tax1099 comes inbuilt with data confirmation features. We’ll let you know if there is any required information missing from your Excel upload. We also automatically check your addresses, to be sure that they do not have errors. We offer vendor verification with TIN matching, a method of checking information from your vendor against what the IRS has on record.

Tools for Accountants and Teams

Looking for team tools? Try Tax1099 Enterprise, our solution for accountants and their teams. Grant and restrict access by user role, or by specific user. Lock actions, payers, or both to certain members of your team. Track all actions from the admin account.

Tax1099 Rights Management
Variety of Tax Forms Supported

Forms

Check out our full list of forms under the forms tab. Recently added: the W-2 forms for Guam and the Virgin Islands.

Other import options

We integrate with accounting platforms, including QuickBooks Desktop and Online. See our full list under the Features & Integrations tab.

Manual Entry or Import