Please Note: this template will create new Payer and Recipient records. If you've already created the payer and recipients (for example, if you've used this template to make 1099-NEC and now want to make 1099-MISC for the same recipients), use the old form data-only template.

From the dashboard, click on “Import File” under the Create a Form option.

Next, select the form you want to download. In this case, I’m choosing the Payer, Recipient and 1099-MISC option.

Next, click Download Template.

Your Excel template will go to your downloads bar, and you can open it and begin entering your information.

We’ve entered our information into the Excel spreadsheet. Now, we will upload our file.

Next, click the dropdown menu and select Payer, Recipient and 1099-MISC:

Next, click “Browse Computer.”

Double-click your file to upload. Note: you may also drag it into the gray area around the Browse Computer option.

You’ll see the Import Results Page, and you can click “View Filings.”

Your Form(s) will appear in the Forms list:

You’ve just uploaded Payer, Recipient and Form data into the Helper! Good on you!