*You’ll use this feature only after you’ve entered your Payer(s) and Recipient(s) info in the Helper.

From your dashboard, scroll down to Create a Form and click on “Import File.”

From the dropdown menu, select the form you want to import. In this example, we’re going to choose a 1099-MISC.

Click “Download Template.”

Your Excel spreadsheet will go to your downloads. Simply open it and fill out the information, and proceed to the next step.

*As noted, be sure to enter and match the information for your Payers/Recipients that you’ve already entered into the Helper.

Save the Excel file where you want it – the desktop or any folder – and either drag it to the import section or upload it into the Helper. Here, we’re selecting “Browse Computer.”

You’ll drag and drop or double-click the file and it will automatically upload to the Helper.

Next, the following screen will appear.

Success. You’ve imported a filing with a template!