Adams Tax Forms

Want to copy your Payers or Recipient list from last year without the forms? Here's how to bring only what you need into the new tax year.

Import Last Year’s Payer or Recipient Data Only

Here’s how to back up your data from Adams® Tax Forms Helper® to a comma-separated values (CSV) file or Excel® file.

Want to import your prior year Payers, Recipients and Forms? Here's a step-by-step guide on how to that in the Helper.

Here’s a step-by-step guide to downloading and importing a template on the new Helper.

If you used another tax program last year, fear not! Here’s how to import payer data with a comma-separated values (CSV) file Excel® file.

Want to import Recipients with an Excel file? Here’s just how.
The new Helper can do just that.

Here's how to upload Payers & Recipients in a single Excel spreadsheet.

Uploading Payer, Recipient and Form Data is a breeze, all in 1 Excel Template. Here's how!

Here's an easy article on how to upload Form amounts in the Helper, all from an Excel Template!

Import your data from an Excel or CSV template file.

Users can import 1099 Filings data by linking directly to their QuickBooks® Online account.

In a time-saving upgrade, 1099-MISC & 1099-NEC users can now import data by linking directly to their QuickBooks® Online account.

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