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.

Exporting data to a CSV 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.

Import from Last Year

Importing & Exporting Your Data

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

Upload Form Amounts with an Excel Template

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.

Importing payer/employer data 
from an Excel® or CSV file

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

Importing Recipients with Excel Files

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

Import Payers & Recipients in One Excel File

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

Upload Payer, Recipient & Form Data in an Excel Template

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.

Upload from Template

Why doesn’t my Quickbooks® Online® data import properly into Adams® Tax Forms Helper®?

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

Importing Filings from QuickBooks® Online

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

Importing from QuickBooks® Online

Import from QuickBooks Online

Find answers and get help from Intercom Support and Community Experts

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