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Bulk Upload

You can add recipients in bulk as well by importing the data through Excel/CSV. 
Navigate to Tax1099 interface at Tax1099 - Manage Recipients to import the recipient data in bulk. 
To import the recipient data in bulk, perform the following steps: 
  • Login to Tax1099 application. 
  • From the left pane, click Recipients.
        The Manage Recipient page appears, click Bulk Upload tab.
       
  • The Upload the Excel File dialog box opens.
        
  • Click Download Template to download the excel template.
  • Enter the Recipient data as per the headers in the Excel file and save it in your local system. 
  • Click Select Files to browse the file and click Next.   
  • Click Bulk Upload.   
         The Excel file is successfully uploaded.