Import BOI
To Import BOI forms, perform the following steps:
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Login to the Tax1099 application.
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From the left pane, navigate to the FinCEN BOI Reporting.The FinCEN BOI page appears.
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Click Import BOI. The Bulk Import Form BOI page appears.
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Select files and upload the Excel/CSV file and click Next. The below page is displayed.
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Review system-flagged errors (e.g., missing Payer EINs) and correct them.
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Once validated, finalize the import process, and your BOI data will be available for generating forms.