Import Spreadsheet Format Guidelines for Tax Year 2021

Import spreadsheet format guidelines A Step-by-Step Guide

We’ve created Excel import spreadsheet templates to help you easily upload all of your 1095-B and 1095-C, 1099, and W-2  data. These templates are identical to the official IRS forms so that you can enter the information just as you would on paper. 

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Prepare for ACA Reporting: A Step-by-Step Guide

Prepare for ACA Reporting

It is important that you know what information you need before you begin to prepare for ACA reporting. We’ve identified the following 7 key topics that may help you to correctly and timely complete your ACA filing with our Step-by-Step Guide.

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Gathering Information for Form 1099-MISC

irs, form 1099, form 1099-misc, e-file, efiling, e-filing

Preparing Forms 1099-MISC can be difficult,  but we are here to help simplify things!

Before you prepare your forms, you will need to gather the tax information for the business or payer and recipient or payee, as well as the amounts paid to the recipient.

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Gathering Information for Form 1099-NEC

Gather Information to Prepare Form 1099-NEC

Preparing Forms 1099-NEC can be difficult,  but we are here to help simplify things!

Before you prepare your Forms 1099-NEC, you will need to gather the tax information for the business or payer and recipient or payee, as well as the amounts paid to the recipient.

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