How to Bulk Upload Data and File a form 1099-NEC

reading time: 9 minute(s)

Filing your 1099 forms in bulk can be a time-consuming task, but TaxBandits makes it easy with a streamlined process. TaxBandits provides a user-friendly platform that enables businesses to submit their 1099 forms efficiently while ensuring accuracy and compliance.

Here, we provide a step-by-step guide on how to efficiently file a 1099-NEC form with TaxBandits using the Bulk Upload feature.

To begin, log in to your TaxBandits account using your registered email and password. If you don’t have an account, sign up and create a new account.

Step 1: Navigate to the ‘1099/W2’ dashboard, where you can manage all your 1099/W-2 tax filings, and click Start New Form.

 
Step 2: Click the 1099-NEC to begin filing the required return.

Step 3: Select the appropriate tax year for which you are filing Form 1099-NEC. 

Step 4: TaxBandits offers a Bulk Import feature, allowing you to upload recipient and payer data in bulk. You can either upload Recipient Data with Form Fields or Payer and Recipient Information with Form Fields. If you choose to upload your own file, ensure it is in CSV format.

Step 5: Select your preferred importing method from the three convenient options

• Use Our Standard Template
  Download our CSV template, fill in the details, and upload it.
  
• Upload Your Own File
  Import the required form data using your own CSV template.
  
• Copy and Paste Data
  Copy the information from your own file and paste it directly into the form.

Once done, click ‘Continue’ to proceed.

Step 6: After uploading, TaxBandits’ AI system will map your data to the appropriate form fields automatically. If any fields remain unmapped, you can manually adjust them using the drag-and-drop feature or dropdown options. Once the mapping is complete, this format will be saved as a template for future filings, reducing the need for repeated setup. 

Then, click ‘Continue to Preview’.

Step 7: Before proceeding, preview your form to verify all details. Review recipient and payer data thoroughly to prevent errors. Then click ‘Continue to Process’.

Step 8: If any errors are found, they will be displayed under the ‘Errors’ pane. You can correct these issues before submission to ensure compliance. Click ‘Fix Errors‘ in the action pane to edit your form.

Step 9: After addressing errors, proceed to the State Filing section, where you can check for any additional state-specific requirements. Some states mandate extra filings, so ensure compliance by reviewing the necessary forms before submission. 

Step 10: Once state filing requirements are met, choose how to distribute the forms to recipients. TaxBandits offers multiple distribution methods to ease the form distribution process.

Step 11: Before finalizing, review the Form Summary to confirm all data is correct. This is your last opportunity to make adjustments before submission. Once everything is verified, click ‘Proceed to Checkout,’ where you can review your order details and acknowledge the associated filing fee. After payment is completed, your forms will be securely transmitted to the IRS and applicable state agencies.

Following these steps, you can efficiently file your 1099 forms in bulk using TaxBandits. The intuitive process ensures accuracy, minimizes errors, and saves valuable time during tax season. 

Ready to start filing? Create your free TaxBandits account and get started now.