Use an Excel import template to create multiple tax forms at once in eFileMyForms. You can use eFileMyForms's sample import templates or your own Excel file.

1. On the home page, click New Import.
   The Import Forms page opens with the current tax year selected.
2. Click the form type you want to import.

   • Popular forms such as 1099-NEC, ACA, 1099-MISC, and W-2 appear at the top. Expand the sections below for additional form types including the 1099 series, 1042-S, 1098, 5498, and W-2G forms.

   • If you want to import forms for a previous year, click the year first, then select the form type. Not all form types are available for every year.

   • If you are reporting income from federally tax-exempt interest, follow the steps in the Report federally tax-exempt state interest income article.

3. Optional: Enter a label for your import in the description field.

   Adding a label helps you identify this import later, especially if you have multiple imports or need to reset or void an import.

4. Go to the Select a Filer tab and select a filer option.
   • If your filer is already in eFileMyForms, select the filer from the dropdown list.
   • If your filer is not in the list, or if you have multiple filers in your import file, select Read From Import File. Your import file must include filer information in this case.
5. Prepare your import file using one of the following options:

   • Download a sample template: Click Sample Import Files to download a template with form data columns only. If you selected a filer in the previous step, use this template to import your filer data for each form along with the form data. Click Sample Import Files with both the Filer and Form data if you selected Read From Import File.

   • Use your own Excel file: Make sure your file has column headers in the first row. Each column header represents a field category such as recipient name or TIN. Each row after the first row represents one form. Rows with no information are ignored during import.

   

   Tip:

   The sample templates include a second tab with a key that describes each field, including character limits and links to detailed field documentation. Required fields are highlighted in red in the template.

6. Fill in your import file with recipient and form data.

   For individual recipients, enter both first name and last name. For companies, enter only the company name in the last name field.

7. Click Choose File and select your Excel file.
8. Click Submit.
   The Map Form page opens, displaying your column headers on the left and the form fields on the right.
9. Map your Excel column headers to the form fields.
   • If you used an eFileMyForms sample template, click Auto Map. The system automatically maps your headers to the correct form fields.
   • If you used your own column headers, drag and drop each header from the list to the corresponding field on the form (highlighted in blue). You can also try Auto Map if your headers closely match the standard format.
   

   Note:

   Always review your mapped fields to make sure the data is matched correctly, especially when using Auto Map with custom headers.

10. When you finish mapping, click Submit.