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Learn how to use the import templates to add payer, recipient, and form data.
Each import template has three tabs:
- Template
- Enter your data in the appropriate columns or use the template as a guide to format the data in your own Excel file.
- Example
- Example of a filled-out template.
- Fields Explained
- Information on how to fill out and format the fields on the Template tab, including Sovos field names, descriptions, and validations.
Important: You can change the order of the columns on the Template tab, but do not rename them. If you change the column names, you will need to use the custom import workflow and create your own import map.
The following table lists all the payer, recipient, and form templates with each template linked. After adding your data to the template, follow the steps in the article on importing data with a Sovos Excel template to import it.
Tip:
Templates marked with an asterisk (*) have changes for tax year 2025. Read more about regulatory changes on our regulatory analysis blog.
| Payer, Recipient, or Form Type | Use | Tax Year 2026 Status | Import Template Link (Tax Year 2025 Version) |
|---|---|---|---|
| Payer | Import payer names, TINs, and addresses. | Not available | Payer import template |
| Recipient | Import recipient names, TINs, and addresses. | Not available | Recipient import template |
| 1099-NEC | Import form amounts. | Not available | 1099-NEC import template |
| 1099-MISC | Import form amounts. | Not available | 1099-MISC import template |
| Payer, Recipient, and 1099-NEC | Import payer and recipient names, TINs, and addresses, plus form amounts. | Not available | Payer, Recipient, and 1099-NEC import template |
| Payer, Recipient, and 1099-MISC | Import payer and recipient names, TINs, and addresses, plus form amounts. | Not available | Payer, Recipient, and 1099-MISC import template |
| 1042-S | Import form amounts. | Not available | 1042-S import template |
| 1042-S Recipient | Import 1042-S recipient names, TINs, and addresses. | Not available | 1042-S Recipient import template |
| 1098 | Import form amounts. | Not available | 1098 import template |
| 1099-B | Import form amounts. | Not available | 1099-B import template |
| 1099-DA | Import form amounts. | Not available | 1099-DA import template |
| 1099-DIV | Import form amounts. | Not available | 1099-DIV import template |
| 1099-INT | Import form amounts. | Not available | 1099-INT import template |
| 1099-K | Import form amounts. | Not available | 1099-K import template |
| 1099-R | Import form amounts. | Not available | 1099-R import template |
| 1099-S | Import form amounts. | Not available | 1099-S import template |
| 3921 | Import form amounts. | Not available | 3921 import template |
| 3922 | Import form amounts. | Not available | 3922 import template |
| W-2 | Import form amounts. | Not available | W-2 import template |
| W-2G | Import form amounts. | Not available | W-2G import template |