About adding data
Find out the different ways you can add your data into the software.
To print and transmit forms, you must first add your data into the software. There are multiple ways to add your data:
-
Import multiple payers, recipients, and forms in a single file with a Sovos Excel template, a custom Excel file, or a Text file in the IRS 1220 format.
-
Manually add records one at a time.
Important: You can import payers, recipients, and forms all in one file. If you use a separate file for forms, or are manually adding data, import or manually add payer and recipient data first. Each form needs to be linked to a payer and a recipient, so their information must be in the system before you import or manually add the forms.