Import multiple payers, recipients, and forms in a single Excel file to make the data available for printing and transmitting.

1. Go to Payers, Recipients, or Forms on the side menu and click Import.
2. Select to Use a template.
3. Select the type of data you want to import: payers, recipients, or forms.
   Select the data type that matches the import template you are using.
   1. If you select forms, you must also select a form type.
      You can only import one form type at a time.
   2. If you are importing recipients or forms, select how you want your data to be grouped in the Advanced import options section.
4. Click Next.
5. Upload your import file, then click Next.
   • To upload an import file from your computer, drag the file into the box or click Browse to select it.
   • To select an import file that was previously uploaded on the File Manager page, click Select an existing file and choose it from the list.
6. Preview your data: Click the tabs to preview different data types.
   The preview shows up to ten rows of your data.

   Note: If the columns headers do not match the data, check your import template file. If you need to edit the file, click Back to return to the Upload file step and re-upload the file.
7. Click Import.
   Important: Make sure the import button shows the correct environment and tax year.

   
8. If you are importing certain form types, a bulk TIN matching pop-up appears.
   • Click Yes if you want to submit the data you are importing to the IRS Bulk TIN Matching program.
   • Click No if you do not want to submit them. Your data will still be imported.
   Read more about bulk TIN matching.