Import templates
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.
| Payer, Recipient, or Form Type | Tax Year 2024 Status | Import Template Link |
|---|---|---|
| Payer | Available | Payer import template |
| Recipient | Available | Recipient import template |
| 1042-S | Available | 1042-S import template |
| 1042-S Recipient | Available | 1042-S Recipient import template |
| 1098 | Available | 1098 import template |
| 1099-B | Available | 1099-B import template |
| 1099-DIV | Available | 1099-DIV import template |
| 1099-INT | Available | 1099-INT import template |
| 1099-K | Available | 1099-K import template |
| 1099-NEC | Available | 1099-NEC import template |
| Payer, Recipient, and 1099-NEC | Available | Payer, Recipient, and 1099-NEC import template |
| 1099-MISC | Available | 1099-MISC import template |
| Payer, Recipient, and 1099-MISC | Available | Payer, Recipient, and 1099-MISC import template |
| 1099-R | Available | 1099-R import template |
| 1099-S | Available | 1099-S import template |
| 3921 | Available | 3921 import template |
| 3922 | Available | 3922 import template |
| W-2G | Available | W-2G import template |