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Get started with Tax Information Reporting.
This guide walks you through the complete workflow for filing tax forms with Tax Information Reporting, from your initial login to transmitting forms to the IRS.
We've broken down the filing process into six key steps. Each step gives you an overview of what you need to do and includes links to detailed how-to articles that will guide you through the specific tasks. Whether you're new to Tax Information Reporting or just need a refresher on the overall process, this article serves as your roadmap for successful form filing.
Follow the steps in order for your first filing cycle, or jump directly to the step you need if you're already familiar with the workflow.
Watch a demo
Basic navigation
Finding and interacting with recipient's forms
Printing forms
Transmitting to the IRS
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1. Log in and select your environment
After you log in, make sure you're working in the correct environment and tax year. Tax Information Reporting allows you to work in different environments (production or test) and supports multiple tax years, so it's important to verify you're in the right place before you start importing or editing data.
2. Add data
Get your payer, recipient, and form data into the system. You can import data in bulk using file uploads, which is the fastest method for processing large volumes of forms. If you need to add or update individual records, you can also manually add, view, and edit payers, recipients, and forms on their respective pages.
3. Review and fix errors
After importing your data, Tax Information Reporting automatically validates it against IRS requirements. The All Errors page shows you any validation issues that need to be corrected before you can file. Fixing these errors now prevents rejected transmittals later and ensures your forms meet IRS specifications.
4. Review bulk TIN matching results (optional)
If you submitted your data to the IRS Bulk TIN Matching program to verify taxpayer identification numbers before filing, you can review the results directly in Tax Information Reporting. The Identity Management page helps you identify and fix any name and TIN mismatches, which reduces the likelihood of B-notices from the IRS after you file.
5. Print forms
Once your data looks accurate, you're ready to generate the actual tax forms. Tax Information Reporting creates print-ready copies that you'll mail or distribute to your recipients. Make sure to review a sample before printing your full batch to confirm everything looks correct.
6. Transmit forms to the IRS
The final step is to electronically submit your forms to the IRS through Tax Information Reporting. After a successful transmittal, you'll receive confirmation from the IRS, and your filing obligation is complete.