We added the Bulk Upload feature, so you don’t have to input information for each recipient or employee if you’ve got a whole bunch of ‘em. Instead, just upload an Excel spreadsheet (or use ours!) of your recipients’ information, then check to make sure everything transferred correctly before transmitting all of your forms. It’s so easy, we’ll break it down for you:
First Things First
Create or log into your account from www.ExpressIRSForms.com. On your Dashboard, you’ll see an orange button that says Start New Form. Click this. Pro tip: If you’ve filed with us before and have multiple payers, make sure to select the appropriate payer on the left side of the screen before starting your forms.
From the handy dandy pop-up, select which forms you need to file (1099, W-2, or ACA). You’ll then either enter your payer information, or verify the information is correct if you’re filing for a payer already in your account. When you hit Continue, you’ll see this:
Select the Bulk Upload option, and we’re on our way!
Here Comes the Upload
Once you select Bulk Upload, you’ll be asked to choose if you want to upload your own Excel spreadsheet…
Or use ours. Let’s pretend you’re going to use ours:
Well, okay, it’s not that magical. But for someone who isn’t super knowledgeable about how computers work (like me), it’s pretty darn close.
And Now for the Previews
Next, you’ll need to make sure all of the data is mapped correctly. If you used our Bulk Upload document, you shouldn’t have to do anything. But if you used your own, you may need to move and adjust where each value is supposed to go on the form.
Once everything is in its proper place, you can preview your forms by clicking to the next step:
In this example, I was pretending to e-file 1099 forms, but the Bulk Upload feature works the same for any form you need to file with ExpressIRSForms. The only difference between uploading 1099s, W-2s, or ACA forms is the information required in your spreadsheet.
If you have any questions about the e-filing process or need help with the Bulk Upload feature, don’t hesitate to contact our customer support team. We’re available by phone (704-839-2270) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST, and by email 24/7 at firstname.lastname@example.org.