Upload Multiple Tax Forms with ExpressIRSForms!

Ready or not, the 2016 tax filing season is nearly upon us!

Here at ExpressIRSForms, we want to do everything we can to make sure your e-filing is as simple and smooth as possible. That’s why we’ve built up our program with a ton of features that ensure your filing is done faster and easier than ever before.

And one of those awesome features is one of our most classic: the bulk upload.

Now, we’ve had the option to bulk upload for as long as ExpressIRSForms has been around and then some; it was one of our cutting edge features when we first launched in late 2012 as ExpressTaxFilings. With bulk upload, you can upload all of your information for whichever form you’re filing - 1099, W-2, ACA Forms, whatever! - all at once using our Excel spreadsheet or one of your own! Then, once your information is input into your account, you just review that all the names and numbers went in the correct boxes and e-file.

Seems simple enough because it is! And this year, we’ve even updated our bulk upload to include Xero® and QuickBooks® integration! So now, if you use either Xero® or QuickBooks® to handle your 1099 information, you can easily integrate your data to e-file your forms even more quickly.

To learn more about bulk upload and our other quick filing features, check out our website! You can also contact our stellar customer support team with any e-filing or ExpressIRSForms questions you may have. We’re available by phone (704-684-4751) and live chat Monday through Friday, 9:00 a.m. to 6:00 p.m. EST and we offer 24/7 assistance through support@ExpressIRSForms.

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Bulk Upload 1099-MISC Forms and More with ExpressIRSForms

At ExpressIRSForms, we’ve made it our business to make sure your information return e-filing is as simple, fast, and efficient as possible. That’s why our program is chock-full of features to ensure your data’s security and accuracy.

Today, the feature spotlight’s on our bulk upload feature!

Bulk Upload
We’ve talked a bit about our bulk upload before, but have you tried it yet?? We provide the Excel template, you input the data and upload it to your ExpressIRSForms account, and voila! Your data’s in the necessary boxes on Form 1099-MISC, ready to e-file after your review and approval.

Smart Upload
Smart Upload is a fun new twist on our bulk upload feature. Rather than use our Excel spreadsheet, you can upload one of your own to skip a few steps in the download/upload process. Then, just like with our original bulk upload, your data is automatically uploaded into 1099-MISC Forms for your review before you e-file.

ExpressIRSForms is Here to Help
Stay tuned with ExpressIRSForms to learn more about the features we have in place to help make sure your e-filing is easier than ever! And in the meantime, if you have any questions, don’t hesitate to contact our friendly customer support team! We’re available by live chat and phone (704-684-4751) Monday through Friday, 9:00 a.m. to 6:00 p.m. and provide 24/7 email support through support@ExpressIRSForms.com.

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ExpressIRSForms Features: Express Import

Unless you were born a middle-aged accountant, complete with bowtie, taxes might not be your favorite thing in the world. The numbers, regulations, and deadlines can be overwhelming. But taxes, like regular hygiene, need to get done.

Don’t stress out: your taxes will get done with the help of ExpressIRSForms. With our step by step instructions, you’ll have your IRS tax forms correctly filled out and submitted in a matter of minutes.

Get started with our quick import feature for ACA Forms 1095-C and 1095-B.
First, determine whether you need form 1095-C or 1095-B.

Form 1095-C is given out from large employers to employees if the company has 50 or more employees. The form is given to full-time employees who work more than 30 hours a week and are enrolled in the company’s insurance policy.

Form 1095-B is given to employees that work full time at smaller companies with less than 50 employees. You will also get a 1095-B form if you have your own insurance directly from an insurance company, not through your work.

Once you have determined which form you need, download our template for it. The templates are clearly organized Excel files that map out what information you need to enter about you and your employees and where.

Verify that you have your employee’s social security numbers and last names correct and begin entering in their information.

Enter information about your employees including their personal details, the offer of coverage, and covered individuals. Don’t change the format or headers. Also, make sure there are no blank rows between the rows of your employee’s information.

We make it almost impossible to enter information incorrectly because we have examples of how everything should be entered on our site. For example, a phone number can be listed as xxx-xxx-xxxx or xxxxxxx.

If the employee is covered for all 12 months of the year, enter their coverage code with each corresponding month, otherwise only enter the code with their applicable months. You can also enter information about your employees if they’re self-covered.

If you’re an insurer with Form 1095-B, you’ll enter details about the business offering coverage to employees and fill out the corresponding information about insurers or employers.

Once you entered everyone’s information, upload the file. As the file is uploaded, it’s scanned for errors and points out where fields are missed and where information is misspelled or incorrect. Errors, if any, will be listed under ‘view errors’ with a brief explanation of why the error is incorrect. You’ll be able to quickly fix them and upload your file again.

As the file uploads, it will also count the number of employees so you can see how many of your employees were successfully imported and if any were skipped. Don’t worry if a few employees are missing, simply add them to your form and reupload it.

When every employee is listed and there are no errors on your form then it’s time to celebrate, because you can submit your forms directly to the IRS!

Need a little more help?
We are here for you, every step of the way with our amazing support team. We will answer your calls Monday through Friday from 9 a.m. to 6 p.m. EST and provide 24/7 email support. You can also chat with us online in English and Spanish! We will answer any and every question that you have to make filing your taxes a quick and easy process.

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Got A Lot of ACA Forms to Send Out? Bulk Upload to File in Minutes!

ExpressIRSForms has always worked to make e-filing your information returns with the IRS as easy and hassle-free as possible. That’s why we introduced the Bulk Upload feature with one of our first releases, allowing users to seamlessly upload information and create 1099 or W-2 forms.

Now that you can e-file ACA Forms 1094 and 1095 with ExpressIRSForms, the Bulk Upload feature has been tuned up to include these forms as well!

After you start to e-file ACA Forms 1095-B or 1095-C, you’re asked if you want to enter your employee/recipient information individually or all at once. If you opt for all at once, you’re taken to a screen where you can download our ACA Bulk Upload Excel Template to use or upload one of your own.

Once you upload that template, your ACA forms are completed, without you re-entering all the information you already have into little boxes on a computer screen for (what would at least seem like) hours.

And soon, you’ll even be able to use our Bulk Upload option with file formats other than Excel! We’re working now to add the option to upload already completed ACA PDFs for filers who have their forms but no way to e-file them.

Ready to start e-filing? Log into your ExpressIRSForms account to e-file your ACA forms with the IRS today! If you need help getting started, you can give us a call at (704) 684-4751 during our office hours, which are Monday through Friday, 9:00 a.m. to 6:00 p.m. EDT, or send us an email anytime at support@ExpressIRSForms.com.




Looking for something a little less hands-on? Check out ExpressACAForms, our full-service ACA e-filing option.

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ExpressIRSForms E-filing Features: Bulk Upload

When you e-file with ExpressIRSForms, you have access to a few bonus features designed to make your 1099, W-2, and ACA filings the easiest they’ve ever been. Of these functions, the Bulk Upload option is great if you’re one of our high volume filers.

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:

Step 1 is to download the blank Excel document. Transfer the information needed for your recipients into this document, then make sure to save it. Next, upload your newly saved Excel document by clicking Choose File under Step 3. Press the magical, orange Upload button, and ALAKAZAM! Your information will appear in your account all at once.

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:

Use the blue arrows (seen circled in green) to scroll through your forms to make sure all your ducks are in a row, then click Continue to Import. You’ll then see this nifty little screen:

Double check to make sure everything imported correctly. In other words, make sure the first two numbers match (and match the number of forms you need to file) and the last number is zero. From there, click Go to Summary, where you’ll see a summary of your order. Once you’re satisfied with your filing, you can pay and transmit your forms to the IRS. No heavy lifting required.

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 support@expressirsforms.com.

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