HELP

Importing

Copy Excel Data:
Open the Excel template containing the recipient data.
Select all the data including the headers down to the last recipient line.
Right-click and select Copy (or press Ctrl+C on the keyboard).
Open the Paste Import Window:
Open the 1099 Express program and select the File menu.
Select Paste from Excel from the dropdown.
Paste Data:
Click inside the text box in the Import dialog window to right-click and Paste (or press Ctrl+V).
Import and Verify:
Click the blue Import button below the text field.
When the window appears stating "Import completed!", click OK.
Validate Imported Records:
Above the grid, click the blue Verify All button on the top of the page to validate the newly imported recipient forms.
Once the processing bar reaches 100%, click Close to view your verified forms.
Be sure to review recipient information for accuracy.

Select File menu and click Import from Excel from the dropdown.
In the Import dialog window, click the blue Browse Files button (or drag and drop your file into the designated area).
Locate and select an Excel template file from the File Explorer, then click Open.
After selecting a file, click the blue Upload button at the bottom of the window.
Once processing finishes, click the blue Verify All button at the top of the grid to validate the newly imported records.
Click Close after processing is complete.
Be sure to review recipient information for accuracy.

Select File menu and click Import from Excel from the dropdown.
Drag and drop the .SRC (NEC & MISC)file into the Import dialog window and click upload.
Once processing finishes and closes, click the blue Verify All button at the top of the grid to validate the newly imported records.
Click Close or Print after validation is complete.
Be sure to review recipient information for accuracy.