How to import recipients from Excel

Importing Recipient from Excel:

Note: If you used another program other then TFP/TaxRight/LaserLink/ACA, you will Export your data from your accounting/software program into an MS Excel spreadsheet and then Copy & Paste the information into our Excel template that you get from our software and this will be the Excel template you use to import. 

Error during importing see below: 

1) Select Payers & Recipients from the menu bar then select Manage Payers & Recipients.

2) Add New Payer or Select the Payer 

3) Click Import Recipients 

4)  From the drop down Select Import Template next Click Get Template 

5)  File name you can rename or keep template name (Ex: XYZ Company, name of template), and choose the location to save your file (it is highly recommended to save your file to your desktop to make it easy to locate). Click Save.

Note: It is recommended to save the file to your desktop so it is easy to locate when you are ready to import the file.

 7)   Minimize the software program screen.

 8)   Locate and open the Excel template you saved in step 5.

 9)   Enter your recipients’ data into the appropriate fields in the file.

10)  Save and close the Excel file when finished entering the data.

11)  Maximize the software program screen.

12)  On the Import Recipients screen "Select Import Template": (drop down box) and enter the # of records (recipients) you are importing.

13)  Click Import.

14)  Click Add or Overwrite for the recipient data you are importing. 

Note: 

• Add means you want to add more recipients to the existing recipients for the selected payer. 
• Overwrite means the current recipient list for the payer selected will be overwritten with the new recipients in the import (meaning it will delete all current recipients in your software for that specific payer). If a recipient existed, it cannot update everything because that recipient may have other tax forms created with a different name. You can delete the recipient under the Payer and than import

• In Import:
  1.    if a recipient is existed, it will update based on that recipient's record
  2.    if a recipient is not existed, it will create new record for that recipient

  Example:.
  XYZ Company created 2 records of my SSN
  one is for contractor, another is for employee

15)  Locate the template you saved earlier with your recipient data and click Open.

16) Your software will now import the data from the Excel file and when completed a message on the import screen will appear reading:  “Ex: Recipient List Imported or 1099-MISC Imported.”

Note: You can check to make sure all your recipients were imported by looking at the recipient list under the payer/company selected in the Manage Payers & Recipients screen.

Import Errors and How to Troubleshoot:

• If the Excel Template is giving you an error when you are trying to delete information that you have inputted (The Error should state Read Only).
  • This is due to the fact that the formatting of the excel template has been modified. Please follow the steps below
  • Follow the instructions in the link below to grab a new template:
  • Importing Forms from Excel
  • Highlight all the information on the old template and copy
  • On the New Template go to the cell at A10 and right click
  • Use the option under Paste -> Values to copy just the data (not the formatting) to the New Template
• Check List - Error While Importing Data from Excel Template to our Software
  • Ensure that all formatting regulations are followed.
    • Format information can be seen on the notes if you select the column header on row 2 (yellow box will populate with the info)
  • Make sure that there is no rogue information inside boxes that is supposed to be blank.
    • Rule of thumb is to right click on the area that is supposed to be blank and use the clear content option
    • Check that there is no spaces after your data this will cause the forms not to import!

Google Docs is not supported: Error message

• Unhandled exception has occurred in your application. If you click continue, the application will ignore this error and attempt to continue. click Quit, the application will close immediately. The path is not of a legal form."
• Please get the template and try again"