Importing A File
In an effort to assist our customers who have numerous payees to enter, we have included an importing option with our new platform. The process requires the use of our provided templates.
Each form type has a separate template for importing purposes. Within each of those templates, the headers correspond with the associated form type. It is important that the headers are spelled exactly as they are reflected in each template.
Download the template(s) for the form type(s) needed:
1099 – NEC 1099 – MISC W-2 W-2C 1099 – DIV 1099 – INT 1098 – MORT 1099 – R 1099 – S
Once a template is downloaded, it can be edited to contain Recipients’ information. This spreadsheet can be used for the ‘Import Files’ function and for personal record keeping.
- For instructions on how to Import a File, please see below:
- Log into your Wagefiling account and select + New File.
- Select the desired form type and Issuer (Company)
- The new file will be located in New Files/Unpaid page.
- Locate the new file created and click the Data Entry button.
- Once on the Display Data page, click the Import files button located towards the upper left portion of the screen. The screen will display an image like the one below.
- Once this is complete, locate your template file, highlight all the data including the headers and right-click, copy.
- Right-click, paste in the white portion of the import files data field. The data from your spreadsheet should appear in the white space on the screen.
- Click the Import button.
** An error icon will appear if there is a problem with the data imported. The portion that contains the error will be highlighted. Locate that portion of the entry in the space above to make corrections. **
- After correcting all errors, click Import again.
- The data should be listed in the file at this point. However, it will say Invalid to the right of each name. Click the Validate All button. Our system will quickly evaluate the form for validation.
*Please note: Validation does not mean all the data is completely accurate. The User is responsible for entering the data correctly.
- Double check the information for each recipient prior to checking out. All recipient Data can be check by selecting the Edit button to the far right of the recipient’s name.
For video example, please refer below:
