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Importing 1099 Forms for New Recipients

Last Updated:
December 7, 2018

1. Importing New Tax Forms For New Recipients

If you do not have recipients in Payable, you can create them along with their Box information in the same import file.  The fields are identical to those supported in the Team import. Let’s look at a minimalist example to illustrate this:

A company has 5 vendors that are not in Payable, and each will be receiving a 1099-MISC with Box 7 values.  The minimum information required to create a recipient in Payable is their name, and we highly recommend an email so you can invite them to complete their legal information and select form delivery preference. To create an import file for this scenario, our import would look like this:

Import Example

This file would be interpreted as creating 5 recipients in Payable, and creating 5 1099-MISC forms with Box 7 values for each one. Optionally, you can provide your own ID for these recipients if you have a unique one in your own system. This can be useful for referencing the recipient in Payable for other purposes, such as updating their information through the Team import, or creating work entries in the Work import. Simply add the External Worker Id column to achieve this:

Import Example

This file would be interpreted as creating 5 recipients and associating them with IDs provided, and creating 1099 MISC forms with Box 7 values for each one.

A more complete set of data can also be provided. The following fields are supported:

Minimal data to create a recipient

  • Display Name OR First Name & Last Name
  • Email (Optional)

Legal information (All columns required if one is present)

  • Business Name (if not an individual)
  • Business Type (Individual, Sole Proprietorship, LLC - Single Member, LLC - C Corp Tax Class, LLC - S Corp Tax Class, LLC - Partnership Tax Class, C Corporation, S Corporation, Partnership, Non-Profit)
  • SSN
  • EIN

Address fields (All columns required if one is present)

  • Address Line 1
  • Address Line 2
  • City
  • State
  • Zip
  • Country

More details on the requirements for each of these fields can be reviewed here.  Let’s continue looking at the different import scenarios, so you can find which one is applicable to you.

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