If you're managing 1099 filings for dozens or hundreds of contractors, manual data entry isn't just slow — it's a recipe for errors. Here's how to use bulk filing tools to make the process fast and accurate.
The Core Approach: Prepare Your Data First
The most time-consuming part of bulk filing is data preparation, not submission. Before touching any filing software:
- Pull your vendor payment report from your accounting software
- Filter to vendors who received $600 or more in the calendar year
- Confirm you have a W-9 on file for each vendor
Using CSV Import in 1099ly
1099ly supports CSV and Excel import for bulk recipient data. Here's how to structure your import file:
- Column A: Recipient Name
- Column B: TIN (SSN or EIN)
- Column C: Address, City, State, ZIP
- Column D: Box 1 Amount (Nonemployee Compensation)
Download our template from the import screen for the exact format. The system will map your columns and flag any formatting issues before processing.
TIN Matching Before You File
Before transmitting, run TIN matching on your entire recipient list. This IRS service validates that the name and tax ID on your forms match IRS records. Mismatches mean B-Notices and potential backup withholding requirements — it's worth the extra step.
Reviewing Before Submission
- Round-number amounts (may indicate estimated figures)
- Recipients with unusually high or low amounts vs. prior year
- Missing state information if you file with states
Once satisfied, submit in a single click. 1099ly transmits the entire batch and provides a confirmation code for each accepted form.