1099 Software Video - Importing Recipient Information



Video Information

This video details how to Import Recipient information into the E-File Magic 1099 Software.

Transcript:

Hello and welcome to this video on importing recipients into the E-File Magic Software. Once you downloaded and installed the E-File Magic Software simply start by double clicking on the E-File Magic icon on your desktop. This will load the E-File Magic Software. Provided that you created a Company/Filer to import recipients into, you may now import recipients. Select import recipients under the system section of of the application this will load the import recipients screen. Today we're going to be importing one thousand recipients utilizing a Microsoft Excel File. To start, click-on the select file button off to the right and navigate to the location of the file and click on save. This will load all of the headers that are found within your Microsoft Excel File into the file field section of the system. In the system field section of the system will be loaded all the fields that are relevant to the form type that you selected. You can also navigate the sheets that are found within the Microsoft Excel File by clicking on the appropriate sheet, in this case all of our data is in sheet one. And today we're going to be importing records into the 1099-MISC Form. We'll select 1099-MISC you'll notice the system fields have changed. Now I'm going to go ahead and map the system fields to the fields that were found within the import document so I'm going to select recipient Tax ID and join it to Tax ID in the final field, recipient firstname and lastname, recipient name, additional name to additional name, street address to street address, city to city, state to state, zip code to zip code, account number to account number, and I'm going to go ahead and indicate that the amount 1 field within my test import file relates to box number seven which is non-employee compensation click on join, review my mapping. Once I'm satisfied I'm going to go ahead and click on import data. This will indicate the software is about ready to import the information found in the Excel Template it will erase any information that's found in the current company so be certain that you intend to overwrite any information that already exists within the company. Go ahead and click on yes when you're ready you'll notice that the import recipients ticker in the lower left hand side of the screen is now importing. Thus far we've processed four hundred recipients, in a few moments it will be finished with the rest of the recipients in the file. And now this import is complete. Go ahead and click on ok. At this point you can navigate to manage recipients and you'll notice that the system is loading. The recipients that were found within the imported file and now we have a thousand recipients within the E-File Magic Application. You can preview or print any one of these forms by clicking on the appropriate item within the identify recipients search grid and clicking on print recipients. In a later demo we'll review full printing from E-File Magic and optional printing services that the E-File Magic Processing Bureau can provide to you to help for the simplify your year end reporting requirements. This concludes our video on importing recipients on importing recipients into the E-File Magic Software.

Filing with E-File Magic is as easy as 1-2-3!

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1099-Software Features Include:

  • Print forms to blank paper!
  • No software licensing fees for using our software. You pay only for the services we provide!
  • Database level encryption support: Protect your sensitive recipient information using the Department of Defense approved AES256 algorithm!
  • Support for ALL 1097-BTC, 1098, 1099, 5498, 3921, 3922, and W-2G forms
  • Print and Mail Services Available
  • IRS Copy A and 1096 Not Required
  • Requires E-Filing with Our Service Bureau
  • No need to apply for TCC number using our system
  • Import E-File Magic 2010 Recipients to avoid reentry!
  • Multi-User support for operating in an Active Directory or workgroup environment.
  • Supports filing years 2007, 2008, 2009, 2010 & 2011
  • Printable forms support industry standard double windowed number 9 and 10 envelopes.
  • High quality printable forms, covering all copies B, C, D, 1, and 2 where applicable
  • Simplified correction process for processing IRS corrections
  • Personalize printable forms using your companies logo.
  • Misc. data fields allow you to customize messages, financial breakdowns, payment history information, etc to be printed on your recipient forms
  • Preview your forms before you print them
  • CPA Friendly: Unlimited Companies/Filers
  • XP, Vista and Windows 7 Compatible
  • Built-In Help System
  • Built-In Form validation module to help you avoid common mistakes
  • Built-In reporting for generating form totals, recipient lists, and mailing labels
  • Requires E-Filing services to be purchased from and provided by E-File Magic. Visit our price quote page for more information.
  • Seamless client server order transmission process; transmit your order in seconds!


Supported Software Forms

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