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Correcting Existing Tax Forms (E-filed Forms)

Last Updated:
December 7, 2018

4. Correcting Existing Tax Forms (E-filed Forms)

Filed forms that need adjustments must be handled through a correction process. This ensures that both recipients and the IRS are given the updated forms. Correcting forms in the UI one at a time is easy if you have just a few corrections to make, however when you have a large number of forms to correct, it may be easier to handle through the import process.

The first step is to export the filed forms you want to correct, export your forms to CSV, then work with the ones that need adjustments in your spreadsheet of choice. Corrections can be made to box values as well as the recipient data such as address, name, SSN etc.. Ensure that you are providing the Payable Worker Id and the Payable Tax Form Id (supplied from the export data) in each row. If you want to "zero out" particular box values, be sure to include those columns. Including a column implies that you intend for it to be updated, otherwise the original values will remain in place.

Once you have everything corrected, you can now import the forms again, but this time select Corrections in the Import Action choice. When successful, this process will set the current forms into a state of "Correction Pending", and create new forms that will correct them.

It is important to note that you're not done yet - after the corrections are created, there's still the matter of e-filing and delivering them. Ensure that the data is corrected properly, that you have resolved the validation warnings, and then e-file and deliver the forms. The recipients will get their corrected copies, and the IRS will get updated copies as well.

What's next? 

See the next part of the process for:

- Setting Up A 1099-MISC & 1099-K Full Form Import 

- Importing Your Tax Forms CSV File into Payable

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