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Importing Your Tax Forms Into Payable

Last Updated:
December 7, 2018

Payable makes it easy to import your data in multiple ways to produce the most accurate filings. Forms 1099-MISC and 1099-K can be imported directly for your review, e-filing, and delivery directly from the Taxes page in Payable:

Import from CSV

1099 Tax Form Imports CSVs

Here you can find sample CSV files with all the supported headers for 1099-MISC and 1099-K forms:

Payable 1099-MISC Form Sample CSV
Payable 1099-K Form Sample CSV

For details about the headers included on these sample files review Setting Up A 1099-MISC & 1099-K Full Form Import. 

Before Importing Your Tax Forms

Make sure to complete your Tax Forms Setup for a particular year from the Taxes page. You will be providing the bulk of the necessary Filer information such as your company name, EIN, address and phone number.  Once this is done, the "Import From CSV" button will be enabled at the bottom of the Taxes page.  It is important to note that the Tax Year selected in the drop-down applies to the import, so be sure to be in the correct Tax Year.

Recipient information can be provided through the Team Import, the API, or entered manually in the App. Optionally, recipient information can be provided as part of a “Full” tax form import if you haven’t already created team members through other means. After new recipients are created, you will be given the opportunity to invite them to Payable. Recipients will have the ability to fill in any missing legal information (address, SSN, legal name) and opt into e-delivery of their forms.

Finally, Box data (the amounts you report as earnings) is provided by your Tax Form import data. This requires you to ensure that all transaction amounts are properly summed and allocated in the appropriate boxes.

Important Guidelines About Imports

  1. Make sure to use the exact field names as columns in your import file.
  2. Leverage a spreadsheet application to ensure all your data is lining up, then export to CSV.
  3. Your data will always be validated before being committed - it’s ok if you don’t get everything right the first time.
  4. If you are getting errors during validation Payable tries to give you the line number and column where Payable found the problem - see the detailed documentation about each field to determine why your inputs were rejected.
  5. Unless you specify Identifiers for Recipients and/or Tax Forms, the import processing will assume you are creating recipients and tax forms. If your intent is to reference or update existing recipients and Tax Forms, ensure you have the correct identifiers in place.
  6. Make sure you are selecting the Form Type for the data you are going to provide.  If you are not sure what Form you need to use, consult with your Accountant or Tax Advisor or even better invite your accountant to Payable.
  7. To update filed forms, you need to go through the corrections action. More information on that process below.

Why would you import your tax data?

CSV imports are available for customers who execute their payments on other platforms, or have to catch up on payments made before joining Payable or Stripe, or make any other Tax Forms updates. In this section, we’ll go over four different scenarios:

  1. Importing New Tax Forms for New Recipients
  2. Importing New Tax Forms for Existing Recipients
  3. Updating Existing Tax Forms (Unfiled Forms)
  4. Correcting Existing Tax Forms (E-filed Forms)

1. Importing New Tax Forms For New Recipients

2. Importing New Tax Forms For Existing Recipients

3. Updating Existing Tax Forms (Unfiled Forms)

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

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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