Free IRIS CSV templates
Download sample templates and understand field layouts.
Template library →Prepare your information return data and obtain help with IRS Information Returns Intake System (IRIS) filing. ERICH offers a file-transmission service for eligible files up to 1,000 records.
$200 per file for up to 1,000 records. For more than 1,000 records, call for a quote. File review and acceptance criteria are confirmed before engagement.
Request filing assistanceIRIS handles information returns such as Forms 1099 and 1042-S. MeF supports other tax return types such as Forms 1042 and 709. Do not use the same format for both systems.
Have form type, tax year, payer details, recipients, applicable amounts and correction status ready. For portal CSV uploads, follow the official tax-year template layout.
The $200 service applies to a single accepted filing file with up to 1,000 records; larger files require a quote. Correction handling, additional submissions and special validations are confirmed separately.
Download sample templates and understand field layouts.
Template library →Check spreadsheet headers and common preparation issues.
Check a file →Find specialized IRS information return preparation pages.
8027 software →Tell us the form type, filing year, approximate number of records, and whether this is an original or corrected return. Avoid emailing confidential recipient data until a secure transfer method is arranged.
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