Free IRIS setup checker

Are you ready to upload through the IRS IRIS Taxpayer Portal?

Use this practical checklist to identify setup items that still need attention before the filing session.

IRIS readiness checklist

I can sign in with ID.me.Your individual sign-in is separate from the business IRIS TCC. My organization has an approved 5-digit IRIS TCC.The TCC identifies the business in IRIS. I confirmed my form and tax year are supported in the current IRIS processing year. My CSV follows the current form template / formatting guidelines. My CSV batch size matches the current IRIS portal guidance for this filing workflow. I reviewed the final CSV for structural and data-entry errors.

IRS TCC Application Free CSV Validator

For current portal and TCC requirements, see the IRS IRIS page and IRIS TCC application.

Free tool → complete workflow

Move from a free check to the complete 1099ERICH workflow.

The free tools help diagnose individual filing problems. 1099ERICH is the $299 Windows desktop workflow for importing CSV or Excel data, validating records, printing recipient copies, and creating IRIS-ready CSV files.

Windows desktopCSV + Excel importRecipient copiesIRIS-ready CSV$299

See 1099ERICH Software Purchase Details — $299 Compare pricing →