1
Download and complete a file
Start with the CSV or Excel layout for the form and tax year you need. Enter payer, recipient and amount information.
The complete process
From CSV or Excel to recipient copies and IRIS upload files.
Use one repeatable workflow to prepare, validate, print and export the filing data while keeping the source file on your own computer.
2
Import and find errors
The software checks for incomplete data and formatting problems. Review the validation report.
3
Correct and re-import
Clear the imported data, fix the source file and import it again until no errors remain.
4
Print paper or PDF
Produce masked Copy B output with the mailing address on one side and the form and instructions on the other.
5
Create 250-record CSV files
The software splits large filings automatically. A 1,000-recipient filing creates four files.
6
Upload to IRIS
Use your credentials or book a separate $399 assisted filing appointment.
Why the validation loop matters
Correct one source file instead of repairing records one at a time.
When the software finds an error, the cleanest approach is to update the CSV or Excel file that will remain your working source. This reduces inconsistencies between the spreadsheet, printed recipient copies and the files uploaded to IRIS.
- ✓Missing required fields are easier to locate
- ✓Corrections stay in the source file
- ✓Printed and electronic records come from the same data
- ✓You can repeat the process whenever information changes
ImportRead the file
→
ReviewSee errors
→
CorrectUpdate file
Repeat until the validation report is clean, then print and export.
See the file layouts before you buy.
Download safe demonstration CSV and Excel files with intentionally invalid sample TINs.