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How to Import 1099 Data from Adams Tax Forms Helper

W2 Mate® provides users with the ability to import 1099 Data. We support a number of ways to import 1099 data tax form data including from Adams Tax Forms Helper. You will export 1099-MISC from the TFH Exporter inside Adams Tax Forms Helper. W2 Mate® will import the CSV file that you have exported and saved. Easily map the file using the built-in CSV importing utility inside W2 Mate® software. This tutorial is devoted specifically to Adams Tax Forms Helper 1099 importing.

Step by Step Instructions

Note: In order to use this feature you must purchase and enable W2 Mate Option #3 to Import

Note: You will need to export your data from Adams Tax Forms Helper to a CSV (Comma Separated Value) spreadsheet (per company), then import the CSV data into W2 Mate. Each company will need to be created and imported separately.

To export your data from Adams Tax Forms Helper:

1. Click "File" from the top menu

2. Select "Export"

3. Select "Comma Separated Values Export Utility"

4. TFH Exporter will open. Select "1099-MISC"

5. Click "Export"

6. Select location to save exported file

7. Select CSV as Save as type and Click "Save"

8. Click "OK"

Tax Forms Helper combines all the companies into the same file. If you have multiple companies, you can use the W2 Mate Spreadsheet Splitter to separate each company into a new CSV file.

Open the W2 Mate Spreadsheet Splitter

9. Select "Tax Forms Helper" from drop down menu

10. Click "Browse" to select the CSV file created from Tax Forms Helper

11. Click "Output Folder" to select the location to save the new CSV files

12. Select the companies from the list

13. Click "Export"

You are now ready to import your 1099 data into W2 Mate.

Data will need to be imported one company at a time

Open W2 Mate

Make sure you have the correct company open inside W2 Mate

14. Click "Import Data" from the top menu bar

15. Select "1099-MISC Forms (CSV-Excel)"

This will open the Import 1099-MISC wizard

16. Click "Browse" to select the correct CSV file to import

17. Select the CSV file created by W2 Mate Spreadsheet Splitter

18. Map each field

39. Click "Import"

40. Click "OK"

41. Click "Close"

Import 1099 Data from Adams Tax Forms Helper into W2 Mate®

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