Wiki source code of Importing a CSV File W-2/1099
Last modified by Andrea L on 2023/12/21 19:29
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| 1 | To import one column of information at a time into the **W2/1099 Preparer **using a CSV file, use the instructions below. | ||
| 2 | |||
| 3 | * | ||
| 4 | ** Highlight the Column by selecting the column title. | ||
| 5 | ** Right-click and choose to “Import CSV File” | ||
| 6 | ** Select your saved CSV file. | ||
| 7 | |||
| 8 | Your Information will be imported into the **W2/1099 Preparer** where you can review and edit any information. | ||
| 9 | |||
| 10 | [[image:https://customer.aatrix.com/files/1416/4263/4837/importCSV.png||height="770" width="1320"]] | ||
| 11 | |||
| 12 | |||
| 13 | **//Note~://**// // | ||
| 14 | |||
| 15 | * //The CSV file should only contain two columns of information. The first column should be the Social Security Numbers of your employees and the second column should contain the information for the specific column you are importing into the W2/1099 Preparer.// | ||
| 16 | * //The CSV file can contain headers meaning that in row one you may name the columns to your liking. Headers are not required for importing CSV but we understand that can be used for convenience.// | ||
| 17 | |||
| 18 | ---- | ||
| 19 | |||
| 20 | == Related Pages: == | ||
| 21 | |||
| 22 | |||
| 23 | === [[1095-B eFiling Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.1095-B eFiling Process.WebHome]] === | ||
| 24 | |||
| 25 | ====== Learn more about the 1095-B e-Filing Process with the Aatrix ACA Preparer. ====== | ||
| 26 | |||
| 27 | |||
| 28 | === [[Covered Individual Information>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Covered Individual Information.WebHome]] === | ||
| 29 | |||
| 30 | ====== Learn about covered individuals. ====== | ||
| 31 | |||
| 32 | |||
| 33 | === [[Importing a CSV File>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Importing a CSF File.WebHome]] === | ||
| 34 | |||
| 35 | ====== Learn about importing a CSV into the ACA Preparer. ====== | ||
| 36 | |||
| 37 | |||
| 38 | === [[1095-C eFiling Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.1095-C eFiling Process.WebHome]] === | ||
| 39 | |||
| 40 | ====== Learn more about the 1095-C e-Filing Process with the Aatrix ACA Preparer. ====== | ||
| 41 | |||
| 42 | |||
| 43 | === [[Indicate the Combining of W-2 and 1095s>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Indicate the Combining of W-2 and 1095s.WebHome]] === | ||
| 44 | |||
| 45 | ====== Learn about saving money by combining W-2s and 1095s. ====== |