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Export Information Returns to CSV File

Nina Tchistiakova Updated by Nina Tchistiakova

This function is accessed from the Utilities menu on the main screen. It can be used to export comma delimited text files (CSV) containing information return data (1095/1098/1099/W2-G/W-2). The exported data includes all information found on the form including payer information, recipient information, and return data.

The user must first select the payers to be included in the file. Returns for any number of payers may be included. Then select the type of information return. A checkbox allows the user to include a header record at the beginning of the file which has a description of each field. Another checkbox allows the user to include only information returns which have been "completed". A "completed" return is one that has something entered besides the recipient's name and address so that it will appear on the "Print Forms W-2/1099/1098" list. Checking this box will not include information returns in the file that were brought forward from the prior year but were not completed for the current year.

Click the Export to CSV button and click OK after reviewing the export settings. The user must enter the name and path for the file. A confirmation message tells the user how many information returns were exported.

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