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1099-perp.com facilitates importing payer and recipient data via Excel. To start, you must download an import file through three methods: 1) download an empty import template, 2) export a file with existing payer and recipient data to fill out amounts before re-importing, or 3) generate an Excel import from your accounting system that matches the layout of the import template. To access the import options, click the up arrow, then the button to download templates. Each form in 1099-perp has a specific import template. For this tutorial, the 1099-NEC import template is downloaded, which can be opened in Excel, featuring a data entry tab with relevant columns.
