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E-FILING

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• Click “Save Yearli File”, “Save IRIS file”, or “Generate IRS FIRE File” (at the bottom).

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FOR YEARLI

• Upon clicking the Yearli File button, you will be asked if you want to include joint state information. After answering the question, the file will open in Microsoft Excel.
• Save the file and upload to Yearli, following their website’s directions.

FOR IRIS

• Upon clicking the IRIS File button, you will be asked if you want to include joint state information. After answering the question, the file will open in Microsoft Excel.
• You must re-save the file as a “CSV” file type. Change it from an Excel worksheet, to a CSV file.
  • IN EXCEL: Go to FILE, then choose SAVE AS. Use the dropdown menu to choose CSV as the file type, then click SAVE.

FOR IRS FIRE

A new window will open, titled “1099 Electronic filing.”

If this information is not accurate or complete, you will get the message below.

• Once ready, click “Print Report.”
• Click “Generate IRS File.”
  • Select the 1099 types you want to include in the file.
• For only “Selected Vendors”, choose the bottom button- “Generate IRS File (Selected Vendors).
  • Check off the vendors you need, then click ok.
• Upon completion, the system will ask you to choose where to save the file.