Download Sample Spreadsheet
1. On the left-hand side, click on Imports. or Import 1042-S CSV button on the dashboard.
2. Click on New Import.
3. A sample spreadsheet file is linked to download.
4. Start completing your file.
Info: For more information on preparing the import file, please see 1042-S Import File Overview.
Ready for Import
1. Once your file is ready, ensure it is saved in CSV format.
2. Navigate to Imports -> New Import.
3. Drag and drop your file or click the Browse files button to select and upload the file.
4. After uploading, you will be redirected to the Imports History page.
5. Click the Import button.
6. A pop-up message will ask you to confirm the upload.
7. Wait for the import to complete.
8. Once done, a View Result link will replace the Import button. The Status column will update to Imported.
9. Click View Result to see the results of the import, the rows imported and any errors.
Important: If you receive any errors you can update the spreadsheet and re-upload the file.
Missing or Incorrect Info
The import result will outline the rows with missing mandatory or incorrect information. Please, keep in mind the result will list the rows -1 then how they are in the import as count starts from the first row with 1042-S information disregarding the first row - columns.
If you receive errors that prevent 1042-S data to be imported, please prepare a new file with only the 1042-S data that failed to import, correct the errors or add the missing information and import again.