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1. Generate output file type (CSV) in USAS(USAS INSTRUCTIONS)
Instructions on page 19, Publication 5717 Template Formatting Guidelines
Navigate to the Upload CSV with Form page on the dashboard. In the FAQs box on the right side of the screen, click on Template Formatting Guidelines link. The Template Formatting Guidelines page will be displayed. The gray table that appears on the initial page has general formatting guidance for all forms. From the Form Type drop-down select the formatting guidelines for your specific form type. After your selection is made, click the Download button. Return to your downloaded CSV file template and use the formatting guidance to complete your entries in each field.
Go to the IRIS webpage and select the sign in to the IRIS Taxpayer Portal link.
You will then be directed to the Taxpayer Portal Dashboard which allows you to navigate the main functions. Click Upload CSV with Form Data.
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