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  1. If you see an error message after you upload your file, return to your saved CSV file and correct your entries. If your .csv file receives the error message below when uploading, it is possible that the form specific formatting guidelines have not been met.

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Info

The following conditions are common reasons for csv files being rejected:

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  1. Once loaded with no errors, select the Start button, which will direct you to the Review Form Information page. On this page, you’ll have the option to review your information return data before continuing. You will also be able to delete specific rows that you do not want included in the upload.

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  1. Select Add All to upload your information to the Taxpayer Portal.

  2. The Upload Successful Page will display the number of forms added to the Unsubmitted Forms page that are ready to submit and the number of forms that need additional information.

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