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Submit via IRIS
Review Publication 5717 for Calendar Year End 2024 for IRIS System details and deadlinesinstructions.
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To apply for a TCC via IRIS, please follow this guideline. Publication 5903 (1-2024). |
1. Generate output file type (CSV) in USAS(USAS INSTRUCTIONS)
Go to Core/Vendors
Click the More Button to add/delete columns on the page
Filter the grid for the desired 1099s
Click the report button to generate a CSV File
Review the requirements from IRIS on the format of your CSV file
Instructions on page 19, Publication 5717 Template Formatting Guidelines
Navigate to the Upload CSV with Form page on the dashboard in IRIS. 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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Upload CSV file it to the Taxpayer Portal by selecting Browse or Drag and Drop CSV File Here on the Upload CSV with Form page.
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Once the submit button is selected, transmission(s) will be organized on the Summary of Transmissions Page. You can view a list of the forms that have been selected for submission. Once your review is complete, click Submit All.
After submitting your forms, you will be redirected to the Your Form(s) Have Been Submitted page. This page will serve as a confirmation of the transmission and provide you with a receipt ID.
Once your files are uploaded, you may head back to step #12 on the 2024 Calendar Year End Checklist and continue closing the month if not already done so.