This procedure outlines the steps to be taken to generate the necessary file and submit it to the Information Returns Intake System (IRIS).
Submit via IRIS
Review Publication 5717 for Calendar Year End 2024 for IRIS System details and deadlines.
To apply for a TCC via IRIS, please follow this guideline. Publication 5903 (1-2024).
1. Generate output file type in USAS
(USAS INSTRUCTIONS)
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.
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.
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.
