IRIS - File Generation and Submission
This procedure outlines the steps to be taken to generate the necessary file and submit it to the Information Returns Intake System (IRIS).
All districts will be required to use the IRIS system beginning with tax year 2026 (filing year 2027).
When applying for an IRIS TCC, you must select your preferred transmission method: A2A or Taxpayer Portal.
Application-to-Application (A2A): Allows electronic transmission of forms in XML format through authorized third-party software. Click here for instructions.
Taxpayer Portal: A web-based IRS system where users manually enter data or upload forms (CSV format). This is the current method used by districts submitting through IRIS. Click here for instructions.
Please note that each transmission method requires its own TCC.
According to Jira issue, USASR-5684 SSDT will only be implementing the A2A (XML) method which is being tracked via Jira issue USASR-5454.
Districts may continue to submit CSV files through the Taxpayer Portal; however, SSDT will not be creating a separate canned report for CSV output at this time. Instructions for the CSV submission process will remain unchanged and are below. If your district currently uses the IRIS system with the Portal Transmission method, you may continue to do so.
To apply for a TCC via IRIS, please follow this guideline and website. IRIS Application for TCC Instructions Apply for IRIS TCC.
Submit via IRIS Taxpayer Portal Instructions
Review Publication 5717 for Calendar Year End 2025 for IRIS Taxpayer Portal System details and instructions.
1. Generate output file type (CSV) in USAS & format to match IRIS requirements
You can run the SSDT 1099 Vendor Report and select Excel – Data as the output format. Be sure to set the “Total as of Period” query parameter to 12/31/202X. This will generate all 1099 vendors, add filters to only show desired 1099s or make sure you only report the qualified 1099s when submitting.
-Or manually get what you need from the grid-
a. Go to Core/Vendors
b. Click the More Button to add/delete columns on the page
c. Filter the grid for the desired 1099s
d. 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
To get the CSV Templates from IRIS - Log in to IRIS and navigate to the Upload CSV with Form page on the dashboard in IRIS. Select the Tax year, and from the Form Type drop-down select the formatting guidelines for your specific form type. After your selection is made, click the Download button. This will give you the CSV files. 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. You can also see a link below for these guidelines. Return to your downloaded CSV file template and use the formatting guidance to complete your entries in each field.
Guidelines for Tax Year 2025 Filing Year 2026:
E-file information returns with IRIS | Internal Revenue Service
Ready to upload your CSV?
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.
The following conditions are common reasons for csv files being rejected:
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.
Select Add All to upload your information to the Taxpayer Portal.
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.
Visit the Unsubmitted Forms page to modify, download and submit your forms to the IRS. Forms submitted by simple file upload will automatically be grouped together.
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 2025 Calendar Year End Checklist and continue closing the month if not already done so.