IRIS - File Generation and Submission

Owned by Sara Glore
Last updated: Nov 04, 2024
4 min read

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 instructions. 

To apply for a TCC via IRIS, please follow this guideline. Publication 5903 (1-2024).

1. Generate output file type (CSV) in USAS

  • 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.

  1. Go to the IRIS webpage and select the sign in to the IRIS Taxpayer Portal link.

  2. 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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  1. 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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  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.

     

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

 

  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.

  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.

  1. 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.

  1. 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.

  2. 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.

  3. 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.