The bulk import feature is designed to empower administrators with the ability to import and manage large volumes of data efficiently and accurately.
Access Imports
1. Log in to your administrator account.
2. On the left side menu, Click on the Imports section and select New Import.
Document Types
1. Individuals: Facilitates the bulk upload of individual profiles into the system.
2. Payments: Enables efficient recording and tracking of financial transactions in bulk.
Note: This is available for Institutions using Payments Entry Module.
3. 1042-S Data: Simplifies the bulk upload of 1042-S related information for foreign nationals, ensuring compliance and accuracy in tax reporting.
Important: This is for Institutions using Import 1042s Function.
4. Foreign Entities: Allows administrators to upload information about foreign vendor entities
5. Vendor 1042-S: Specifically designed for vendors subject to tax reporting (1042-S).
6. Documents: Supports the bulk upload of various documents.
7. Visits History: Uploading foreign national prior US Visits data
8. Days of Presence: Uploading foreign national days of presence in the US for the current tax form.
Each document type includes a sample spreadsheet template linked within the system. These templates are designed to guide administrators in preparing data for upload. Administrators can seamlessly populate these templates with relevant information before uploading.
Info: The columns in the spreadsheet can be removed if you don't want to upload that specific data (e.g. DOB). Once the foreign national accesses their profile, they can add in missing data.
For more information, please see How to Bulk Import.