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Account Ability prepares 1099 and W-2 forms quickly and easily
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Import Spreadsheets, Text Files, IRS/SSA Transmittals

The Import Mapping Utility Facilitates Importing Spreadsheets and Text Files
The free Import Mapping Utility converts spreadsheets and delimited text files (comma, tab, pipe) to a format compatible with Account Ability. The main window contains two list views — a source view on the left and a destination view on the right. Select a tax form from the Tax Form drop down list and the destination view gets populated with the with schema Account Ability is capable of importing. Open your source file and the source view gets populated with the fields comprising the first (header) record of source data. Simply drag fields from the source view to their respective destinations, click the Execute button, and your source file is mapped to one which can now be imported into Account Ability.

Account Ability's Import Mapping Utility

The Import Mapping Utility supports forms  1095-B, 1095-C, 1098, 1098-C, 1098-E, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT, 1099-K, 1099-LTC, 1099-MISC (shown in the illustration above), 1099-OID, 1099-PATR, 1099-Q, 1099-R, 1099-S, 1099-SA, 3921, 3922, 5498, 5498-ESA, 5498-SA, W-2G, W-2, W-2C.

Rollup and Append Options — Prior to importing a delimited text file, Account Ability will request that you specify the type of import desired: Rollup or Append. If you specify Rollup, returns for the same recipient are automatically combined into a single return; if you specify Append, returns are appended to the end of file.

Import IRS Pub. 1220 and SSA EFW2 (formerly MMREF-1) Transmittals — Account Ability can import current year and prior year transmittal files that comply with IRS Pub. 1220 and SSA EFW2 (formerly MMREF-1) specifications.

Roll Forward Any Part of Your Database Each Year — Since it is not always desirable to roll forward all returns each year, you select which returns to roll forward and whether or not to initialize them for a new calendar year.

Import Another Filer's Returns — One filer can easily import another filer's returns of the same type. When the returns are not of the same type (e.g. 1099-MISC and 1099-INT) you would (a) export the desired fields from the source filer's returns (see below), (b) use The Import Mapping Utility to map the exported fields to the destination filer's returns.

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