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How to upload import files

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  1. On the home page, click New Import.

    Image of the Home screen with a callout on the New Import button.

  2. Click the form type you want to upload.

    Image of the Import Forms screen with a callout on the form types.

    If you want to import forms for a previous year, click on the year and then click on the type of form you want to create. Not all forms are available for every year listed.

  3. Click Sample Import Files or Sample Import Files with both the Filer and Form data to download the eFileMyForms sample import template.

    Image of the Map Form screen with a callout on the Sample Import Files link and the Sample Import Files with both the Filer and Form data link.

  4. If you selected a filer from the Select a Filer tab, download the template for the appropriate form type from the Sample Import Files. If you selected Read From Import File from the Select a Filer tab, download the template for the appropriate form type from the Sample Import Files w/Filer Import column.

    Image of the Sample Import File download page.

    You’ll need to enter the recipient information no matter which template you’re using.

  5. Update the template file with your form and/or filer information, then upload it by clicking Choose file.

    Image of the Map Form page with a callout on the Choose file button.

  6. On the Map Form page, click the Select a Filer tab. If your import has 1 filer and this filer is available in the tab, select the filer. If the filer associated with this import is not available in the Select a Filer tab, select Read From Import File instead.

    Image of the Map Form page with a callout on the Select a Filer tab.

    Image of the Map Form page with a callout on a list of available filers.

    If you have multiple filers, select Read From Import File.

  7. Click Submit.

    Image of the Map Form page with a callout on the Submit button.

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