Guide to Getting Started - External Vendor Import

First, select the type of tax filing you would like to create. If you're filing for a different tax year click, 'Filing for a different tax year?'.

Next, select the 'Import from UltiPro, ADP, Sage, IRS XML File & More' option.

Then, select one of the following import options:

Then, drag and drop your file into the upload box or 'Browse for the file' on your computer. 

Once the import is complete, you will be brought to the filing overview page. From here, you can review your employee data and complete your summary form. 

See the following guidance on how to:

• Download your forms
• Order print and mail
• E-File your forms