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Merchant card upload instructions

Get started

  • Use one of the two options below to provide your file to us after you've filed with the Internal Revenue Service and verified that they accepted your file. 

Option 1 (easiest and quickest method)

  1. Login to Online Services (you will need to create an account if you don't already have one)
  2. Select File Exchange under the Services section
  3. Select the File Exchange online service from the dropdown
  4. Select the merchant card folder
  5. Click browse and select the file to upload
  6. Click Upload File

Option 2

  1. Print and complete the confidentiality agreement.  Be sure to include the Username and EIN.
  2. Mail the completed agreement to the department.  Don't transmit a file to us until we notify you by phone or email that we've accepted the agreement.
  3. Login to Online Services.
  4. Select File Exchange under the Services section 
  5. Select the File Exchange online service from the dropdown
  6. Click Download
  7. Locate the 'Tickler' file and select Download
  8. Create the data files to transmit to the department
  9. Start Option 1 steps

For more details regarding merchant card upload see Additional information for reporting requirements.

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