We’ve redeveloped Mag-Filer for 2018 tax year.  In the process, we expanded on how we interface with 3rd party applications and data providers. 


  • Import multiple Payer records
  • Import multiple Payer and Payee records in a single pass
  • The new Payer record import format is fixed but all existing CSV payee import formats remain supported
  • Subsequent Import
  • A single company can be passed in multiple times – with payees added in multiple passes
  • Payees added to existing Payer if found, based on Payer EIN and Form Type
  • Command line support to launch Mag-Filer and automatically import with no user interaction required
  • Currently CSV supported.  If your interface is not currently a CSV, we’ll contact you to discuss options
  • Background Install of Mag-Filer’s setup to a folder that you control



File Format Sample

Payer record, header and data, separates Payee lists. 





Payer Definition

Payer Record – Header is required, data must follow documented pattern


Payer Sample

"RecordInd","PayerFormat","PayeeFormat","FileType","Payer","Payer2","Address","City","State","Zip","Ein","TinType","Contact","ContactTitle","Phone","PhoneExt","Email","Fax"

"0","1","1","1099MISC","COMPANY 1","","ADDRESS","SPOKANE","WA","99203","91-1122334","1","SEAN WICKSTROM","MANAGER","(509)995-9999","","SWICKSTROM@COMPANYONE.COM",""


RecordInd

0 indicates this is a Payer record; all others are headers or Payee records.


PayerFormat

Mag-Filer is working on supporting multiple Payer record formats.  For 2018, this field is not used.


PayeeFormat

This is the import file definition, mapping table, used to import your existing Payee list.  Mag-Filer can work with you to support new formats if needed. 


Screen shot sample




FileType

This is the name of the tax form being imported.  Uppercase and follow the IRS pattern (ex 1099MISC, W2G, W2, …)


Payer - This is the payer name

Payer2 - Second payer name field

Address – Payer address

City – Payer address city

State – Payer address state

Zip – Payer address zip

EIN – Payer Employer Identification number/Tax Id

TIN Type – 1 = EIN/2= SSN

Contact – Payer contact name

ContactTitle – Payer contact person’s title

Phone – Payer contact person’s phone

PhoneExt - Payer contact person’s phone extension

Email - Payer contact person’s email

Fax - Payer contact person’s fax number




Payee Records – Header is required, data should follow one of the import formats supported in the Mag-Filer Import Definition table.  Your import format is likely already supported which should streamline changes required to support this integration. 



Commands

Mag-Filer supports a number of arguments with controlling parameters. Arguments include:


-- Database – specify the database name to use for this session

 

PrivateLabel

 --Name –private label name to be presented as the provider of Mag-Filer

 

Import – Import Payers and Payees from provided source file

 --Source – specify the batch payer/payee file to automatically import; everything in the file is imported before the session starts 

 --Delete – delete interface file when done importing

 --Silent – import in the background and quit; used to import payers/payees but not start a Mag-Filer session



ImportPayees – Import Payees for a single Payer from provided source file

 --Source – specify the batch payer/payee file to automatically import; everything in the file is imported before the session starts 

 --Delete – delete interface file when done importing

 --Silent – import in the background and quit; used to import payees but not start a Mag-Filer session

 --Format – specifies a custom import format to use when importing the Payee list under a specified Payer. Custom import formats can be specified within Mag-Filer then used here. This can also be set per Payer group in a batch import based on a header record setting.

 --PayerId – the record number or EIN for the Payer that you want this Payee list added

 --Overwrite – delete all payees under this payer Id prior to importing; used for re-importing

 --Combine - combine amounts for Payees with matching Social under this Payer. Used to consolidate multiple 1099 payment records into a single form.


Repair

 --Database – name of the database to run repair/re-indexing

 --BackupTo – name of the file to back the current database to prior to repairing

 --Overwrite – automatically overwrite the BackupTo filename if it exists 


Sample commands:


Open MagFiler to the specified database

MAGFILER.exe --Database="C:\Users\user\Documents\Mag-Filer\2018\MagFiler.mdb"

 

Import batch of Payers and Payees to the specified database and open MagFiler

MAGFILER.exe --Database="C:\Users\user\Documents\Mag-Filer\2018\MagFiler.mdb" Import --Source="C:\Users\user\Documents\Mag-Filer\2018\Batch.csv"

 

Import batch of Payers and Payees to the specified database in the background and delete source when done without showing MagFiler

MAGFILER.exe --Database="C:\Users\user\Documents\Mag-Filer\2018\MagFiler.mdb" Import --Source="C:\Users\user\Documents\Mag-Filer\2018\Batch.csv" --Silent --Delete