Bulk Filing Instructions / Property Managers

The Bulk Filing feature is used to complete multiple tax forms at once. It is designed to be a copy/paste from an Excel workbook. All of the columns in Bulk Filing are sortable, so if you sort Bulk Filing and your Excel document by account number, you will be able to copy everything into Bulk Filing in the correct columns. IMPORTANT - Please sort Account Numbers from lowest to highest on BOTH the import spreadsheet and in MUNIRevs Bulk Filing so the data fields match up. Use the red Remove button if you do not want to complete a tax return using Bulk Filing. If you removed a form and want to add it back, click “Save and Return to Business Center”. Click back into Bulk Filing and you will see the form. You will need to re-paste your form data in the field below to include the form in Bulk Filing.

Bulk Filing can be used for tax forms with or without deductions. See below for a format example. If you do not have any deductions, use the "No Deductions" tab format. If you have any deductions on any form, you must use the "With Deductions" tab format. Even if it is just one deduction on one account, you must use the “With Deductions” format. Please insert a 0 in a field with no deductions.

You must use the "Expand to Show Deductions" button to load tax forms with deductions. You do not need to click this button if you do not have deductions.

Copy your data from Excel (only include columns highlighted in blue). Do not include the Account Number column. Next, paste the data in the blank field below (It is necessary to use CTRL “V” instead of using the right click option on your mouse to paste your data). Please note that if you are pasting from Excel, the data will be pipe delimited, that is why it is recommended that you complete the tax forms in Excel and then copy into Bulk Filing.

When you have pasted your tax data and verified that all your information is correct, press the orange Submit button to proceed to the checkout cart and pay your tax liability or to submit your zero filing if nothing is owed.