Guides and Handbooks
- Bulk File Portal User Guide (updated February 2025)
- Form 1099-HC Bulk File Specifications Handbook (PDF)
- Form W-2: Electronic Filing Specifications Handbook (PDF)
- Financial Data Match Specifications Handbook (PDF)
- Electronic Bulk Filing Instructions for Liquor Wholesalers and Distributors (PDF)
- Electronic Bulk Filing Instructions for Paid Family and Medical Leave (PDF)
- Electronic XML Bulk Filing Instructions for Paid Family and Medical Leave (PDF)
- Electronic Bulk Filing Instructions for Vendors Annual Report for Small Business Energy Exemptions (PDF)
- Bulk Filing Meals Tax (MLS) Returns and Payments Guide (for tax periods prior to 01/01/2022 (PDF)
- Bulk Filing Meals Tax (MLS) Returns and Payments Guide (for tax periods 01/01/2022 – 06/30/2024 (PDF)
Please note: Bulk filing is not available for filing the Meals, Food & Beverage (MFB) account type. An MFB Excel template is available for reporting sales for all locations on one return. Taxpayers may use bulk filing for reporting Meals Tax (MLS) for periods prior to July 2024.For more information go to DOR's Meals Tax Guide.
Bulk File Portal Frequently Asked Questions
Note: Most taxpayers should use MassTaxConnect for bulk file uploads. Taxpayers should use the Bulk File Portal only if their file size exceeds 250 MB or if their file type is not accepted through MassTaxConnect.
What's the difference between the MassTaxConnect bulk file upload and the Bulk File Portal?
MassTaxConnect allows users to upload files directly to their account, but the limit is 250 megabytes. The Bulk File Portal allows unlimited-file-size transmissions, but users must have preauthorization to use it.
How do I use the bulk file method in the Bulk File Portal?
Bulk File Portal lives outside of MassTaxConnect and requires users to register and be approved. New users will register by selecting the Registration link at the bottom of the page. Once you are registered:
- Select the type of bulk filing you would like to do and
- Follow the instructions for properly creating and uploading the file.
How do I receive file acknowledgement and confirmation when files are transmitted through the Bulk File Portal?
Bulk File Portal users seeking confirmation need to download an acknowledgement file from the Bulk File Portal.