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Video instructions and help with filling out and completing When Form 1094 B Desktop

Instructions and Help about When Form 1094 B Desktop

Hello, today we are going to go over the process of importing 1085 information into the yearly software. We're going to cover how to download the import template, how to edit the import template, how to import the excel file, and how to fix any errors. To import the 1095 information into yearly, click on the import data button, select import via Excel, select the ten m54 you would like to import, and then click OK. You can download a sample import file by clicking on the Excel template and instructions link, and choose where to save the file. You can also change the name of this file if you wish. Click on the enable content button at the top to enable macros. These macros will help you validate information on the import template. You can click on help to see frequently asked questions about the import file, and you can also click on field name and length to see the character length for each field on the form. Click on template to view the 1095 import template. The top row of the import file contains the column headers. These header tabs should not be changed, nor should any red headers be removed. If macros are enabled, the import file will validate information in the file automatically. If you enter an unexpected value in the employer state column, the import file will flag the entry as an incorrect value and display a message indicating what is expected to be entered. In this case, the file is expecting the state's abbreviation. If you click the validation is on when enabled, you can disable validations. This will allow for any values to be entered on the sheet without any validation. Here, we see that we can enter an invalid value in the...