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Video instructions and help with filling out and completing Which Form 1094 B Import

Instructions and Help about Which Form 1094 B Import

Demo, I'd like to discuss the import ability of the 1085. See these same steps can apply through the 1095 and the 1080 for, see when they become available in December of 2015. Once you've installed yearly desktop and open the application, you'll click on the import data and you'll select either import via Excel or import vs CSV. The first thing you want to do is to download the import template and instructions, and you'll want to select the hyperlink to the form type that you'd. Like. It'll ask you where you want to save your file, and the instructions will come either on the second tab of the Excel file or in a PDF format. Please review those to make the most efficient import process available. So let's discuss the import file. At first, it's broken up into different sections of the form. The first section in blue is the employer's information, and any column headings in red are required. For the import, and then the gray column headings are not required for importing data. We did want to accommodate employers that only have some of the data or all of the data for 1085 forms, and the column headings here are all of the applicable columns that you could import into the software. If you see a gray commenting that you don't need, go ahead and delete that column heading. Another important comment for the import file or template itself is that you can import more than one company, depending on how you want to do all the importing of the data. And one row equals one form, so all of the data on row 2 is equivalent to one employee's 1095 form. So you've got your employer information first, followed by the employee information, and then...