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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 be and the 1080 for see when they become available in December of 2023 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 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 and 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 employers information and any column headings in red are required for the import and then the grey 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 to go ahead and delete that column heading another important comment for the import file or template itself is you can import more than one company depending on how you want to 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 employees 1095 see form so you've got your employer information first followed by the employee...

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