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Video instructions and help with filling out and completing 1094-b form 2017
Thank you for visiting me file my forms with this brief tutorial we are going to show you how easy it is to import and file your 1095 ACCA forms we are going to assume that you have already set up your free account and logged in after you have logged in you will be greeted with the account home page account home page is your control center for managing your filings filers recipients and your account in general you can manually add a filer and add a new recipient if you do not want or need to import with an Excel spreadsheet see our help videos for more information to begin we need to make sure an Excel spreadsheet is prepared efile my forms provides an excel template to make this as easy as possible to download a copy select import forms from the Quick Links menu on the left side of the screen next select the tab for the current tax season just under the tax season tab click on the link for sample import files here you can choose a sample Excel spreadsheet for every form type we offer for this tutorial we are going to use the sample import files with filer import list for clarification a filer is the entity responsible for filing the 1095 ACA forms the term filer employer and payer are sometimes used interchangeably we will be importing an Excel spreadsheet with the filer information included in its own set of fields for each record this means that one excel file can have records for multiple filing entities if desired click on filer 1095-c xlsx click on the open with Excel or whatever software you use to open the file press ok to continue press the enable editing button at the top under the main menu line now press file then save as and save it to your desired location on your computer for now we will just save it to the desktop we will go ahead and open the file now the first page that the spreadsheet opens to is the key this page explains the designated color coding of the column headers in the Excel spreadsheet please thoroughly read and follow the instructions provided in the key double-click the 1095-c WWE file my forms comm tab at the bottom this will switch you over to the sample spreadsheet we have already entered some sample information ideally you can work with your source system to export your 1095 data in a similar format if not you can always copy and paste your data or column headers to match the existing template let's go back to our webpage close your excel file press close this window at the bottom of the sample import files page back on the import forms page click on the form 1095-c button under healthcare forms now you can give this import a descriptive name then under the filer drop down menu pick read from import file