Import Spreadsheet Guidelines (Tax Year 2025)

BoomTax provides Excel import spreadsheet templates to help you easily upload your 1095-B, 1095-C, 1099, and W-2 data. These templates mirror the official IRS forms so you can enter information just as you would on paper.

General Import Rules

All column headers must be present in the Excel file, even if some columns have no data.
Names and TINs must match IRS records. Mismatches will return a TIN Validation Error.
Monetary fields may be entered as whole numbers (e.g., "3" instead of "3.00").
TINs, SSNs, EINs, 9-digit ZIP codes, and phone numbers may be entered with or without dashes. The format is standardized on import.
True/False fields accept:
- Affirmative: yes, y, x, true, 1
- Negative: no, n, false, 0, blank

If your data has formatting issues or missing information, BoomTax will show a message explaining the problem and how to fix it when you upload.

Form-Specific Required Fields

Select a form type below for detailed field requirements:

Download Templates

Download BoomTax Excel Import Templates

Common Import Mistakes

SSN starts with zero: Excel strips leading zeros. Format the SSN column as Text before entering data, or use an apostrophe to force the zero (e.g., '012-34-5678).
Missing required columns: Even if a column is blank for all rows, the header must still exist.
Filters & Hidden Cells: Remove any Excel column filters and unhide all cells
Excess blank rows: Large numbers of empty rows (often caused by copy/paste) can slow down the import process. Remove any unnecessary blank rows to improve performance.

Having trouble? See Common Import Errors for specific error messages and how to fix them.

This article covers Tax Year 2025. Source: Import Spreadsheet Format Guidelines (blog.boomtax.com)