How do I bulk select forms by TIN?

Use Select forms by TIN to select several recipient or employee forms in one filing using their taxpayer identification numbers (TINs), such as SSNs or EINs.

Select forms using a list of TINs

  1. Open the filing that contains the forms you need.
  2. In the recipient or employee forms section, click the three-dot menu and choose Select forms by TIN.
  3. Paste or type the full TINs, one per line. You can copy a single column of TINs from a spreadsheet. TINs may include hyphens, but keep any leading zeros. Do not paste names, column headings, or masked TINs.
  4. Click Select These.
  5. Review the selected forms and the selection count before continuing.
Example BoomTax screenshot of the TIN selection modal showing one full synthetic TIN per line and the Select These button.
Example screenshot: Enter one full TIN per line, then click Select These. The TINs shown are synthetic examples.

What gets selected?

  • The search matches forms in the filing you have open. Repeat these steps for other filings.
  • If more than one form in this filing has the same TIN, all matching forms are selected. Uncheck any forms you do not need.
  • This adds matching forms to your existing selection. Forms you checked earlier stay selected.
  • Matching forms can be selected on other pages of the forms list, even if they are not currently visible. Clear any search filter to make it easier to review the result.

BoomTax confirms how many matching forms it found. This number counts forms, so it may differ from the number of TINs you entered.

Download the selected forms

Click Download and choose the desired option under Selected Forms. Choose To Excel for a spreadsheet or To PDF for form copies, if these options are available to you.

See How do I export my forms into an Excel spreadsheet? or How do I download select employee copies? for the next steps.

If forms are missing from your selection

Check that you opened the correct filing and entered each full TIN accurately, including leading zeros. Use one TIN per line. A TIN that has no matching form in this filing is skipped; BoomTax does not list each unmatched TIN. If none match, you will see a No Forms Selected message.

If the forms list or download options are unavailable, ask the filing owner to check your access.

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