How do I bulk import data using an Excel spreadsheet?

If making corrections, open your original Excel file used for your initial import and make any necessary corrections.

To import the file back into BoomTax, click on Filings

Then, click on the filing you want to update.

Next, scroll down to the recipients grid and click 'Add Recipient'. (this text may vary based on the type of filing)

Next, select 'Import with Excel'.

Drag and drop your spreadsheet into the dotted area.

The system will automatically update existing recipients and add new recipients since your last import.

If any errors show up during import, you will want to make changes and re-submit.

After you have uploaded your spreadsheet, click on the IRS E-File button to submit the corrections to the IRS.  

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