Getting Started with BoomTax

The following steps outline how to create your BoomTax account and prepare your filing.

First, create your free BoomTax account:

Next, select the tax year for your filing.

Then, select if you have an XML file to import. (This is for customers that receive a special file from their payroll provider) If you aren't sure which option to choose, select the 'Import data with Excel or enter manually' option.

If you select "Import data from UltiPro, PeopleSoft, Deltek and other systems":

Select 'Upload Now'

You can now drag and drop your XML file into the upload box or 'Browse for the file' on your computer 

BoomTax will take it from there and send you an email once the import is complete!

    

If you select "Import data with Excel or enter manually":

Follow the wizard to import your data 

We've also provided a checklist to assist with gathering all of the information needed to file

Once you have finished inputting your company information, choose 'Import with Excel'

'Drag and drop' your file or browse for it on your computer, then click 'Upload'.

                   

After the import is complete

From the Summary page, you will be able to see your company information and list of employees.  To verify your employee information, click on the employee name.

Once your data is verified, you can now download your forms to print and save for your records.

When you are ready to e-file your forms, simply click the large 'E-file' button at the top of your filing and we'll send your forms to the IRS. 


   

 

 

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