Where do I find the Excel sample spreadsheet template?

1.  You can find the link to download the spreadsheet ( template ) within your BoomTax account by following these steps:

• Log into your BoomTax account.
• Select "New Filing"
• Select the type of form you plan to file.
• Select "Import data with Excel or enter manually."
• Select "Next"
• Select "I've read the above. Let's go!" to bypass the checklist
• Create or Select a Payer (You can select "Skip for Now" to enter more Payer information later.)
• Select "Import with Excel"
• Select "Download sample spreadsheet"

2.       You can also download the spreadsheet from our "Import Spreadsheet Format Guidelines" blog article for the required tax year.

• Spreadsheet Guidelines Articles