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.

 

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