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.