Getting Started - Returning Customers
The following steps outline how to create your new filing:
First, log into your BoomTax account:
Next, select New Filing
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 'I do not have a file' option.
If you select "My payroll provider gave me a file...":
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 "I do not have a file...":
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
Once your data is verified, you can 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.
Note: For companies with multiple EINs, complete the steps listed above for each EIN.