How do I export my forms into an Excel spreadsheet?

Export your forms from the grid by doing the following:

  1. Check the checkbox next to recipients you wish to export (or don't select any and BoomTax will include ALL forms).
  2. Click 'Download' > 'To Excel'. 

This will create an Excel export that will allow you to make changes in bulk to multiple recipient records.

Once this is complete, you will be taken to a page that will download your Excel export.

Make any changes to your sheet as needed, then click 'Import Your Spreadsheet'

Finally, drag and drop your sheet into the drag and drop area to upload these forms to your filing.

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