How do I export my forms into an Excel spreadsheet?

Export your forms from the grid by doing the following:

• Check the checkbox next to recipients you wish to export (or don't select any and BoomTax will include ALL forms).
• Click 'Download' and 'To Excel'. This will create an Excel export that will allow you to make changes in bulk to multiple recipient records.

You should see a short loading screen, then you will be brought to the page shown below:

From here, you can download your spreadsheet if it didn't automatically download (don't forget to check your downloads folder).

If you need to re-import your spreadsheet with updated information:

Next, make any necessary changes to your spreadsheet and click 'Import Your Spreadsheet' to re-import. This will import to the same filing that you just downloaded.  

*Please note: If you made changes to employee TINs (EIN/SSN) and re-import, then it will import as a new form.

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