How do I export my forms into an Excel spreadsheet?

You can download an Excel spreadsheet of all forms in a filing or just the forms you select. The export is an .xlsx workbook containing your filing data.

Export all forms in a filing

1. Open the filing you want to export.
2. In the recipient or employee forms section, click Download.
3. Choose To Excel under All Forms.
4. Wait for BoomTax to prepare the export. When the Export Your Forms page opens, the spreadsheet downloads automatically.

All Forms exports the filing's forms, including forms on other pages of the list. Searching or filtering the list does not limit this export.

Export selected forms

1. Check the box beside each form you want to export. For a longer list, use the three-dot menu, choose Select forms by TIN, enter one full TIN per line, and click Select These.
2. Review the selection count. Selecting by TIN keeps earlier selections and selects every matching form if several forms have the same TIN.
3. Click Download and choose To Excel under Selected Forms.
4. Wait for the export to finish, then open the downloaded spreadsheet.

Choose the option under Selected Forms carefully. Choosing All Forms exports the whole filing even when you have checked only a few forms.

If the spreadsheet does not download

Check your browser's downloads list or your Downloads folder. On the Export Your Forms page, use the click here link beneath Download your export spreadsheet to download it manually.

If To Excel is missing or access is denied, ask the filing owner to check your export permission. If BoomTax reports an export error, return to the filing and try again, or contact support if the error continues.

Using the spreadsheet to update your filing

Your exported spreadsheet uses the format needed for re-importing. Keep the column titles unchanged, preserve leading zeros in TINs and other identifiers, and use the first worksheet for your data. On the export page, Import Your Spreadsheet opens the importer for the same filing, if you have import access.

Before uploading changes, review How do I update many forms using an Excel spreadsheet? Changing a recipient's TIN can create a new form rather than update the existing one. Review the import options and results before continuing.

Excel exports contain full TINs. Keep the downloaded file secure and share it only with people who need the filing data.