How to bulk upload my 1095 form data?
843 views | Last modified 2/21/2024 7:54:25 AM EST | Added by TaxBandits Team

Applicable To

94X 1099 W-2 ACA W-4

TaxBandits supports the Bulk e-filing of ACA Form 1095-B or 1095-C with both the IRS and State. Also, you can make use of our Postal Mailing service and Secure Online Access to distribute the recipient copies.

Note: TaxBandits auto-includes the 1094 forms when you file your 1095 forms.

Follow the simple steps to bulk file your ACA Form 1095’s :

Step 1: Log in to TaxBandits, and under the section ACA Forms, Select “File Now” against the ACA Form you need to file.

Here we have chosen “ Form 1094-C/1095-C,” for example.

Step 2: Select the tax year for which you need to file. TaxBandits support ACA filing for the current and previous three tax years (until 2020).

Step 3: Select the employer from the address book or enter the employer details manually. Once you have completed the required information, Click “Save and Continue”.

Note: TaxBandits provides you with an online access option. By opting for Online access features, employees will be able to view and download their Form 1095-C copies online through a secure portal.

Step 4: Here, you will be provided with two options to file ACA forms for your employees.

Manual Entry - Enter the required information manually. To learn how to add your data for ACA forms manually, visit here.

Bulk Upload - Upload the required data using an Excel template.

Here, we have chosen “Bulk upload For Form 1095-C” as an example. To learn how to input your data for ACA forms manually, visit here.

Step 5: Click “Download Template” to download our template in Excel Format. Enter the required details, and upload it back to the TaxBandits.

Step 6: After uploading, you can preview the 1095 information of the first 5 employees you provided. When you are ready to proceed, click "Import employees."

Step 7: The uploaded file will then be audited for errors from our end. Fix errors, if any, and click “Continue" when there are no errors.

TaxBandits provides you with the option to mark this Form 1094 as ‘Authoritative Transmittal’ if required and proceed to the next page by clicking “Save and Continue.”
Note: You should mark at least one of the 1094 forms you file as an Authoritative transmittal as per the IRS.

Step 8: Based on the details you provide, our system automatically generates your 1094 form. You have the option to access the preview of the form if needed. Click 'Continue' to proceed.

Few states require individual ACA reporting with state agencies. Based on the data you have provided, our system indicates your state filing requirement. Click ‘Continue’ to proceed with the filing.