TaxBandits Knowledge Base

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How to bulk upload my 1095 form data?

To bulk e-file your Form 1095-C on TaxBandits, follow these simple steps:

Step 1: Sign in to your TaxBandits account.

Step 2: Click ‘Start New Form' on the ACA dashboard and choose ‘1094-C & 1095-C’.

Step 3: Select ‘Form 1094-C & 1095-C’ to e-file for the current tax year, or choose to file for up to two previous tax years.

Step 4: Click ‘Add New Employer’ to enter employer details. If the employer details are already in the address book, select ‘Select Employer From Address Book’ to retrieve the information.

Step 5: On the bulk import page, you can download the template, fill it out with your data, and upload the completed Excel file to proceed.

Step 6: Preview the records from your uploaded file, then click ‘Continue to Process.’

Step 7: On the next page, the forms ready for filing will be listed. You can view and edit each form, as well as delete an employee in the ‘Actions’ column. If any errors are found, you can address them in the ‘Errors’ tab, export the list to fix the errors, and upload the corrected file back.

Step 8: In the federal filing tab, all employee details will be displayed. Here, you can edit email addresses, view and edit forms, delete employees, and generate draft copies of the 1095-C. You can also access the 1094-C form. Then, click ‘Continue to State’ to view your state information.

Note: Not all states require filing copies with the state. Certain states, including CA, DC, MA, NJ, and RI, require employers to e-file copies of their employees' Form 1095 with the state agency.

Step 9: Select the type of form you want to be distributed, and continue. TaxBandits provides you with four options to send recipient copies:

Postal Mailing - We will print and deliver copies of the form to the recipients via postal mail.
BanditShare (Online Access) - The recipients will be granted access to a secure online portal to view and download their form copies.
Advanced Distribution - Customize how many recipients receive postal mail or online access based on your needs.

If you prefer to manage the form distribution on your own, choose 'I will print and distribute myself' and proceed further.