ACA Software ez1095: How to Import 1095B Data from Spreadsheet
(With sample 1095-B data files for quick testing)
With ez1095 ACA software, you can import bulk data from spreadsheets and file ACA form 1095B and 1094B easily and quickly. Here are the step by step guide and toubleshooting guide.
Step 1: Start ez1095 Software and Enter Company Information
1.1 Start ez1095 software.
If you have not purchased and installed ez1095 software, you are welcome to download and test drive the free Trial version with no obligation.
From $295
Securely File 1095 & 1094 ACA Forms In-House
ez1095: IRS Approved. Trusted By Thousands.
Prepare, print, PDF print and e-file 1095-B, 1094-B, 1095-C and 1094-C ACA forms
Unlimited accounts. Unlimited forms.
For 2016 to 2024 tax seasons.
For both federal and states.
Try free DEMO today. No obligation. No credit card required. No risk.
ez1095 is compatible with Windows 11, 10, 8.1, 8, 7, and other Windows system, 32-bit or 64-bit.
After you installed the ez1095 software, you will see a new shortcut created on desktop. You can double click this shortcut to start ez1095 software.
If you are using the trial version of ez1095 software, you will see the key input pop up screen. You can enter the key code here or click the "TRY DEMO Version" to try this software for free. (Note: The trial version will print TRIAL image on forms.)
1.2 Set up your company before you import the 1095 form data
Step 2: Download Sample Data Files (optional)
We would like to suggest you download the sample data file. So you can follow the templates to build your data files easily.
You can download the file and save them to your local folder. You need to unzip them first. If you cannot unzip files, please feel free to contact us. We can email you the test files.
ez1095 can import data from .csv file. If you have data in Excel format, you can convert your file to .csv file easily
Clicking Excel file top menu "File", then click "Save As"
Then save file as .csv (comma delimited) file.
Step 3: Clear Form List (Optional)
You can click ez1095 top menu "Current Company" then "Form 1095-B" to view 1095B list. If you have test data in the list, please remove it.
Step 4: Import 1095-B Data
You must Import 1095-B Data BEFORE importing 1095-B covered individuals data.
- Click the top menu "Import" to access data import feature
- Click the sub menu "Import 1095B Data", and then follow the guide on form to import data.
Click to view larger image
Step 5: After you import 1095B data in step 4, you can import 1095-B covered individuals.
Note: Please follow IRS 1095B guide. If you do not need to fill in coverage information for one employee, do not import this employee and the family member data in this step. (For example: your company has 500 employees, you may need to report the coverage information for 200 employees only.)
Click to view larger image
Click to view larger image
Click to view larger image
Step 6: Review, Edit, Print and File Forms
6.1 Refresh 1095-B form list
After you import data, you can click the top menu "Current Company" then "Form 1095-B" to view the form list. Please do not forget to click the "Refresh List" button.
6.2 Review, update and print 1095 ACA Forms for employees
You can select one form from list to review the data, edit form, print form or generate efile document. More information can be found from Quick Start Guide
6.3 Review and update Form 1094-B before mailing or efiling 1095B & 1094B forms to IRS
Troubleshooting
Q1. Why I cannot see any data from 1095B list after I import data successfully.
Answer: Please click the "Refresh List" to view the new data.
Q2. Cannot import data from file or file with bad data
Answer:
1.1 Please test with our sample data file (Please follow the step 2 in this guide).
1.2 If there is no error with the test data, you can add some rows of your data to the .csv file and test import function again.
1.3 Repeat step 1.2 until you find the bad data.
Product
