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ACA Software ez1095: How to Import 1095C Data from a Spreadsheet

ez1095 ACA software makes it easy to file ACA form 1095C and 1094C. Here is the step by step guide to import 1095C data from .cvs file. ez1095 supports quick data import feature to help customers file forms easily and quickly.
Other data import options:
  • How to import data from XML efile documents
  • How to roll forward last year's data



  • Data Files

    You can download the sample data file in step 2. We would like to suggest you test with our sample data files if you are a new client.

    If your data is in Excel file, you can convert your file to .csv file easily

    How to convert Excel to .csv file

  • Clicking Excel file top menu "File", then click "Save As"
  • Then save file as .csv (comma delimited) file.

    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 the free trial version to test drive the import feature.
    1095 software ez1095 software can prepare, print and e-file forms 1095-B, 1094-B, 1095-C and 1094-C ACA forms. You are welcome to download the trial version for free, with no registration needed and no obligation.

    ez1095 2018 is available for 2019 tax season!

    This ACA form 1095 printing software is compatible with Windows 10, 8.1, 8, 7, Vista and other Windows system, 32-bit or 64-bit.

    1095 free download     purchase 1095 software

    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.

    1095 software shortcut

    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

    ez1095 set up company

    Step 2: Download the Sample Data Files (optional)

    We would like to suggest you download the sample data file if you are not familiar with this import feature. After you import data from the sample files successfully, you can follow the templates to build your data files easily.

    2.1 You can download the file and save them to your local folder. You need to unzip them. Please refer to the above video for more details. Or you can contact us to receive the files by email.

    https://www.halfpricesoft.com/aca-1095/aca_sample_files_1095C.zip

    2.2 After you unzip the file, you will see two sample data files in the folder.

    1095 sample data file

    Step 3: Clear Form List (Optional)

    If you have test data in Form list, please remove it first.

    ez1095 remove 1095 c Form

    Step 4: Import 1095-C Data

    You should Import 1095-C Data BEFORE import 1095-C covered individuals data

    Click the top menu "Import" then click the sub menu "Import 1095C Data" to view data import screen. You can follow the guide on form to import data.

  • Step 4.1: select the data file
    If the data file is opened by other application (ie: Excel) now, please close it first. You can not open the same file with two applications at the same time.

  • Step 4.2: Map the data. You need to map all the fields one by one. Or if you saved data map before, you can choose a saved mapping to save time.

  • Step 4.3: If you need to import data for Part II on 1095C form, do not forget to click the second tab "1095C Data part II" to map data for box 14, 15, 16.

  • Step 4.4: Click "Test Parse" button

  • Step 4.5: Click the "Import" button if there is no error in step 4.

  • Step 4.6: You can click "Save Mapping" button to save your mapping for future use.


  • ez1095 software import menu

    1095 sample data file

    import 1095-C form list
    Click to view larger image

    import 1095-C form list
    Click to view larger image

    Step 5: Import 1095-C covered individuals

    Click the top menu "Import" then click the sub menu "Import 1095C Covered Individual" to view data import screen. You can follow the guide on form to import data.
  • Step 5.1: select the data file
    If the data file is opened by other application (ie: Excel) now, please close it first. You can not open the same file with two applications at the same time.

  • Step 5.2: Map the data. You need to map all the fields one by one. Or if you saved data map before, you can choose a saved mapping to save time.

  • Step 5.3: Click "Test Parse" button

  • Step 5.4: Click the "Import" button if there is no error in step 4.

  • Step 5.5: You can click "Save Mapping" button to save your mapping for future use.

  • 1095 sample data file

    field d e data
    Click to view larger image

    import 1095-C covered individuals
    Click to view larger image

    Step 6: Review, Edit and Print Forms

    6.1 Print Forms for employees

    After you import data, you can click the top menu "Current Company" then "Form 1095-C" to view the form list. Please do not forget to click the "Refresh List" button.

    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

    refresh 1095-C form list

    6.2 Review and update Form 1094-C before mailing or efiling forms to IRS

    1094-C menu


    Trouble Shooting

  • Q1. Cannot import data from file or file with bad data
  • Answer:
    1.1 Please test with our sample data file.
    1.2 Add some rows of your data and test import function again.
    1.3 Repeat step 1.2 until you find the bad data.

  • Q2. Why I cannot see any data from 1095C list after I import data successfully.
  • Answer: Please click the "Refresh List" to view the new data.

  • Q3: I imported the data, but Part II fields are blank when I view Form 1095-C.
  • Answer: Please double check step 4.3 in above guide and make sure you import the data for box 14, 15, 16.


            

    Related Links

  • 1. How to Print Form 1095-B and 1094-B

  • 2. How to Print Form 1095-C and 1094-C

  • 3. How to Import Data

  • 4. How to print forms in PDF format

  • 5. How to eFile ACA forms?

  • 6. Network printing (Multiple-user version)

  • 7. How to generate test scenarios EFiles?

  • 8. How to validate XML files before submitting to IRS?

  • 9. How to file 1095 and 1094 correction?

  • 10. How to efile 1095 and 1094 replacement?



  • Other Forms

  • How to print form W-2
  • How to efile form W-2

  • How to print form 1099
  • How to efile form 1099