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Prepare forms 1094-C and 1095-C
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This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms,Import

Create a 1095-C template spreadsheet

We recommend you use the 1095-C export feature to create a template spreadsheet with basic employee information. The format of this spreadsheet matches the industry standard for reporting 1095-C information. Once the employees' 1095-C information is added to the spreadsheet, you can import this data into Accounting CS via the 1095-C spreadsheet import.
Follow these steps to create and export 1095-C template spreadsheets for your clients.
  1. Select
    File
    ,
    Export
    , then
    1095-C Data
    .
  2. Mark the checkbox for each client you want to export a template spreadsheet for.
    tip
    Select Options in the Client Options column to use filter and sort options for employees. Select
    OK
     when finished.
  3. Select
    Export
    .
note
  • The Electronic Statement Consent Indicator column and the Employee Detail Indicator column are included only for reference for the spreadsheet preparer. Leaving these columns blank won't impact the import or export of the spreadsheet.
  • Accounting CS saves each template spreadsheet to the location specified in the
    Export to
     field of the Export 1095-C Data screen. To specify a different location, select
    Setup
    ,
    File Locations
    , the
    File Creation
     tab, and change the location in the
    1095-C Data
     field.
  • The file exports to the Y:Drive/AccountingCS data folder if your firm uses Virtual Office CS or software as a service (SaaS). To download the file to your computer, select
    File
    , then
    Copy Files
    .

Alternate template spreadsheet options

While we recommend using the 1095-C export feature to create a template spreadsheet, you can also use the following options.
Create a custom template spreadsheet
You can create a customized template spreadsheet using the Employee List 1095-C report. You can import this report and customize it in Report Designer. When you're finished, export it from the Print Reports screen to an XLS file.
Use a blank template spreadsheet
You can also use this blank template spreadsheet. This template spreadsheet contains the same columns as the template spreadsheet available via export.
note
To display additional data entry details for some columns in the template spreadsheet, hover over a column header that has a red flag in the corner.

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