Creating a 1095-C template spreadsheet

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We recommend that you use the 1095-C export feature to generate a template spreadsheet with basic employee information. The format of this spreadsheet matches the industry standard for reporting 1095-C information, so your clients' health care providers will be familiar with this format. Once the employees' 1095-C information has been added to the spreadsheet, you can import this data into Accounting CS via the 1095-C spreadsheet import.

Follow the steps below to create and export 1095-C template spreadsheets for your clients.

Note: The application saves the template spreadsheet to the Virtual Office CS server. You can download the file to your local computer by choosing File > Copy Files. For more information, see Copying files and folders from the Virtual Office CS server.

  1. Choose File > Export > 1095-C Data to open the Export 1095-C Data screen.
  2. Mark the checkbox for each client for which you want to export a template spreadsheet.
  3. If necessary, click the Ellipsis button in the Client Options column to specify filtering and sorting options for the employees. Click OK when finished.
  4. Click the Export button.

Using a blank template spreadsheet

You can also download a blank template spreadsheet. This template spreadsheet contains the same columns as the template spreadsheet available via export; however, the spreadsheet is not populated with employee data from any of your clients.

Download the 1095-C employee template spreadsheet.

Note: Within the template spreadsheet, you can view additional data-entry details for some columns. To do so, hover your cursor over the column headers displaying a red flag Excel comment flag in the corner.

See also:

Affordable Care Act reporting

Spreadsheet import - Form 1095-C

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