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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.

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.

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 will not impact the import or export of the spreadsheet. Show me.

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.

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