Spreadsheet import - Form 1095-C

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The Spreadsheet Import Wizard enables you to import 1095-C information from a spreadsheet using .XLS or .XLSX file format.

Note: You can use this method to import 1095-C information for existing employees only. You cannot add new employees via this import.

Creating the 1095-C spreadsheet to be imported

Although you can create your own spreadsheet to import 1095-C information for your clients’ employees, we recommend that you use the 1095-C template spreadsheet that we have made available for export. The 1095-C template spreadsheet exports from Accounting CS populated with basic employee information that is formatted to match the Sample 1095-C template available in the 1095-C spreadsheet import dialog.

For more information about this process, see Creating a 1095-C template spreadsheet.

Entering information in the spreadsheet

Whether you are using the 1095-C template spreadsheet or creating your own, you will need to follow these important formatting requirements to enter data in the spreadsheet to ensure a successful import of 1095-C information into Accounting CS.

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Importing 1095-C information

To import 1095-C information into Accounting CS, follow these steps.

Note: The imported 1095-C information will overwrite any existing 1095-C information that exists for the client in Accounting CS.

Selecting the source file

  1. Choose File > Import > Spreadsheet.
  2. In the Spreadsheet Import Wizard Source Data screen, select the appropriate client from the Client name field.
  3. Select 1095-C from the drop-down list in the Data type field.
  4. In the Import File section, click the Browse button to navigate to the spreadsheet file to import and click Open, or enter the path and filename.
  5. Select the worksheet within the spreadsheet file to import.
  6. In the Data Year section, choose whether to import current or prior year data.
  7. Click Next to open the Column Mapping screen to map spreadsheet columns to specific data fields.

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Mapping spreadsheet columns

Use this screen to map the spreadsheet columns to specific data fields in Accounting CS.

  1. If you are using a 1095-C Import Template spreadsheet, select Sample 1095-C from the Template drop-down list, click Next, and then skip to step 10.
  2. If the spreadsheet includes column headings or other rows of data that should not be imported, mark the checkbox in the Omit row column for that row. The application will not validate or import data in that row
  3. For each column, click the column heading in the grid, and then select the applicable mapping item from the drop-down list in the Column <x> field above the grid.
    Mapping item Additional info Additional info 2 Required?
    Employee ID Either Employee ID or Last Name and SSN must be mapped.
    First Name --
    Middle Name --
    Last Name Either Employee ID or Last Name and SSN must be mapped.
    Suffix --
    SSN/EIN Either Employee ID or Last Name and SSN must be mapped.
    Part II: Employee Offer And Coverage Box 14: Offer of Coverage Code

    Box 15: Employee Share of Lowest Cost Monthly Premium

    Box 16: Applicable Section 4980H Safe Harbor Code
    <Month> or
    All 12 Months
    <Month> or
    All 12 Months
    <Month> or
    All 12 Months
    --
    --
    --
    --
    --
    --
    Part III: Covered Individuals Covered Individual First Name
    Covered Individual Last Name
    Covered Individual Suffix
    Covered Individual SSN
    Covered Individual DOB
    Employer Provided Self Insured Coverage Indicator
    Covered Individual Months







    <Month> or
    All 12 Months
    --
    --
    --
    --
    --
    --
    --
    --
  4. When you have completed mapping the data, click Next.
  5. The application validates the spreadsheet data and highlights any invalid items. If necessary, correct the data and then click Next.

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Reviewing import diagnostics

Once the import process is complete, review the Import Diagnostics screen for any exceptions. To print a list of the import diagnostics, click the Print button.

After reviewing the import diagnostics, click the Finish button to close the Spreadsheet Import Wizard.

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Related topics

Affordable Care Act reporting

Spreadsheet import overview

Creating a 1095-C template spreadsheet

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