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Am I using the most current version of the 1095 and/or 1094 Excel import file?

Views: 559 Created: 2017-11-22 09:10 Last Updated: 2017-12-20 17:23

SYMPTOM

Am I using the most current Excel import template for my 2017 tax year 1095 and/or 1094 form(s)?

SOLUTION

Note: If you received the pre-release version of the 2017 tax year 1095 and/or 1094 import template, that template cannot be imported into Yearli until December 2017.

Each Excel import template contains a version number on the Home tab.  This number will identify what version of the import file is being used.  Locate the chart below that corresponds to the form type you are importing.  The most current version of the Excel template will be listed in the first row of the chat.  Also included are the release date and a listing of any changes that are included in the new template file.

1095-C Excel Import File

Version Number Release DateChanges
 Version 3.0November 2017Initial beta release of import template
 Version 3.1December 2017Initial release of live import template



 

1094-C Excel Import File

Version NumberRelease DateChanges
Version 3.0November 2017Initial beta release of import template 
Version 3.1December 2017Initial release of live import template


  

1095-B Excel Import File

Version NumberRelease DateChanges
 Version 3.0November 2017Initial beta release of import template
 Version 3.1December 2017Initial release of live import template





If you need to download an updated version of the import template, you can do so by:

  1. Open Yearli Desktop.
  2. Select the Import Data button the dashboard.
  3. Choose Import via Excel.
  4. Select the appropriate 1095 or 1094 form.
  5. Click OK.
  6. Choose the Excel Template and Instructions link.

APPLIES TO

  • Yearli Desktop 2017