Historical Schedule A Workbooks

  • Download the Schedule A Excel Workbook using the link below.
  • Read the instructions tab of the workbook, before completing the schedule.
  • To avoid errors, a new download of the Schedule A Excel Workbook should be done for each reporting period.
  • For additional help with this process, please see our video, How To File Schedule A Using The Upload Feature.

Find the correct historical Schedule A Excel Workbook for your filing period, using the links below.