Bulk Upload Data Entry — 0726 Publ 5884 (PDF)

Some credits may require registration of a substantial number of facilities/properties. Facility/property information for the following credits can be input into a spreadsheet template for bulk upload in a single step:

Section 30C – Alternative Fuel Refueling Property Credit
Section 45 – Renewable Electricity Production Credit
Section 45Y – Clean Electricity Production Credit
Section 45W – Commercial Clean Vehicle Credit
Section 48 – Energy Credit
Section 48E – Clean Electricity Investment Credit

When bulk upload and manual entry are available options, the facility/property information data collection starting point will appear, with options to select “BULK UPLOAD,” or manual “ADD FACILITY/PROPERTY.”

Download the facility template. Enter the information required in the spreadsheet fields. Save (and retain) the file and then upload it by following the screen instructions. Drag and drop the template file into the upload box or select the template file to upload.

After the spreadsheet is uploaded, it will be evaluated for omissions and errors in formatting. Errors identified in the format review will be identified by spreadsheet row and column heading.

When errors are identified at this step, you must return to the spreadsheet file saved to your computer. Open the spreadsheet file and correct the errors identified. Then, you must upload the corrected file using the upload feature below the roster of errors. The corrected file will replace the original upload, as well as any facilities/ properties that may have been added manually. Therefore, if you must re-upload a spreadsheet file, you must include any manually added facilities/properties for them to remain in the registration submission.

Entries from a spreadsheet that has passed data validation will populate the fields in the registration tool. Once this occurs, you can edit or update information for each facility/ property by expanding the facility/property panel and selecting the “edit” function.

Multiple bulk uploads are allowed, whether at the time of original registration or as an amendment to an existing registration. For subsequent bulk uploads:

Newly added properties/facilities must have a unique identifier in Column A.
Previously added properties (manual or from a prior bulk upload), can be amended by entering the unique facility/property identifier in Column A and providing all property/facility data with changes.