1095 Reports Option

The 1095 Reports option allows you to generate a 1095 report for all employees and covered individuals. This report contains employee coverage information, warnings, and other information contained on the 1095 form. You can run the report with or without information on the employees' dependents. A second report will also be automatically run containing individuals aged 26 and over, as well as any monthly coverage errors.

The initial report may be used to display information in the 1095 file and help determine if an employee has covered individuals who may no longer qualify for coverage because of their age. If the "Include Covered Individuals" box is selected, you can specify if they should be age 26 and over or age 26 and 27 only.

There are two additional reports to assist customers in validating and verifying their 1095 data.

The ACA Safe Harbor Validation may be run if W2s exist for the selected ACA Tax Year. It will provide information about whether the cost of healthcare for the employee (only) is less than 9.5% of the employee's W2 Box 1 amount, and also less than 9.5% of the Federal Poverty level.

The ACA Hours Validation report may be run for exceptions only or for all 1095 forms (except non-employees) to display situations where 1095 should have been created for full-time employees working 130+ hours in a month. It will also note when the employee works less than 130 hours/month but has a 1095 record.

Selections for these reports include Tax Year, Benefit Group, Department, Control Number, and Employee Number. You may also display all result messages or just display the exceptions. The reports may be sorted by SSN or Last Name. This report may be outputted to Excel.

Note

Responsible Individuals who have a 1095 but are NOT employees will not be included in this report.
This option is accessed through:

Menu Path: Human Resources >Periodic Routines > Affordable Care Act > 1095 Reports

Steps to Take on this Page

1. Run a 1095 report, which will show you information for all employees and/or covered individuals for the selected criteria.

2. Run a 1095 Covered Individuals Age and Error report for the selected criteria to view individuals approaching the age at which they should no longer be covered. This report will also show individuals who have the All 12 Months checkbox selected as well as individual month checkboxes selected, which should be corrected.

Generating the 1095 Report

1. Access the ACA 1095 Report page through:
   Menu Path: Human Resources >Periodic Routines > Affordable Care Act > 1095 Reports

2. In the ACA 1095 Report Selection Administration sec’s Department code is displayed on the report. You can only select one department.

3. In the Control Number field, you can select a control number to display on the report.

4. In the Employee Number field, you can enter an employee number to include on the report. You can use the Lookup to display an Employee Lookup page and select an employee using search criteria.

5. If you wish to display information for covered individuals on the report, select the Include Covered Individuals checkbox. If you only want employee information on the report, leave the checkbox blank.

6. In the ACA 1095 Report Sort Option section, use the radio buttons to select whether you would like the report sorted by the employee's Social Security Number or alphabetically by last name.

7. In the ACA 1095 Age/Month Coverage Option section, use the radio buttons to determine the information on the ACA 1095 Covered Individuals Age and Error report.

   • Select Covered individuals 26 and over to include covered individuals over 26 and their type of coverage.

   • Select Covered individuals 26-27 to view only covered individuals who are age 26 or 27 and their type of coverage within the selection criteria. This option is for your organization to view individuals who may no longer be covered due to their age.

8. Once you have entered your report criteria, select OK to run the reports.

9. A Print page for the ACA 1095 Listing - Employee Only Report will be displayed. Select a print destination and then click OK.

10. If you have the security to view Social Security Numbers, a confirmation will appear asking if you want to print full Social Security numbers on the report. If you select Yes, the full SSNs will display on the report. If you select No, the SSNs on the report will be masked.

11. The Processing window will display.

12. Once the ACA 1095 Listing report has been completed, a second Print page will display the ACA 1095 Covered Individuals Age and Error Report. Select a print destination and then click OK.

13. If you have the security to view Social Security Numbers, a confirmation will appear asking if you want to print full Social Security numbers on the report. If you select Yes, the full SSNs will display on the report. If you select No, the SSNs on the report will be masked.

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