1095-C Reports Option

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

The initial report may be used to display information in the 1095-C 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-C 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-C forms (except non-Employees), to display situations where a 1095-C 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-C record.

Selectives 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-C 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-C Reports

Steps to Take on this Page

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

2. Run a 1095-C Covered Individuals Age and Error report, for the selected criteria, to view individuals or are 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-C Report

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

2. In the ACA 1095-C Report Selection Administration section, enter your report criteria. All of the fields are optional, depending on the information you want to include on your report.

3. In the Tax Year field, you can enter a tax year to run the report for. You can only select one year.

4. In the Job Class field, you can select a job class code to display on the report. You can only select one job class.

5. In the Department field, you can select an employee Department code to display on the report. You can only select one department.

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

7. 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.

8. 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.

9. In the ACA 1095-C 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.

10. In the ACA 1095-C Age/Month Coverage Option section, use the radio buttons to determine the information on the ACA 1095-C 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.

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

12. A Print page for the ACA 1095-C Listing - Employee Only Report will display. 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.

14. The Processing window will display.

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

16. 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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