Set Up Tasks for 1095-C Filing

This is a quick-reference list of the tasks your organization will need to complete to prepare the 1095-C for filing. While some tasks can be completed in a different order, the list is in the order that will make the most sense for the flow of the process.

Assign security resources for ACA reporting to appropriate staff.
Update Offer Code(s) for Waived deduction in ACA Hours Tracking > Benefit Status table.
Create Employer records using Employer Set up for one or more control groups.
Set up Benefit Groups.
Create 1095-C records using one of the three methods. For details on prerequisites for these methods, refer below.
Review User Security Resources Code access to ACA Reporting and assign resources to users as needed.
Update Waived (Declined Coverage) deduction records in the ACA Hours Tracking Benefits Status table with appropriate Offer Code(s).

Note

Do not purge old payruns at fiscal or calendar year end. This information is used when loading ACA Hours.

There are also prerequisite tasks your organization will want to perform based on the method you are using to create the 1095-C workfile.

If using the Check History method:

Ensure your organization has an accurate check history. The system will look to see if an employee received a paycheck or has an employee record associated with one of these deduction codes associated with that group.
On the Employer Setup record for the selected tax year and control number, the Use Deduction Benefits Date and Use Benefits Module checkboxes are blank.
Do not purge check history.

If using the Deduction Method:

Ensure that the Benefit Effective Date and Deduction Stop Date fields in employee medical deduction records have a value and are accurate. (Menu Path: Human Resources > Entry & Processing > Employee > Employee Information or Employee Deductions).
On the Employer record for the selected tax year and control number, the Use Deduction Benefits Date checkbox is selected.

If using the Benefits Module method:

Your organization has the Employee Benefits System.
The Benefits checkbox on the Human Resources Profile is selected: (Menu Path: System Administration > Administration > Profiles > Human Resources Profile).
On the Employer record for the selected tax year and control number, the Use Benefits Module checkbox is selected.

Note
Your organization may use a combination of methods to create your data, using a different control number and employer set up for each group. However, be careful not to create multiple 1095-C forms for a single individual.