Creating IRS employer reporting

Once your system has been configured for IRS reporting, complete these steps to create an XML file for employer reporting according to IRS instructions. See System configuration for IRS reporting.

  1. Select Benefits > Reports > ACA > IRS XML File.
  2. Click Create IRS File.
  3. Specify this information:
    Submission Type
    Select B Report to submit the 1094/1095-B or C Report to submit the 1094/1095-C to the IRS.
    Reporting Year
    Select the reporting year to submit to the IRS.
    Prior Reporting Year
    Select Yes if reporting for the prior year, otherwise select No.
    IRS Test
    Select if creating a test XML file. This requires the set up of the test data within the system.
    ALE Member
    To create a print file for only one ALE Member, select the ALE Member.
    Manifest Information
    Authoritative Transmittal
    ALE Group Transmitter Information
    Select ALE Member Group
    Corrections Information Submitted Report
    If you are resubmitting a report with corrections, select the IRS Receipt ID to specify which submittal you are correcting.
    Changes to an employee’s or dependent's identification number, birth date, or name use the effective date of the change to determine if a processed record from ACA IRS needs to be placed into the Pending Status. The ACA IRS record needs to be in status = Processed and there needs to be an associated transmission record with an IRS Receipt ID. If the effective date is on or before a reporting year end then the status is Change Pending. The dependent must be a covered individual on the ACA IRS record.
    Name, identification number, or birth date changes for a COBRA Participant, ACA Resource, or their dependents must be manually identified for corrections. Changes made directly on an ACA IRS record that is in Processed status will change the status to Changing Pending. Correction reports examples are changes to Offer Codes, Cost, or Safe Harbor codes.
    Replacement Information Submitted Reported
    If you are replacing a previously submitted report, select the IRS Receipt ID to specify which submittal you are replacing. Use this when the IRS rejects the entire submittal.
  4. Click Submit.
  5. To submit the file, follow directions provided by the IRS at https://www.irs.gov/for-tax-pros/software-developers/information-returns/affordable-care-act-information-return-air-program.
  6. After the IRS issues a receipt, either for a new submittal, or a correction or replacement submittal, select Benefits > Reporting > ACA > IRS XML File > IRS Submittals and specify the Receipt ID from the IRS.