Steps for ACA Year-End reporting solutions
Use these steps for the Affordable Care Act (ACA) Year End reporting solution:
-
Report Entity Structure: Does the Payroll Report Entity (PR09) structure represent how your organization will do ACA Reporting? If a different structure is required, you must create a benefit-specific reporting structure for ACA Year End Processing.
To create a benefit-specific reporting structure, see ACA Year-End ALE Member (BN00.7)
-
Aggregated ALE Group Reporting: Does your organization need to report for an Aggregated ALE Group?
To report for an Aggregated ALE Group, see ACA Year-End ALE Group (BN00.8)
-
Run one of these Options for ACA IRS Codes Processing (BN990):
-
Option 1: Create the 1095 Form data using ACA Offers, Benefit Enrollments and ACA Measurement Assessment records.
-
Option 2: Create the 1095-C or 1095-B Form data using ACA Benefit Enrollments records only.
-
- Employee’s ACA IRS Codes records (BN99).
- COBRA and Retiree Processing (BN991), optional.
-
Create ACA Resources for individuals not stored in HRM, optional.
- Use Conversion program (BN597).
- View/Edit an ACA Resource (BN95.1).
-
Year-End Parameters (BN27).
- Use ACA Year-End Employer (BN27.1) and Employee (BN27.2).
- View the ACA Year-End Parameters (BN227).
- Set up your ACA Regulatory Reporting (BN297).
- Create the ACA XML file using ACA File Creation (BN299).