ACA Regulatory Reporting
Use the ACA Regulatory Reporting (BN297) to create employee’s ACA data in a CSV file format for regulatory reporting of 1095 forms. Use the Report Option parameter to specify which ACA 1095 form data is created.
- Access ACA Regulatory Reporting (BN297).
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Use the Selection tab to filter you employee population by Company or Report Entity Process Level for the specific ACA Regulatory Year.
- Type Option
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Select the Type for reporting. Employee, Retiree, COBRA, Resource, All.
- Report Option
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Select which 1095 form data is created.
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On the Options tab, specify this information:
- Path Override
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Specify an override path for the CSV file than the default.
- CSV File
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Specify a file name.
- Sort
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Specify the sort order.
- Employee Sequence
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Select order in which to report the ACA data. Use this field in conjunction with the Sort field.
- Employee Group
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Filter on employee group.
- Employee Range
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Select a range of employees.
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When creating data for a 1095-B form, parameters can be specified at job level on the 1095-B tab. If left blank, then the information from the ACA Year-End Parameters (BN27.1) is used.
- Origin Policy
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Select Origin of Policy. Look to IRS Regulations for interpretation.
- Name
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Specify the name of the issuer.
- EIN
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Specify the issue EIN.
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On the 1095-C tab, specify Contact information. If left blank, then the information from ACA Year-End Parameters is used.
- Plan Start Month
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Specify the month when the benefit plan starts. This field is alphanumeric. 01-12
- Submit the job.