Affordable Care Act (ACA) Year-End reporting

  1. ACA Reporting Structure: Determine if the Payroll Report Entity (PR09) Structure is representative of your organization’s ACA Reporting requirements. If a different structure is needed, then a benefit reporting structure can be created.

    See KB1675725: How do I setup ACA Year-End ALE Member (BN00.7)

  2. Aggregated ALE Group Reporting: Determine whether your organization must report for an Aggregated ALE Group. If an ALE Group is required.

    See KB1675978: How do I setup ACA Year-End ALE Group (BN00.8)

  3. Create ACA IRS Codes (BN99) employee ACA data based on the option for running ACA IRS Codes Processing (BN990): Select one of the run options on BN990.

    See KB1675095: What is the ACA IRS Codes Processing Logic (BN990)

    See KB1675724: How do I process hours for determining Report Entity

    • Option 1: Create the 1095 Form data using ACA Offers, Benefit Enrollments and ACA Measurement Assessment records.

      See KB1675088: How do I run ACA IRS Codes Processing using ACA Offers, Benefit Enrollments, and Measurement Assessment records for 1095-C forms

    • Option 2: Create the 1095 Form data using ACA Benefit Enrollments records.

      See KB1675092: How do I run ACA IRS Codes Processing using Benefit Enrollments Only for 1095-C forms

      See KB1675094: How do I run ACA IRS Codes Processing for 1095-B data

  4. Validate Employee’s ACA IRS Codes records.

    See KB1675096: How do I access an employee’s ACA IRS Codes (BN99)

  5. COBRA/Retiree Processing (optional).

    See KB1679901: What is the ACA COBRA IRS Codes Processing Logic (BN991)

    KB1679906: Where do I add a COBRA/Retiree Process Level for ACA Processing

    KB1679907: How do I process COBRA/Retirees for ACA Year End Reporting

  6. ACA Resources Processing for individuals not stored in HRM (optional).
    1. Use Conversion program.

      See KB1675727: How do I import an ACA Resource (BN597)

    2. View/Edit an ACA Resource (BN95.1).

      See KB1675729: How do I access an ACA Resource

    3. ACA Resource Year End Processing.

      See KB1675732: How do I process Resources for ACA Year End Reporting

  7. Validate ACA Data

    Use ACA IRS Codes (BN99.1), ACA Report Entity IRS Codes (BN99.2), ACA IRS Codes by Type (BN99.3), and ACA Resources (BN95).

    See KB1675097: How do I access ACA Employee Data (BN99)

    See KB1675729: How do I access an ACA Resource?

  8. Process ACA Overrides and Setup Year End Parameter Data needed for ACA Regulatory Reporting (BN297) and ACA XML File Creation (BN299).

    • Use ACA Year-End Reporting Entity (BN27.1) and Employee (BN27.2).

      See KB1675730:Where do I specify ACA Employer and Employee Year-End Parameters

      See KB1688719: How do I process ACA Employer and Employee Year-End Parameters

    • Use Conversion program.

      See KB1685485: How do I import ACA Year-End Parameters (BN27.1 or BN27.2) using ACA Override Upload (BN527)*

  9. Validate ACA Override Data

    Use ACA IRS Codes Overrides (BN99.6) and ACA Covered Individual Overrides (BN96).

    See KB1691361: How do I use ACA Covered Individual Overrides (BN96).

  10. Set up ACA Regulatory Reporting (BN297).

    See KB1675731: How do I process ACA Regulatory Reporting

  11. ACA IRS Test Communication Scenario.

    See KB1827831: How do I setup an IRS Test Communication Scenario for B forms

    See KB1827828: How do I setup an IRS Test Communication Scenario for C forms

  12. Determine employee counts needed for 1094-C (Part III – ALE Member Information Monthly).

    See KB1827848: How do I determine ACA Employee Counts for 1094-C using ACA Monthly Counts Report (BN255)

  13. Specify Employer Year End Parameters.

    See KB1694174: How do the ACA Year End Parameters found on BN297, BN299 and BN27 map to 1094 and 1095 forms. Attachments:

    • How is ACA 1094-B and 1095-B data mapped by BN299 processing

    • How is ACA 1094-C and 1095-C data mapped by BN299 processing

    • KB1694174: YE Parameters Mappings

  14. Create the ACA XML File using ACA XML File Creation (BN299).

    See KB1679937: How do I create an ACA XML File for IRS transmission

  15. Transmit XML File to the IRS. Before doing this step verify that your ACA data is complete and up to date so that you will not need to do corrections and replacements.
  16. Update the IRS Receipt ID to the Final Submission XML Data.

    See KB1827845: How do I update the Final Submission XML Data with the IRS Receipt ID

  17. Delete ACA Measurement Assessment Data. Use ACA Measurement Delete (BN349)

    See KB1959540: How do I delete employee’s measurement assessment data