ACA Regulatory Reporting (BN297)

Run ACA Regulatory Reporting (BN297) to create the ACA 1095-B and 1095-C CSV files. Use the Selection criteria to filter your employee population by Company or Report Entity Process Level for the specific ACA Regulatory Year. Select the type for reporting: Employee, Retiree, COBRA, Resource or All and which report data to create using the Report Option.

Use the Options tab to select these, if applicable:
  • Path Override Enter an override path for the CSV file than the default.
  • CSV File Enter a CSV file name.
  • Sort Select a value to determine the sort.
  • Employee Sequence Select the employee sequence in which the ACA information is printed. Use this field in conjunction with the Sort field.
    • A = Alpha
    • N = Number
    • S = SSN
  • Employee Group - Select an employee group for reporting.
  • Employee Range - Select an employee range for reporting.

BN990 creates records with E in the Offer Codes and/or Safe Harbor Codes based on missing data. When generating BN297 and BN299, these E records will be displayed as BLANK, since the IRS does not allow for E.

BN990 creates records with E in the Offer Codes and/or Safe Harbor Codes based on missing data. When generating BN297 and BN299, these E records will be displayed as BLANK, since the IRS does not allow for E.

If creating data for the 1095-B Form, enter Policy Origin and Issuer Coverage Provider for reporting. If left blank, they will default from the ACA Year-End Parameters (BN27).

If creating data for the 1095-C Form, a contact phone number is required on the 1095-C tab. If left blank, they will default from the ACA Year-End Parameters (BN27).

IMPORTANT: We strongly recommend that you run ACA Parameter Report (BN227) to review the parameters setup on ACA Employer Year-End Parameter (BN27.1) or ACA Employee Year-End Parameter (BN27.2) and run ACA IRS Codes Processing (BN990) to review ACA employee IRS Code (BN99) generation before running this option.