The following are subject to the Employer Shared Responsibility provisions:

• Effective 2015, employers with 50 or more full-time employees, or
• A combination of part-time and full-time equivalent (FTE) employees to 50 full-time employees

Employers are required to track information around employee and dependent coverage by month and the number of full-time employees for reporting purposes.

For detailed information on setting up ACA in Sage 100, refer to: How do I set up Sage 100 to support the Affordable Care Act (ACA) requirements.

 

Affordable Care Act reporting requirements

• The ACA Resource Center is a great place to start. The ACA Resource Center also directs you to IRS resources that define specific requirements.
• Videos are available for Sage 100 Affordable Care Act on YouTube.
  • Sage 100 - ACA Overview
  • How to determine if you’re an ACA Applicable Large Employer
  • How to set up Employer ACA Contribution
  • How to set up the Employee ACA information
  • How to generate ACA Forms

Requirements for Applicable Large Employer (ALE)

• The large employer requirement is generally 50 full time or full-time equivalents
• Hours worked, participation in a controlled or aggregate group, seasonal workers, and transitions for new employers are also reviewed for eligibility
• Review the IRS requirements carefully

Required ACA form for the current calendar year

• For specific details see section, Determine if you’re Applicable Large Employer, refer to: How do I set up Sage 100 to support the Affordable Care Act (ACA) requirements

 

Which ACA forms are you required to submit?	Not Self-Insured		Self-Insured
	Fewer than 50 FTEs	50+ FTEs	Fewer than 50 FTEs	50+ FTEs
Forms to employees	No reporting requirements	1095-C (Parts I & II)	1095-B	1095-C (All parts)
Forms to IRS	No reporting requirements	1094-C (and copies of all 1095-C forms)	1094-B (and copies of all 1095-B forms)	1094-C (and copies of all 1095-C forms)

Step 4: Confirm that your Sage software tracks the ACA information you'll need to submit on W-2 and ACA forms.

• Verify the historical tracking of this information for your employees all year:
• Enter the required information into Sage 100, refer to: How do I set up Sage 100 to support the Affordable Care Act (ACA) requirements
• Set up your W-2 forms to print the required information, refer to: How do I report Employer-Sponsored Health Care coverage on the W-2 form in Sage 100

 

Install any year-end product releases for ACA reporting

• Download and Install applicable product update or Sage 100 2016. Review the related articles below.
• The Year-end updates (2015 IRD and Aatrix year-end update) will be released mid-December. You can prepare now by visiting our Year End Processing Resources for Sage 100.

 

Use the Aatrix Preparers to generate W-2 and ACA forms

• Use the Aatrix W-2 Preparer to generate W-2s, which includes employer-sponsored health care coverage in box 12
• To generate your W-2 forms, refer to: How to print or eFile W2/W3 forms in Sage 100
  Note: To take advantage of a discounted Aatrix ACA Complete eFile Service for your 1095/1094 forms, eFile your W-2s using the Complete eFiling Service before eFiling your 1094/1095-C forms
• To generate your 1094 and 1095 forms, refer to: How do I generate the required ACA forms in Sage 100