| | How do I generate the required ACA forms in Sage 100 |
| Resolution | [BCB:5:Third-party support:ECB] Steps for processing ACA forms: - Open Payroll, Period End, Federal eFile and Reporting
- Select the 1095/1094-C or the 1095/1094-B
- **The 1094/1095 "B" forms are available in Sage 100 versions 2014 and higher.
- For unlisted 1095 forms in the forms ID listing, select appropriate form and select Accept.
- When prompted, click Automatic Update and proceed through the installation screens.
- When the form opens, close and return to Federal eFiling and Reporting task. Review the 1095 form on the list.
- Select the Year, Leave all employees selected and select Proceed.
- Confirm any Company Information Changes, missing or incorrect EIN, and selecting options in each window.
- Select Next and review the following:
- For separate data files under the company federal tax ID, select: Yes, I use multiple data files for this EIN.
- For single filing: select No, I use a singe data file for this EIN.
- Select Next.
- Note: If you use multiple data files, see the DocLink below, How to Merge Multiple Data Files/Company Codes using eFiling and Reporting.
- After completing the merge, continue with the verification process below.
Verify the Required ACA data: Note: The steps below mimic the user interface; which indicates Step # of x steps. - Step 1 of 5 in the 1095/1094-C Preparer:
- Step 2 of 5 in the 1095/1094-C Preparer:
- Verify the information in the EMPLOYEE INFORMATION grid and click Next.
- Step 3 of 5 in the 1095/1094-C Preparer:
- If you have employees that participate in a self-insured plan, verify the Covered Individuals section for each employee. Then select Next.
- Step 4 of 5 in the 1095/1094-C Preparer:
- For employees electing to receive their 1095-C forms electronically:
- Verify the Electronic Only check box selection.
- Confirm the Email Address for those employees and click Next.
- Step 5 of 5 in the 1095/1094-C Preparer:
- Verify the Coverage Offer, Employee Share, and Safe Harbor codes for each month and employee. Then select Next.
- Follow the on-screen instructions to efile or print your forms.
To determine what 1095 forms to use if printing, refer to the article What forms do I use to print W2s, 1095s and 1099s [BCB:155:Chat 100 US:ECB]
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