Form ID: (PR207000)
If the company employees are eligible for coverage under ACA, you use this form to gather
all relevant information, either for individual employee or on the company level, and file
the applicable forms.
Summary Area
Here you can filter by the company or branch that you want to report on, and by the
reporting year. The following table summarizes the elements of this area.
| Element |
Description |
| Company/Branch |
The company or branch that you want to report on, if the Multicompany
Support, Multibranch Support, or both features are enabled on the Enable/Disable Features (CS100000) form. |
| Year |
The reporting year. |
| Tax Registration Number |
The registration ID of the company or branch for the country's tax
authority. |
| Part of an Aggregate Group |
A check box that indicates (if selected) that the selected branch is a part of
an aggregate group. If this check box is selected, the Aggregate
Group tab is available on this form. |
| Authoritative Transmittal |
A check box that indicates (if selected) that the report is the Authoritative
Transmittal for the applicable large employer (ALE) member. |
Employee Tab
On this tab, you can review and edit the ACA information for individual employees.
Table 1. Selection Area
| Element |
Description |
| Month |
The month for the ACA reporting. |
Table 2. Table Toolbar
The table toolbar includes standard buttons and
buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are
listed below.
| Button |
Description |
| Update |
Opens the Mass Update dialog box where you can specify new values for
the table columns that will override the current values when you confirm the
changes. The changes specified in this dialog box will be applied only to the
selected employees. |
| Update All |
Opens the Mass Update dialog box where you can specify new values for
the table columns that will override the current values when you confirm the
changes. The changes specified in this dialog box will be applied to all employees
listed in the table. |
Table 3. Table Columns
| Column |
Description |
| Selected |
A check box that indicates (if selected) that the record is to be included in
the mass update process that you invoke by clicking Update on
the table toolbar. |
| Employee ID |
The identifier of the employee eligible for ACA coverage. |
| Employee Name |
The name of the employee. |
| Month |
The month for the ACA reporting. |
| ACA FT Status |
The full-time status of the employee, which can be Full Time or Part
Time. |
| Offer of Coverage |
The offer of coverage code. |
| Section 4980H |
The employer shared responsibility code. |
| Minimum Individual Contribution |
The minimum amount of the contribution retrieved from the deduction and benefit
code marked as ACA Applicable on the Deduction and Benefit Codes (PR101060) form. |
| Number of Hours Worked |
The total number of hours worked during the reporting month. |
Table 4. Mass Update Dialog Box
In the dialog box, you specify new values for the table columns on the
Employee tab that will override the current values when you
click Update in the dialog box. To override a value, you first
select the check box left to the column name, and then specify the value in the box to
the right.
| Element |
Description |
| ACA FT Status |
The full-time status of the employee. You can select the Full Time or
Part Time option. |
| Offer of Coverage |
The offer of coverage code. |
| Section 4980H |
The employer shared responsibility code. |
| Minimum Individual Contribution |
The minimum amount of the contribution. |
| This dialog box has the following button. |
| Update |
Apply the specified changes to employees listed in the table and closes the
dialog box. The changes will apply only to specific employees, depending on the
command you used to open the dialog box:
- Update: The employees selected in the table
- Update All: All employees listed in the table
|
| Cancel |
Cancels the changes and closes the dialog box. |
Company Tab
On this tab, you can review and edit the ACA information by month at the company level.
Table 5. Table Toolbar
The table toolbar includes standard buttons and
buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are
listed below.
| Button |
Description |
| Update |
Opens the Mass Update dialog box where you can specify new values for
the table columns that will override the current values when you click confirm the
changes. The changes specified in this dialog box will be applied only to the
selected months. |
| Update All |
Opens the Mass Update dialog box where you can specify new values for
the table columns that will override the current values when you confirm the
changes. The changes specified in this dialog box will be applied to all months
listed in the table. |
Table 6. Table Columns
| Column |
Description |
| Selected |
A check box that indicates (if selected) that the record is to be included in
the mass update process that you invoke by clicking Update on
the table toolbar. |
| Month |
The month of the year. |
| Nbr. FTE |
The total hours worked during the month divided by 120. |
| Nbr. Employees |
The total number of employee records in the company. |
| % of Employees Covered by MEC |
Percent of employees that are covered by the Minimum Essential Coverage
insurance plan. |
| Certification of Eligibility |
Eligibility requirements, which can be Qualifying Offer Method or 98%
Offer Method. |
| Self-Insured |
A check box that indicates (if selected) that employees are enrolled in a
self-insurance plan. |
| Nbr. of 1095-C Forms |
The number of employees with the Full Time ACA FT status plus the
number of employees with the Part Time ACA FT status and linked with a
deduction and benefit code marked as ACA applicable. |
Table 7. Mass Update Dialog Box
In the dialog box, you specify new values for the table columns on the
Company tab that will override the current values when you
click Update in the dialog box. To override a value, you first
select the check box left to the column name, and then specify the value in the box to
the right.
| Element |
Description |
| Certification of Eligibility |
The eligibility requirements. You can select the Qualifying Offer Method
or 98% Offer Method option. |
| Self-Insured |
A check box that indicates (if selected) that employees are enrolled in a
self-insurance plan. |
| This dialog box has the following button. |
| Update |
Apply the specified changes to months listed in the table and closes the dialog
box. The changes will apply only to specific months, depending on the command you
used to open the dialog box:
- Update: The months selected in the table
- Update All: All months listed in the table
|
| Cancel |
Cancels the changes and closes the dialog box. |
Aggregate Group Tab
If the company is defined as an aggregate group, on this tab, you specify the information
about the aggregate group for ACA reporting.
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Table 8. Table Columns
| Column |
Description |
| Account Name |
The name of the company that is an Applicable Large Employer (ALE). |
| Member EIN |
The ALE member's EIN (Employer Identification Number). |
| Highest Monthly FTE Number |
The maximum number of full-time employees reported in a month. |
