ACA Reporting

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.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

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 click OK in the dialog box. 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 click OK in the dialog box. The changes specified in this dialog box will be applied to all employees listed in the table.

Table 3. Table Columns
Column	Description
Included	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.

Company Tab

On this tab, you can review and edit the ACA information by month at the company level.

Table 4. 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 OK in the dialog box. 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 click OK in the dialog box. The changes specified in this dialog box will be applied to all employees listed in the table.

Table 5. Table Columns
Column	Description
Included	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.

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 6. 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.