Online Course – ACA Reporting Release Date

The following is an example of what the ACA Reporting Course will cover:

*Please note their is a Live Q & A call on 12/10/19 from 9:00 – 10:00 CT included in the course as well.

*This outline is from our 2018 course. There may be small modifications to meet 2019 requirements and steps.

Preliminary Steps and Information Gathering

Setup Steps

• Step 1 – Update Web Financial Office
• Step 2 – Update the Deduction Master
• Step 3 – Run the ACA Data Utility Program

Entering Data for ACA Reporting

• 1st Area – District Information
• 2nd Area – Employee Master
  • Main Entry View 1 – ACA View “ACA Employee Demographics”
  • Main Entry Area 2 – ACA Employee Offer and Coverage
• 3rd Area – Dependent Information
  • Option 1 – Entry View
  • Option 2 – Import from CSV or XLSX
  • Option 3 – Employee Portal

Verification Reports & 1095-B/1095-C Forms

• Data Verification Reports
  • ACA Dependent Coverage Review
  • ACA Employee Data Review
  • Time/Hrs Customizable Payroll Report
• METHODS OF DELIVERY FOR 1095 FORMS

TIPS FOR 1095-B and 1095-C FORMS

DELIVERY OF 1095 FORMS VIA MESSAGE CENTER AND EMAIL

• ELECTRONIC FILING
  • 1095-B (Health Coverage Form)
  • 1095-C (Employee Provided Insurance Offer & Coverage)

Third Party Interface (Set Seg)

Appendix

• 1095-B Form Example
• 1095-B SDS Data Field Reference
• 1095-C Form Example
• 1095-C SDS Data Field Reference Table
• Employee Handout – Entry of Dependents into Employee Portal