How does Sage 100 support the Affordable Care Act (ACA)
Description
Cause

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) will be subject to the Employer Shared Responsibility provisions.

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


For detail information on setting up ACA in Sage 100, please refer to: How do I setup Sage 100 to support Affordable Care Act (ACA) requirements


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Step 1: Learn about the Affordable Care Act reporting requirements.

Step 2: Examine your employee count for the previous calendar year to determine whether you are an “Applicable Large Employer” (ALE).

  • The large employer requirement is generally 50 full time or full-time equivalents; however, there are situations that impact this such as hours worked, participation in a controlled or aggregate group, seasonal workers, and transitions for new employers. Be sure to review the IRS requirements carefully.


Step 3: Determine which ACA form you'll be required to submit for this calendar year.


Which ACA forms are you required to submit?

Not Self-Insured

Self-Insured

Fewer than 50 FTE’s

50+ FTE’s

Fewer than 50 FTE’s

50+ FTE’s

Form(s) to employees

No reporting requirements

1095-C

(Parts I & II)

1095-B

1095-C

(All parts)

Form(s) 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 is set up to track the ACA information you'll need to submit on W-2 and ACA forms.


Step 5: Install any year-end product releases that are required for ACA reporting.

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


Step 6: Use the Aatrix Preparers to generate W-2 and ACA forms.

You will also use the Aatrix W-2 Preparer to generate W-2s, which includes employer sponsored health care coverage in box 12.

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Sage 100: Download Portal
How do I setup Sage 100 to support Affordable Care Act (ACA) requirements