ACA reporting requirements overview
- Use the ACA Resource Center as your starting point for guidance.
- Review IRS resources to understand specific reporting requirements.
- Watch Sage 100 ACA overview and setup videos on YouTube.
Determine applicable large employer status
- Confirm if your organization qualifies as an Applicable Large Employer (ALE).
- Review employee hours worked and full-time equivalency counts.
- Include seasonal workers and controlled group participation in your evaluation.
- Review IRS rules carefully for accurate classification.
Required ACA forms
Forms required based on employer type
| Employer Type | Forms to Employees | Forms to IRS |
| Fewer than 50 FTEs (Not self-insured) | No reporting requirements | No reporting requirements |
| 50+ FTEs (Not self-insured) | 1095-C (Parts I and II) | 1094-C and copies of 1095-C |
| Fewer than 50 FTEs (Self-insured) | 1095-B | 1094-B and copies of 1095-B |
| 50+ FTEs (Self-insured) | 1095-C (All parts) | 1094-C and copies of 1095-C |
Track ACA data in Sage 100
- Verify Sage 100 tracks required ACA data for employees.
- Maintain historical coverage information throughout the year.
- Enter employee ACA data using setup procedures.
- Configure W-2 forms to include required ACA information.
Install year-end updates
- Install Sage 100 year-end product updates for ACA reporting.
- Review year-end processing resources before updates release.
- Prepare for updates released around mid-December.
Generate ACA and W-2 forms
- Use the Aatrix W-2 Preparer to generate W-2 forms.
- Include employer-sponsored health coverage in Box 12.
- Generate Forms 1094 and 1095 using Aatrix tools.
Note: Use the Aatrix Complete eFiling Service for discounts when you eFile W-2 forms first.
Caution: Sage support doesn't assist with third-party products, hardware, custom reports, or tax advice. Contact your Sage partner, administrator, or accountant for help.