Access Federal and State Tax Reporting

• Open Payroll, Period End, Federal and State Tax Reporting.
• Select either 1095/1094-C or 1095/1094-B from the Form Name lookup.

 Select filing options

• Choose the correct Year.
• Leave all employees selected.
• Select Proceed.
• Confirm company details, correct EIN issues, and verify required fields.

Configure data file settings

• Select Yes, I use multiple data files for this EIN if applicable.
• Select No, I use a single data file for this EIN for single-file setups.
• Select Next to continue.
• Note: If you use multiple data files, refer to How to Merge Multiple Data Files/Company Codes using eFiling and Reporting

Verify ACA data in preparer steps

Step 1 of five – ALE member information

• Select all applicable ALE Member Information and certifications.
• Confirm the total number of forms.
• Enter monthly ALE information.
• Select Next button with the green arrow at the top. 
  TIP:

  Hover over each field for descriptions or use IRS links provided in the form.

   

Step 2 of five – Employee information

• Review the Employee Information grid carefully.
• Confirm all entries are accurate, and make any corrections as required by the Aatrix Tax Reporting error checking pop-up warnings.
• Select Next button with the green arrow at the top.

Step 3 of five – Covered individuals

• Review the Covered Individuals section for employees with self-insured plans.
• Confirm all covered individuals appear correctly.
• Select Next button with the green arrow at the top.

Step 4 of five – Electronic delivery

• Verify the Electronic Only checkbox for participating employees.
• Confirm employee email addresses.
• Select Next button with the green arrow at the top.

Step 5 of five – Coverage and codes

• Review Coverage Offer, Employee Share, and Safe Harbor codes.
• Confirm entries for each employee and month.
• Select Next button with the green arrow at the top.
• Follow on-screen instructions to eFile or print ACA forms.
• Refer to Forms used to print W2s, 1095s and 1099s before printing.