1. Connect to the company file that contains the information for the year you are running the ACA forms
2. Open 5-4-1 Federal Forms
3. Select 20xx 1095/1094-C
4. Select the Year and click Next.
5. In the window to select the current company for your archive, select the current company for the payroll archive you are in and click Run Report
6. Leave all employees selected and click Next.
   Note: Review the list of employees to be included.
7. Click Generate.
8. Verify your Company information:
9. Select No thanks, start processing my 1095/1094s.
   Note: if you would like to test the reporting process prior to generating the official forms, select one of the I want to test drive options. When selecting these options, no data that is retrieved or manually entered is saved.
10. Verify the Company FEIN and click Next.
11. Verify your Company Information and click Next.
    Note: This information is only saved for ACA reporting and may be different than the information used for other tax forms.
12. Select your Tax Preparer Type and click Next.
13. Select your SSN truncation option for your employees and their dependents and click Next.
    Note: You have the option not to truncate the employee's social security number. You are required to truncate the employees' covered individuals' social security numbers.
14. If you have separate data files under this company's federal tax ID, select Yes, I use multiple data files for this EIN, otherwise select No, I use a single data file for this EIN, and click Next.

Verify the Required ACA data:

1. Step 1 of 5 in the 1095/1094-C Preparer:
   • Select the applicable ALE Member Information and Certifications of Eligibility checkboxes and enter the total number of forms you are filing.
     Tip: For more information about each option, hover over the field for a description. You can also click the links to be directed to the IRS definitions for each option.
   • Enter your ALE Member Information - Monthly information and click Next.
     Note: To determine your Total Employee Count by month, see article 71056 "Is there a report to show the total employee count for ACA reporting?" below.
2. Step 2 of 5 in the 1095/1094-C Preparer:
   • Verify the information in the EMPLOYEE INFORMATION grid and click Next.
3. Step 3 of 5 in the 1095/1094-C Preparer:
   • If you have employees that participate in a self-insured plan, verify each employee's Covered Individuals and click Next.
4. Step 4 of 5 in the 1095/1094-C Preparer:
   • If you have employees who requested that they receive their 1095-C forms electronically, verify the Electronic Only check box is selected.  Confirm the Email. Address for those employees, and click Next.
5. Step 5 of 5 in the 1095/1094-C Preparer:
   • Verify the Coverage Offer, Employee Share, and Safe Harbor codes for each month for each employee and click Next.
6. Follow the on-screen instructions to eFile or print your forms.

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