Note: If you will be printing the ACA forms, order the compliant forms from Sage Construction and Real Estate Forms.

1. From the Payroll Tasks menu, select Federal eFile and Reporting
2. Select 1095/1094-B
3. Select the Year and click Next.
4. Leave all employees selected and click Next.
   Note: Review the list of employees to be included. If any employees are missing, see Why are some employees missing from my ACA forms in Aatrix?
5. Click Generate.

Verify your Company information:

1. 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.
2. Verify the Company FEIN and click Next.
   Note: If the Company FEIN is incorrect, correct the FEIN in Payroll. See How do I change the Federal Tax ID in Payroll? for more information.
3. 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.
4. Select your Tax Preparer Type and click Next.
5. Select your SSN truncation option for your employees and their dependents and click Next.
   Note: You have the option not to truncate the employee social security number. You are required to truncate the employees' covered individuals social security numbers.
6. 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 singe data file for this EIN and click Next.
   Note: If you use multiple data files, see How do I combine multiple Payroll data files for tax forms in Aatrix? After completing the merge, continue with the next step.

Verify the Required ACA data:

1. Step 1of 4:Employee Contact Information in the 1095/1094-C Preparer:

• Verify the information in the EMPLOYEE INFORMATION grid and click Next.

2. Step 2 of 4: Policy Origin Code in the 1095/1094-C Preparer:

• Confirm the correct Policy Origin Code for each employee and click Next. 

3. Step 3 of 4: Employee Covered Individuals in the 1095/1094-C Preparer:

• Verify the date for the employees' covered individuals and click Next.

4. Step 4 of 4: Employee Electronic Delivery in the 1095/1094-C Preparer:

• Verify the Electronic Only and Email Address for applicable employees and click Next.

5. Follow the on screen instructions to eFile or print your forms.