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

Summary

How does Sage 100 support the Affordable Care Act (ACA) reporting requirements?

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

Resolution

CAUTION: Sage support can't assist with third-party products, hardware, report customizations, or state and federal tax questions. Refer to our Scope of Support for more info. Contact your Sage business partner, network administrator, or accountant for assistance.

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

The ACA Resource Center is a great place to start. The ACA Resource Center also directs you to a number of IRS resources that define specific requirements.
Videos are available for Sage 100 Affortable Care Act on YouTube.

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.

For specific details see section, Determine if you are Applicable Large Employer, refer to: How do I setup Sage 100 to support Affordable Care Act (ACA) requirements

Which ACA forms are you required to submit?	Not Self-Insured		Self-Insured
Which ACA forms are you required to submit?	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.

You'll want to make sure you have been tracking this information for your employees all year:
Enter the required information into Sage 100, refer to: How do I setup Sage 100 to support Affordable Care Act (ACA) requirements
Setup your W-2 forms to print the required information, refer to: How do I report Employer-Sponsored Health Care coverage on the W2 form in Sage 100

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.

Generate your W-2 forms, refer to: How to print or eFile W2/W3 forms in Sage 100
Note: To take advantage of a discounted Aatrix ACA Complete eFile Service for your 1095/1094 forms, eFile your W-2s using the Complete eFiling Service prior to eFiling your 1094/1095-C forms.
Generate your 1094 and 1095 forms, refer to: How do I generate the required ACA forms in Sage 100

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