Summary
Cause
The following are subject to the Employer Shared Responsibility provisions:
- 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
Employers are required to track information around employee and dependent coverage by month and the number of full-time employees for reporting purposes.
For detailed information on setting up ACA in Sage 100, refer to: How do I set up Sage 100 to support the 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.
Affordable Care Act reporting requirements
- The ACA Resource Center is a great place to start. The ACA Resource Center also directs you to IRS resources that define specific requirements.
- Videos are available for Sage 100 Affordable Care Act on YouTube.
Requirements for Applicable Large Employer (ALE)
- The large employer requirement is generally 50 full time or full-time equivalents
- Hours worked, participation in a controlled or aggregate group, seasonal workers, and transitions for new employers are also reviewed for eligibility
- Review the IRS requirements carefully
Required ACA form for the current calendar year
- For specific details see section, Determine if you’re Applicable Large Employer, refer to: How do I set up Sage 100 to support the Affordable Care Act (ACA) requirements
| Which ACA forms are you required to submit? | Not Self-Insured | Self-Insured | ||
| Fewer than 50 FTEs | 50+ FTEs | Fewer than 50 FTEs | 50+ FTEs | |
| Forms to employees | No reporting requirements | 1095-C (Parts I & II) | 1095-B | 1095-C (All parts) |
| Forms 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 tracks the ACA information you'll need to submit on W-2 and ACA forms.
- Verify the historical tracking of this information for your employees all year:
- Enter the required information into Sage 100, refer to: How do I set up Sage 100 to support the Affordable Care Act (ACA) requirements
- Set up your W-2 forms to print the required information, refer to: How do I report Employer-Sponsored Health Care coverage on the W-2 form in Sage 100
Install any year-end product releases for ACA reporting
- Download and Install applicable product update or Sage 100 2016. Review the related articles below.
- The Year-end updates (2015 IRD and Aatrix year-end update) will be released mid-December. You can prepare now by visiting our Year End Processing Resources for Sage 100.
Use the Aatrix Preparers to generate W-2 and ACA forms
- Use the Aatrix W-2 Preparer to generate W-2s, which includes employer-sponsored health care coverage in box 12
- To 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 before eFiling your 1094/1095-C forms - To generate your 1094 and 1095 forms, refer to: How do I generate the required ACA forms in Sage 100