Sage 100 Support for Affordable Care Act Reporting

Summary

How does Sage 100 support the Affordable Care Act (ACA) reporting requirements? This article explains eligibility rules, required forms, and how Sage 100 helps you track and report ACA data. Sage 100 provides tools to track employee coverage, generate required forms, and support year-end ACA reporting tasks.

Cause

Employer shared responsibility requirements

Employers with 50 or more full-time employees fall under ACA provisions.
Employers with combined part-time and full-time equivalent employees reaching 50 also qualify.
Employers must track employee and dependent coverage monthly.
Employers must track full-time employee counts for reporting purposes.

Resolution

ACA reporting requirements overview

Use the ACA Resource Center as your starting point for guidance.
Review IRS resources to understand specific reporting requirements.
Watch Sage 100 ACA overview and setup videos on YouTube.

Determine applicable large employer status

Confirm if your organization qualifies as an Applicable Large Employer (ALE).
Review employee hours worked and full-time equivalency counts.
Include seasonal workers and controlled group participation in your evaluation.
Review IRS rules carefully for accurate classification.

Required ACA forms

Forms required based on employer type

Employer Type	Forms to Employees	Forms to IRS
Fewer than 50 FTEs (Not self-insured)	No reporting requirements	No reporting requirements
50+ FTEs (Not self-insured)	1095-C (Parts I and II)	1094-C and copies of 1095-C
Fewer than 50 FTEs (Self-insured)	1095-B	1094-B and copies of 1095-B
50+ FTEs (Self-insured)	1095-C (All parts)	1094-C and copies of 1095-C

Track ACA data in Sage 100

Verify Sage 100 tracks required ACA data for employees.
Maintain historical coverage information throughout the year.
Enter employee ACA data using setup procedures.
Configure W-2 forms to include required ACA information.

Install year-end updates

Install Sage 100 year-end product updates for ACA reporting.
Review year-end processing resources before updates release.
Prepare for updates released around mid-December.

Generate ACA and W-2 forms

Use the Aatrix W-2 Preparer to generate W-2 forms.
Include employer-sponsored health coverage in Box 12.
Generate Forms 1094 and 1095 using Aatrix tools.

Note: Use the Aatrix Complete eFiling Service for discounts when you eFile W-2 forms first.

Caution: Sage support doesn't assist with third-party products, hardware, custom reports, or tax advice. Contact your Sage partner, administrator, or accountant for help.

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