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How do I set up ACA in Sage 300 Construction and Real Estate?

Created on  | Last modified on 

Summary

Enter the default Coverage Code, Plan share amount, Safe harbor code, and Policy origin code to set up Affordable Care Act in Payroll.

Resolution

Set up your Payroll ACA default settings:
Note: If you do not enter information in the Employee setup, the settings below will prefill the Employee ACA Compliance settings found in Tasks, ACA compliance.  

  1. Go to Payroll, File, Company Settings, PR Settings.
  2. Click ACA Settings:
    1. Select a Default coverage code
    2. Enter a Default plan share amount
    3. Select a Default safe harbor code
    4. Select a Default policy origin code
  3. Click OK.

For employees that use settings other than the default settings above:
Note:
These settings will override the default settings entered above.

  1. Go to Payroll, Setup, Employees.
  2. Select the employee and click on the ACA Coverage tab:
    1. Select an ACA exempt status
      Note: The status of Not working flags the employee as not worked in the reporting year and will prevent the employee from receiving a 1095 form
    2. Select a Coverage Code.
    3. Enter a Plan share amt
    4. Select a Safe harbor code
    5. Select a Policy origin code
  3. If the employee is covered by a self-insured plan, click Employee/Dependents Detail.
  4. Click Click here to add new item and enter the information for individuals covered by the self-insured plan.
  5. Click Save.
  6. Close the Affordable Care Act Compliance Details window.
  7. Click Save.
  8. Click Close.

To change the employees' ACA information for individual months:
Note:
These settings will prefill from either the employee setup (if entered) or the defaults from the Payroll settings.

  1. Go to Payroll, Tasks, ACA Compliance.
  2. Select the plan Year.
    Note: The year prefills with the current payroll year. If you are prompted to save when selecting a prior year, click No.
  3. For part-time employees, enter the hours worked for each month they were employed.
  4. Click the detail button [...]
  5. For each applicable month:
    1. Select the ACA Exemption Status.
    2. Select the Offer of Coverage.
    3. Enter the Employee Share of Premium.
    4. Select the Applicable Safe Harbor.
  6. Click Save.
  7. Close the Affordable Care Act Compliance Details window.
  8. Click Save.
  9. Close the Affordable Care Act Compliance window.

Note: Before generating your Affordable Care Act forms in Tasks, Federal eFile & Reporting, you must go into Tasks, ACA Compliance, and click Save for the applicable year.


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