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

Enter the default Plan share amount, Coverage code, Safe harbor code, and Policy origin code for ACA in Payroll.

Set up your Payroll ACA default settings

If you don't 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.

Set up employee specific settings

These settings will override the default settings entered above for employees that use other settings.

1. Go to Payroll, Setup, Employees.
2. Select the employee and go to the ACA Coverage tab:
   1. Select an ACA exempt status.
       NOTE: The Not working status flags that the employee didn't work in the reporting year and prevents 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. Select 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

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're prompted to save when selecting a prior year, click No.
3. For part-time employees, enter the hours worked for each month of employment.
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 ACA forms in Tasks, Federal eFile & Reporting, go into Tasks, ACA Compliance and click Save for the applicable year.

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