Sage 300 CRE and the Affordable Care Act

Summary

How do I set up and process Affordable Care Act forms in Sage 300 CRE?

Resolution

Follow the process below to set up and complete your ACA reporting.

Affordable Care Act reporting requirements

Review IRS resources that define specific ACA requirements.

Determine your employee count

Examine your employee count for the previous calendar year to determine whether you’re 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.

See steps to run a report to determine your full-time and full-time equivalent employee counts for each month.

Determine which forms to submit

Determine which ACA form you need to submit for this calendar year. Order forms from Sage Construction and Real Estate Forms.

Which ACA forms do you need 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 and III)	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 1095-B forms)	1094-C (and copies of all 1095-C forms)

Set up Sage to track ACA information

Confirm that you set up your Sage software 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: What information will I need for ACA?
Enter the required information into your software: How do I set up ACA in Sage 300 Construction and Real Estate? or How do I report employer-sponsored health care coverage on the W-2 form?
Set up your W-2 forms to print the required information: How do I report employer-sponsored health care coverage on the W-2 form?

Update your Sage software

Install any year-end product releases you need for ACA reporting. We typically release the year-end update in mid-December. You can prepare now by visiting FAQ - Year-end software update.

Generate the ACA forms

Use the Aatrix Preparers to generate W-2 and ACA forms.

You’ll 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: How do I print or generate W-2s?
Generate your 1094 and 1095 forms: How do I generate ACA forms 1095-C and 1094-C?