How do I generate the required ACA forms in Sage 100

1. Open Payroll, Period End, Federal eFile and Reporting
2. Select the 1095/1094-C or the 1095/1094-B
   • **The 1094/1095 "B" forms are available in Sage 100 versions 2014 and higher.
   • For unlisted 1095 forms in the forms ID listing, select appropriate form and select Accept.
   • When prompted, click Automatic Update and proceed through the installation screens.
   • When the form opens, close and return to Federal eFiling and Reporting task. Review the 1095 form on the list.
3. Select the Year, Leave all employees selected and select Proceed.
4. Confirm any Company Information Changes, missing or incorrect EIN, and selecting options in each window.
5. Select Next and review the following:
   1. For separate data files under the company federal tax ID, select: Yes, I use multiple data files for this EIN.
   2. For single filing: select No, I use a singe data file for this EIN.
   3. Select Next.
   4. Note: If you use multiple data files, see the DocLink below, How to Merge Multiple Data Files/Company Codes using eFiling and Reporting.
6. After completing the merge, continue with the verification process below.

Verify the Required ACA data:

Note: The steps below mimic the user interface; which indicates Step # of x steps.

1. Step 1 of 5 in the 1095/1094-C Preparer:
   • Select the applicable ALE Member Information and Certifications of Eligibility check boxes. Enter the total number of forms.
     Tip: For more information about each option, hover over the field for a description. 
     Select the available link to access the IRS definitions for each option.
   • Enter your ALE Member Information - Monthly information and click Next.
2. Step 2 of 5 in the 1095/1094-C Preparer:
   • Verify the information in the EMPLOYEE INFORMATION grid and click Next.
3. Step 3 of 5 in the 1095/1094-C Preparer:
   • If you have employees that participate in a self-insured plan, verify the Covered Individuals section for each employee. Then select Next.
4. Step 4 of 5 in the 1095/1094-C Preparer:
   • For employees electing to receive their 1095-C forms electronically:
     • Verify the Electronic Only check box selection.
     • Confirm the Email Address for those employees and click Next.
5. Step 5 of 5 in the 1095/1094-C Preparer:
   • Verify the Coverage Offer, Employee Share, and Safe Harbor codes for each month and employee. Then select Next.
6. Follow the on-screen instructions to efile or print your forms.

To determine what 1095 forms to use if printing, refer to the article What forms do I use to print W2s, 1095s and 1099s