Generate 1094-C and 1095-C ACA forms

Contact support if your ACA year is unavailable or if you haven't generated ACA forms for a prior year and the year is unavailable.

An additional fee could apply if the issue requires a data or file fix.

Generate 1095/1094-C forms

1. Go to Payroll, Tasks, Federal eFile and Reporting.
2. Select the year for your 1095/1094-C forms and select Next.
3. Leave all employees selected and click Next.
4. Review the list of employees to confirm if any are missing.
5. Click Generate.

Verify your Company information

1. Select No thanks, start processing my 1095/1094s.
   • To test the reporting process first, select one of the I want to test drive options. It doesn't save retrieved or manually entered data when you select these options.
2. Verify the Company FEIN and click Next. If the Company FEIN is incorrect, correct the FEIN in Payroll.
3. Verify your Company Information and click Next.
   • Aatrix only saves this information for ACA reporting. It can differ from the information used for other tax forms.
4. Select your Tax Preparer Type and click Next.
5. Select your SSN truncation option for your employees and dependants and click Next.
   • You have the option not to truncate the employee's social security number. You’re required to truncate the employees' covered individual social security numbers.
6. For separate data files under this company's federal tax ID, select Yes, I use multiple data files for this EIN. Otherwise, select No, I use a single data file for this EIN, and click Next. If you use multiple data files, combine the Payroll files before continuing with the next step.

Verify the Required ACA data

1. Step 1 of 5 in the 1095/1094-C Preparer:
   • Select the applicable ALE Member Information and Certifications of Eligibility checkboxes. Enter the total number of forms you’re filing.
     
     TIP:

     Hover over the field for more information about each option. You can also click the links to the IRS definitions for each option.

   • Enter your ALE Member Information - Monthly information and click Next.
     
     NOTE:

     To determine your Total Employee Count by month, use this report to show the count for ACA reporting.

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 participating in a self-insured plan, verify each employee's Covered Individuals and click Next.
4. Step 4 of 5 in the 1095/1094-C Preparer:
   • If you have employees requesting their 1095-C forms electronically, verify you selected the Electronic Only checkbox. Confirm the Email Address for those employees and click Next.
5. Step 5 of 5 in the 1095/1094-C Preparer:
   • Verify each employee's Coverage Offer, Employee Share, and Safe Harbor codes for each month and click Next.
6. Follow the on-screen instructions to eFile or print your forms.

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