Generate 1094-B and 1095-B ACA forms

How to generate ACA forms 1094-B and 1095-B in Sage 300 CRE.

 

1. Go to Payroll, Tasks, Federal eFile and Reporting.
2. Select 1095/1094-B.
3. Select the Year and click Next.
4. Leave all employees selected and click Next.
5. Review the list of employees to confirm if any are missing.
6. 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 their dependants and click Next.
   • You have the option not to truncate the employee social security number. You’re required to truncate the employees' covered individuals' 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 1of 4: Employee Contact Information in the 1095/1094-C Preparer: Verify the information in the EMPLOYEE INFORMATION grid and click Next.
2. Step 2 of 4: Policy Origin Code in the 1095/1094-C Preparer: Confirm the correct Policy Origin Code for each employee and click Next.
3. Step 3 of 4: Employee Covered Individuals in the 1095/1094-C Preparer: Verify the date for the employees' covered individuals and click Next.
4. Step 4 of 4: Employee Electronic Delivery in the 1095/1094-C Preparer: Verify the Electronic Only and Email Address for applicable employees and click Next.
5. Follow the on-screen instructions to eFile or print your forms.