Steps
to Generate and Validate 1095-B FormsThe Affordable Care Act (ACA) B Forms option in Payroll is used to generate, print, and submit the 1095-B forms for employees and the 1094-B form at the end of the calendar year. The Affordable Care Act (ACA) B Forms option is only enabled if a calendar year is defined within the Affordable Care Act (ACA) Reporting Setup option with Self-insured (Fully Self-funded) specified in the Plan Type field and the Large Employer (or Small Employer Treated as Large) field not selected.
With the Affordable Care Act (ACA) B Forms option, the 1095-B forms can be printed using a laser printer and one of the following formats: 1) landscape on plain paper or blank forms (those with perforations and backer information only); or 2) portrait on plain paper or blank forms (those with perforations and backer information only). If printing 1095-B forms on plain paper or blank forms, the system will print the image (boxes) on each of the 1095-B forms along with the employee information, and if printing on plain paper, the system can also print the recipient instructions. The 1094-B form can be printed on plain copy paper. Do not purchase pre-printed 1095-B or 1094-B forms with the image (boxes) already printed on them.
Within the Affordable Care Act (ACA) B Forms option, the 1095-B forms can be emailed to the employees, if desired, and the 1094-B and 1095-B forms can be submitted electronically to the federal government.
Note: When completing the end of calendar year process, be sure to follow the checklist to ensure all steps are completed.
Steps
to Generate and Validate 1095-B Forms
Steps
to Submit 1094-B and 1095-B Forms Electronically
Steps
to Submit Corrected 1094-B and 1095-B Forms Electronically
