Editing 1095-B Forms

Note:  Changes to the 1095 information for an employee must be made in the Employee File and then will automatically be updated within the Affordable Care Act (ACA) B Forms option.

1. From the Payroll or Human Resources screen, select the Maintenance menu and then Employees.

Note:  If desired, to access the Employee File from Negotiations (if applicable), select the Payroll menu from the Negotiations screen and then Employees.

2. At the Employees screen, enter the ID of the employee to edit in the Employee ID field.  If the ID is not known, click the down-arrow button or the Find button to select the correct one.

3. Click the ACA 1095s tab.

4. In the Calendar Year field, enter the 4-digit calendar year for which to edit the ACA information.  Use the yyyy format.  If desired, click the down-arrow button to select the desired year or press the Ctrl+F keys to access the search feature.  Only the calendar years defined within the Affordable Care Act (ACA) Reporting Setup option can be entered into this field.

5. Make the desired changes to the employee.

Steps to Complete the ACA 1095s Screen

Note:  The information for the coverage dates of the employees (in the Employee ACA Coverage Dates List), along with the information for the covered dependents (in the Dependents and Dependent ACA Coverage Dates Lists), can be imported using a file obtained from your third-party administrator.

Steps to Import ACA 1095s Covered Individuals

6. After all the changes have been made, click the Save button.