This page (revision-43) was last changed on 08-Feb-2023 14:49 by Lilia Urtan

This page was created on 26-Nov-2021 10:22 by kparrott

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43 08-Feb-2023 14:49 37 KB Lilia Urtan to previous
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AFFORDABLE CARE ACT...nobody
AFFORDABLE CARE ACT

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An optional period of no longer than 90 days, beginning immediately following the end of a measurement period, and ending immediately before the start of an associated stability period. An administrative period also includes the period between a new employee’s start date and the beginning of the initial measurement period, if the initial measurement period does not begin on the employee’s start date. \\
An optional period of no longer than 90 days, beginning immediately following the end of a measurement period, and ending immediately before the start of an associated stability period. An administrative period also includes the period between a new employee’s start date and the beginning of the initial measurement period, if the initial measurement period does not begin on the employee’s start date.
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130 hours of service in a calendar month is treated as the monthly equivalency of at least 30 hours of service per week. The 130 hours of service applies to both the lookback measurement method and the monthly measurement method.\\
130 hours of service in a calendar month is treated as the monthly equivalency of at least 30 hours of service per week. The 130 hours of service applies to both the lookback measurement method and the monthly measurement method.
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The term means, with respect to a calendar month, an employee who is employed and averages at least 30 hours of service per week.\\
The term means, with respect to a calendar month, an employee who is employed and averages at least 30 hours of service per week.
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The term means a new employee who the employer reasonably expects to be employed on average less than 30 hours of service per week, or less than 130 hours per month during the initial measurement period.\\
The term means a new employee who the employer reasonably expects to be employed on average less than 30 hours of service per week, or less than 130 hours per month during the initial measurement period.
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An employee who is hired into a position for which the customary annual employment is six months or less.\\
An employee who is hired into a position for which the customary annual employment is six months or less.
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An employee who performs work on a seasonal basis such as retail workers employed exclusively during holiday seasons.\\
An employee who performs work on a seasonal basis such as retail workers employed exclusively during holiday seasons.
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An employee who has been employed for at least one complete measurement period.\\
An employee who has been employed for at least one complete measurement period.
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The term applies to an employee where it cannot be reasonably determined that the employee will be employed on average at least 30 hours per week, during the initial measurement period.\\
The term applies to an employee where it cannot be reasonably determined that the employee will be employed on average at least 30 hours per week, during the initial measurement period.
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The term means a period defined by the employer of at least three consecutive months but not more than 12 consecutive months used as a part of the lookback measurement method.\\
The term means a period defined by the employer of at least three consecutive months but not more than 12 consecutive months used as a part of the lookback measurement method.
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Under the Weekly Measurement rule, full-time employee status is determined based on hours of service over four weekly periods, and for certain months over five weekly periods. \\
For a month with four weekly periods the employee must have at least 120 hours of service. \\
For a month with five weekly periods, the employee must have at least 150 hours of service.
Under the Weekly Measurement rule, full-time employee status is determined based on hours of service over four weekly periods, and for certain months over five weekly periods. \\ For a month with four weekly periods the employee must have at least 120 hours of service. \\ For a month with five weekly periods, the employee must have at least 150 hours of service.
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[{InsertPage page='ACA_YEAR_END_CHANGES'}]
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The ACA Eligible toggle should be set to ON for the medical plan types that will hold benefit plans, that will be used for ACA minimum coverage purposes.\\
\\
__NOTE__: The ACA Self-Insured toggle is no longer used. That determination is made on individual plans. \\
\\
The ACA Eligible toggle should be set to ON for the medical plan types that will hold benefit plans, that will be used for ACA minimum coverage purposes. \\
NOTE: The ACA Self-Insured toggle is no longer used. That determination is made on individual plans. \\
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\\
__NOTE__: Coverage can be defined as a waived coverage. Set the ACA MONTHLY EE PREM to "-1" for the coverage to be reported as not enrolled. Waived coverage is the coverage that an employee selects in Open Enrollment when an offer is declined. This will not be reported as enrolled for ACA reporting. For this to show in RBEN add benefit components with zero amounts(i.e. B840 and/or B1040)%%
\\
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\\ \\UserCalcs executed from within UBACA have access to these tables:
||Form||Table
|IBPT|BPT
|IBPN|BPN, BCG, BCGD, BCGC and BCGR
|IBEN|BEN and BEND
|IEID|EID
|IEEI|EEM
|IEAS|EAS and EASD
|IEST|EST
|IDUN|DUN (not details)
|IDGR|DGR (not details)
\\
__NOTE__: Coverage can be defined as a waived coverage. Set the ACA MONTHLY EE PREM to "-1" for the coverage to be reported as not enrolled. Waived coverage is the coverage that an employee selects in Open Enrollment when an offer is declined. This will not be reported as enrolled for ACA reporting.
\\
\\ \\UserCalcs executed from within UBACA have access to these tables:\\*IBPT form: BPT table\\*IBPN form: BPN BCG BCGD BCGC BCGR tables\\*IBEN form: BEN BEND tables\\*IEID form: EID table\\*IEEI form: EEM table\\*IEAS form: EAS EASD tables\\*IEST form: EST table\\*IDUN form: DUN table (not details)\\*IDGR form: DGR table (not details)
\\ \\NOTE: New logic has been added so a coverage can be defined as a waived coverage. Waives coverage is the coverage that an employee selects in Open Enrollment when an offer is declined. This will not be reported as enrolled for ACA reporting.
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ACA Rules state that coverage must be 'offered' to all full time employees although they do not have to actually be enrolled in that minimum coverage, or any coverage. Personality defines whether a plan/coverage is offered from [IBSC] in the list of benefit plans available for enrollment. \\
ACA Rules state that coverage must be 'offered' to all full time employees although they do not have to actually be enrolled in that minimum coverage, or any coverage. Personality defines whether a plan/coverage is offered from [IBSC] in the list of benefit plans available for enrollment.
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The Employee Categories are defined on IBACA, together with options for managing each category, including an hours rule, a payroll rule, a wage rule and the measurement/look-back option, an element for hours and an element for wages. \\ \\
The Employee Categories are defined on IBACA, together with options for managing each category, including an hours rule, a payroll rule, a wage rule and the measurement/look-back option, an element for hours and an element for wages.
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__IBACA Form Fields__
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| Hours Element * |Defines the Element that contains all pay components that represent paid time taken.
| Hours Element |Defines the Element that contains all pay components that represent paid time taken.
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\\
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__NOTE__: It is up to each organization to maintain this value each year as the Federal Poverty Level value changes and is not hard coded in Personality. This is a date sensitive record and reflects the annual FPL rate.
NOTE: It is up to each organization to maintain this value each year as the Federal Poverty Level value changes and is not hard coded in Personality. This is a date sensitive record and reflects the annual FPL rate.
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If a plan is self-insured, organizations must provide and store information related to the employee's dependents. Dependents are defined on [IECT] when the 'Dependent' column is set to YES. Beneficiary and Emergency Contacts are also defined on this form, if applicable.
If a plan is self-insured, organizations must provide and store information related to the employee's dependents. Dependents are defined on [IECT] when the 'Dependant' column is set to YES. Beneficiary and Emergency Contacts are also defined on this form, if applicable.
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%%Warning __IMPORTANT NOTE:__ It is recommended that each organization make a copy of their IDIF from the current year Form Code, to preserve these values on this release and any subsequent patch updates.
__IMPORTANT NOTE:__It is recommended that each organization make a copy of their IDIF from the current year Form Code, to preserve these values on this release and any subsequent patch updates.
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| ALEMemberSetUp|To identify how ALE Members (Employers) are set up in Personality. \\IDEN - ALE Member set up as Entity in IDEN. This is the default. \\IDDP - ALE Member set up as Department in IDDP. \\IDLN - ALE Member set up as Location in IDLN\\IDGR - ALE Member set up as Group in IDGR|Applicable Large Employer Member (Employer) Information
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|ALEName|Employer Name override|1094C and 1095C
|ALEAddress1|Employer Address 1 Override
|ALEAddress2|Employer Address 2 Override
|ALECityTown|Employer City/Town Override
|ALEState|Employer State Override
|ALECountry|Employer Country Override
|ALEZip|Employer Zip Code Override
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|ContactPhoneNum | The phone number of the contact person that the IRS should contact if they have questions about the submission.|1095C: This phone # will appear on the top left of the 1095C form and on the 1094C form, Box 8. \\ \\
__ **The following fields pertain to the Designated Government Entity (DGE) employer identification. This whole DGE section is optional.__ \\ \\
|ContactPhoneNum | The phone number of the contact person that the IRS should contact if they have questions about the submission.|1095C: This phone # will appear on the top left of the 1095C form and on the 1094C form, Box 8.
| **The following fields pertain to the Designated Government Entity (DGE) employer identification. This whole DGE section is optional.
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| VendorPersonFirstNm|Vendor Contact Person First Name|Brian
| VendorPersonFirstNm|Vendor Contact Person First Name|Robert
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| VendorPersonLastNm|Vendor Contact Person Last Name|Diamond
| VendorPersonLastNm|Vendor Contact Person Last Name|Forbes
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| SoftwareID|The software ID assigned to the software when the software was registered and approved by the IRS|2019 Software ID 19A0009607 is included in the ACA patch.
| SoftwareID|The software ID assigned to the software when the software was registered and approved by the IRS|2017 Software ID 17A0005266 is included in the ACA patch.
| ALEMemberSetUp|To identify how ALE Members (Employers) are set up in Personality. \\IDEN - ALE Member set up as Entity in IDEN. This is the default. \\IDDP - ALE Member set up as Department in IDDP. \\IDLN - ALE Member set up as Location in IDLN|Applicable Large Employer Member (Employer) Information
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\\
__Authoritative Transmittal for ALE Members Filing Multiple Forms 1094C__ \\
A 1094C form must be filed when an ALE Member files one or more 1095C forms. An ALE Member can choose to file multiple 1094C forms, each accompanied by 1095C forms for a portion of its employees, provided that a 1095C form is filed for each employee for whom the ALE Member is required to file. \\
If an ALE Member files more than one 1094C form, one (and only one) 1094C form filed by the ALE Member must be identified on Line 19, Part I as the Authoritative Transmittal, and, on the Authoritative Transmittal, the ALE Member must report certain aggregate data for all full-time employees and all employees, as applicable. \\ \\
__IDIF set up and RB1094C process for multiple entity 1094C filing__
#Set the IDIF Authoritative Transmittal to '0' and run RB1094C for all entities. Record the Line 18 (total number of 1095C forms with this transmittal) values for each entity.
#Add all Line 18 values, for all the entities, to get the total number of 1095C forms.
#Make a copy or modify your IDIF for the Entity that the 1094C Authoritative transmittal will be submitted for all entities on Line 19 of the 1094C forms.
#Set Authoritative Transmittal to '1' and the TotalNumOf1095Filed with the total number of 1095Cs for all entities.
#Ensure that the entity with Authoritative Transmittal defined as '1' has the proper employer name, address and EIN, and re-run RB1094C for this entity.
__NOTE:__ The Entity reporting Line 19 will report the total number of 1095Cs on Line 20 and will have Part I, Part II and Part III filled out. It will also have the AuthoritativeTransmittalInd tag on the xml file. Any other Entities will only have Part I completed on the 1094C form and will not have the tag on the xml file. \\ \\
__Employer Information Sources from Personality__
There are three sources of Applicable Large Employer Member (Employer) Information that can be set up on IDIF using the ALEMemberSetUp field by entering the Constant Value field with:
* IDEN - ALE Member set up as Entity on IDEN. This is the default.
* IDDP - ALE Member set up as Department on IDDP
* IDLN - ALE Member set up as Location on IDLN
* IDGR - ALE Member set up as Group on IDGR
__NOTE:__ The default set up is IDEN. If IDDP is used, filter by Department when RB1095C is run. If IDLN is used, filter by Location when RB1095C is run. If IDGR is used, filter by Group when RB1095C is run.
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%%Warning __Important Note:__ If the UBACA is run for the same employee, for the same month and year, it will wipe out all changes made manually on this form.
__Important Note:__ Note that if the UBACA is run for the same employee, for the same month and year, it will wipe out all changes made manually on this form.
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|%%warning Important Note: There are no edits in this screen beyond the basics required for database integrity. You have the opportunity to enter any values that you wish, including the linking of employee contacts who may not be associated to the ACA-identified health plan.
|Important Note: There are no edits in this screen beyond the basics required for database integrity. You have the opportunity to enter any values that you wish, including the linking of employee contacts who may not be associated to the ACA-identified health plan.
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!IEPW2/WEPW2/WMPW2 - Maintain Employee W-2 Consent
Employees can receive an electronic W2 and 1095C form from Self Service. These forms allow employees to provide consent, or withdraw their consent, to printing their W2 and 1095C forms using Self Service. Employers can manage the consent for employees to receive electronic W2 and 1095C forms. \\ \\
!RE1095C – Print my Form 1095-C
The RE1095C report allows an employee to print their 1095C form through self service.\\For more information on the set up requirements and layout of RE1095C, see RB1095C/RB1095SM – Producing the 1095C Form section.
||Parameter||Description
|Year (YYYY)| Identifies the year the 1095C form is produced for.
!RB1095C/RB1095SM – Producing the 1095C Form
These functions and reports will create the 1095C form, except for employees with electronic consent in the following releases of Personality:\\
* NextGen - 5.04 + 5.05
!RB1095x –Producing the 1095C Form
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* RB1095C will produce the form on blank 8½“ X11“ paper, and may be printed double sided (duplex)
* RB1095SM will produce the form single sided on an 11” X 14” self-mailer form MW1095C (from RR Donnelley) or equivalent.
RB1095C will produce the form on blank 8½“ X11“ paper, and may be printed double sided (duplex)
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RB1095SM will produce the form single sided on an 11” X 14” self-mailer form MW1095C (from RR Donnelley) or equivalent.
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\\ \\
__RB1095C/RB1095SM Report Parameters__
||Parameter||Description
__Report Parameters & Filters__
||Report Parameters||
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|Override Line 16|When set to “Y”, Line 16 will still be populated even if the Minimum Essential Coverage Offer (MEC) is less than 95% of the full-time employees in the system and the MEC indicator ‘No’ box is toggled on the 1094c form Part III.
|Skip Part Time EE|When set to “Y”, 1095C will not include employees who were not full-time employees in any month of the year and were not enrolled in an ACA benefit plan.
|Sort By| How the 1095C forms should be sorted. The available options are:\\Pay Destination + Department Code + Last Name\\Pay Destination + Last Name\\Auth Area + Last Name\\Last Name. This is the default if none of the above options are chosen.
\\
__RB1095C/RB1095SM Report Filters__\\
* These filters can be used to produce a subset of 1095C forms for specific employees or groups of employees.
|Sort By | How the 1095C forms should be sorted. The available options are:\\Pay Destination + Department Code + Last Name\\Pay Destination + Last Name\\Auth Area + Last Name\\Last Name. This is the default if none of the above options are chosen.
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__NOTE__:\\
**If ALEMemberSetUp is set up with IDLN, then the 'Location' filter should be defined.
**If ALEMemberSetUp is set up with IDDP, then the 'Department' filter should be defined.
**If ALEMemberSetUp is set up with IDGR, then the 'Group' filter should be defined
__Report Filters__
These filters can be used to produce a subset of 1095C forms for specific employees or groups of employees. \\NOTE: If ALEMemberSetUp is set up with IDLN, then the 'Location' filter should be defined. If ALEMemberSetUp is set up with IDDP, then the 'Department' filter should be defined.
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* The RB1095C process will produce a PDF file that contains a 1095C form for each employee. This can be printed on blank paper, with the instructions printed on the back (if printing duplex).
The RB1095C process will produce a PDF file that contains a 1095C form for each employee. This can be printed on blank paper, with the instructions printed on the back (if printing duplex).
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* If applicable, a continuation page for Part III Covered Individuals will be printed following the 1095C form.
If applicable, a continuation page for Part III Covered Individuals will be printed following the 1095C form.
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\\ \\
\\ \\ \\
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__RB1094C Report Parameters__
||Parameter||Description
|Entity|Defines the Entity the 1094C report/file is produced for
|Year|Defines the reporting year for the 1094C report/file
|As of Date| Start date for the reporting period. This will also determine date-sensitive information such as employee addresses.
__Report Parameters & Filters__
||Report Parameters||
|Entity | Defines the Entity the 1094C report/file is produced for
|Year | Defines the reporting year for the 1094C report/file
|As of Date | Start date for the reporting period
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|Skip Part Time EE|When set to “Y”, 1095C will not include employees who were not full-time employees in any month of the year and were not enrolled in an ACA benefit plan.
|Correct Form|Defines which ACA form is being corrected. Options are: None, 1094C or 1095C
|Transmission Type|Defines the tranmission type. Options are: C-Correction, O-Original, R-Replacement
|Replacement Type|Defines the replacement type. Options are: Submission Replacement, Transmission Replacement
|Test File Code|Defines the file code type. Options are: P-Production, T-AATS
|Interface Code |Defines the name of the IDIF definition that is used to create the 1094C form/file. The HL supplied IDIF is HL$ACA1094C-yyyy. Details for this interface code can be found in the IDIF – Defining values for the 1095C/1094C Forms and File section.
|Directory Name |Defines the directory where the 1094C file will be stored. The file name has a fixed name format.
|Corrected Form| Defines which ACA form is being corrected. Options are: None, 1094C or 1095C
|Transmission Type| Defines the tranmission type. Options are: C-Correction, O-Original, R-Replacement
|Replacement Type| Defines the replacement type. Options are: Submission Replacement, Transmission Replacement
|Test File Code| Defines the file code type. Options are: P-Production, T-AATS
|Interface Code | Defines the name of the IDIF definition that is used to create the 1094C form/file. The HL supplied IDIF is HL$ACA1094C-yyyy. Details for this interface code can be found in the IDIF – Defining values for the 1095C/1094C Forms and File section.
|Directory Name | Defines the directory where the 1094C file will be stored. The file name has a fixed name format.
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\\
__RB 1094C Report Filters__\\
* Use these filters to restrict the employees that are included in the 1094C report/file \\
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* Any error messages will be output into the run log, which can be viewed on DMEX, VMEX, VMEXF or running RMEX.
__Report Filters__
Use these filters to restrict the employees that are included in the 1094C report/file \\
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* The 1094C File is named using the following naming convention:\\
Any error messages will be output into the run log, which can be viewed on DMEX, VMEX, VMEXF or running RMEX.
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The 1094C File is named using the following naming convention:\\
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* The manifest file is created using the naming convention and the full 1094C report is produced.
\\ \\
The manifest file is created using the naming convention and the full 1094C report is produced.
\\ \\ \\
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!!!ACA Prior Tax Year Updates
__2019__\\
* AIR TCCs for Transmitters and Issuers that are in Production status will remain in Production status. No additional testing is needed for Tax Year 2019.
* Software Developers need to update their ACA Application for TCC each year to obtain a new software identification number for the new tax year
*Software Developers who passed testing for any tax year ending after December 31, 2014 do not need to test for the current tax year. Software IDs are scheduled to move to Production one week from the date the software IDs are assigned.
** When the 2019 software packages are added, Responsible Officials will need to re-sign the ACA Application for TCC.
** AIR Transmissions (both live and test) will reject If the ACA Application for TCC is not signed and in Completed status.
** Allow 48 hours before transmitting to Production after passing any required testing.
__2018__ \\
To generate tax year 2018 returns in AATS until 10/24/2019 and Production until 12/31/2019, use:
* Manifest file from tax year 2018 schema package
* Form data file from tax year 2018 schema package
* PaymentYr value “2018”
* Software ID for 2018 (2018 software IDs start with 18XXXXXXXX)
__2017__ \\
To generate tax year 2017 returns in AATS until 10/24/2019 and Production until 12/31/2019, use:
* Manifest file from the tax year 2017 schema package
* Form data file from the tax year 2017 schema package
* PaymentYr value: “2017”
* PriorYearDataInd value: “1”
* Software Id for 2017 (2017 software IDs start with 17XXXXXXXX)
* Use the Interface Format for 2017
__2016__ \\
To generate tax year 2016 returns in AATS until 10/24/2019 and Production until 12/31/2019, use:
* Manifest file from tax year 2017 schema package for Production
To generate tax year 2016 returns in Production, use:
* Form data file from tax year 2016 schema package
* PaymentYr value “2016”
* PriorYearDataInd value “1”
* Software Id for 2016 (2016 software Ids start with 16XXXXXXXX)
* Use the Interface Format for 2016
!!Submitting Test Files
The IRS requires that High Line, as part of the Software ID approval process, submit a series of test files with specific scenarios of data. These test files have been approved for 2019 and the 2019 Software ID is included in the ACA year end patch. \\ \\
The IRS also requires employers to submit a test file, to confirm the transmission linkage. This file must __contain no real employee data such as SSNs.__\\ \\
Only Clients who will be doing the ACA file transmission for the first time under their own TCC number are required to submit a test file for 2019. \\ \\
High Line provides a transmission test file for clients using Personality ACA reporting for the first time in 2019. \\ \\
__XML file for Test Scenario 7__\\
* Manifest_1094C_Request_BBJ4V_20180120T125609822Z.xml
* 1094C_Request_BBJ4V_20180120T125609822Z.xml
NOTE: Organizations need to replace our TCC (BBJ4V) with their own TCC for both:
* The .xml file name __UniqueTransmissionId__
* In the Manifest file __DocumentSystemFileNm__
This page (revision-43) was last changed on 08-Feb-2023 14:49 by Lilia UrtanTop