Sonoma County Office of Education. ACA Reporting Affordable Care Act
|
|
- Annis McCarthy
- 5 years ago
- Views:
Transcription
1 Sonoma County Office of Education ACA Reporting 2016 Affordable Care Act Presenters: Marie White and Tracy Lehmann 12/8/2016
2 Affordable Care Act (ACA) Based on The Affordable Care Act of 2010, employers with 50 or more FTE (full-time equivalent) must offer coverage to full-time employees and dependents. IRS defines full-time employees work an average of at least 30 hours per week (130 hours) in a calendar month. Employers must provide an annual return reporting the health insurance that is offered to employees. In addition, they are subject to the Employer Shared Responsibility provisions. The IRS required forms are 1095-B and 1095-C. ACA Reference: ***IRS Extended ACA to March 2, 2017*** Insurers, self-insuring employers, other coverage providers, and applicable large employers now have until March 2, 2017 to provide Forms 1095-B or 1095-C to individuals, which is a 30-day extension from the original due date of January 31, Electronic filing is due March 31, 2017 and will be submitted by SCOE IT. Escape Release ACA Changes Available in mid-decmber 2016 ACA Review Page 1
3 ACA Checklist Setup in Escape Organization Record Review Section 10 ACA Setup ALE (Applicable Large Employer 50 FTE or More) = Yes Verify that the W2 Address and contact information are correct If changes needed in Org Record, send request to helpdesk@scoe.org Bargaining Unit Review ACA Bargaining Unit for employees not covered by a BU Review ACA Defaults Tab Review Look Back Periods Tab (Only needed for ACA BU) Benefit Groups/Providers Review MED and OPT Out groups Review Benefit Providers have Group Codes Employee Management Add ACA to Employee if NO Assignment Benefit Provider Tab - Use Coverage Dates for prepaid or retroactive dates Addons Review Addons that are flagged to Affect ACA Hours Review Lump Sum addons for the Number of ACA Hours, as needed Reports Run the Pay60 ACA Measurement Period Report Review the data for accuracy and qualification of hours for benefits Employee ACA Load the ACA information into the Employee ACA activity Check Problems, review and resolve Review the data for accuracy FINAL ACA Employee List Due February 10, 2017 Employee ACA List for only those receiving Form 1095-C Export list to Excel with total number of forms, submit to helpdesk@scoe.org 2016 ACA Review Page 2
4 Review ESCAPE ACA Setup Organization Record Review that your District is setup for ACA if you are an ALE Appicable Large Employer with 50 FTE or more. Verify that the contact information is up to date. The Org record is based on user permissions, for changes send a request to helpdesk@scoe.org. Go to System Setup - Organization Record Section 9 W2 Overrides Must have Employer and Contact information completed, this is default for ACA or go to Section 10 if there is a differenct contact for ACA Reporting. Section 10 ACA Setup ALE - Set the flag to YES if the District is considered an ALE Self Insured - Horicon District Only Prepay Benefits - Set the flag to YES if District prepays benefits the month before coverage begins 2016 ACA Review Page 3
5 Review Bargaining Units Go to HR/Payroll - Setup - Assignment - Bargaining Units ACA Default Tab Update existing bargaining units ACA Default Tab ACA Reporting has two methods: Monthly and Look-back Monthly Used with set work hours and set schedule Fill out the ACA Default tab only Look-Back Used for hours that are variable Fill out both the ACA Defaults and the ACA Look-back Period tabs From - Enter the beginning effective dates for Benefit Provider rates. This determines when this provider/level has the specified benefits cap and coverage reporting parameters. Thru Use End Date of rates changes. Leave blank until cap amount changes. MEC Provider - Minimum Essential Coverage Use the lookup to define the benefit provider for reporting the MEC Provider. Must be maintained to avoid the fee and be in compliance with the shared responsibility requirement. MEC Level - Use the lookup to define the benefit provider level for reporting the MEC. This can be the level with the lowest premium amount for self-only coverage. ACA Benefit Cap - Enter amount to be paid by employee for the lowest-cost monthly premium for selfonly. Example if no cost to the employee than this field should be Offer of Coverage Default - Use the lookup to select from options as define by the IRS. The coverage offered to the employee, spouse and dependents, if any. Code 1A Qualifying Offer Minimum Essential Coverage providing minimum value offer to full-time employee with employee contribution for self-only coverage equal to or less than 9.5% mainland single Federal Poverty line at least MEC offered, as well as MEC offered to spouse and dependents ACA Review Page 4
6 Safe Harbor Default - Use the lookup to select from options as define by the IRS. This is the default for reporting the Safe Harbor method you are using for determining if coverage is considered affordable. Coverage Waiting Period - Enter the number of months an employee of this bargaining unit must wait before benefit coverage is offered. Minimum ACA FTE - Enter the minimum FTE that will define employees with FTE equal to or greater that the number entered as full time. Example enter.75 FTE if this is the minimum for your District. Example: Teachers are defined as.75 FTE, yet the teachers are considered full time. In this case, you would enter.75 in the Minimum ACA field for the teacher's bargaining unit. Example: The number of hours worked is the sole factor for determining full time. Teachers are defined at 1.0 FTE, but work 7 hours. In this case, you would leave the field blank so that only the number of hours worked would be considered when determining full time status. Example: Same as above, but you want 1.0 FTE/ 7 hours to be considered full time. In this case, you would enter 1.0 as the minimum FTE for the bargaining unit. Determining Full-Time Employees for Purposes of Shared Responsibility for Employers Regarding Health Coverage ( 4980H) ACA Review Page 5
7 Review ACA Look-Back Periods Tab only needed for ACA BU Under the look-back/stability period safe harbor method, an employer would determine each employee s fulltime status by looking back at a defined period of not less than three but not more than 12 consecutive calendar months, as chosen by the employer (the measurement period), to determine whether during the measurement period the employee averaged at least 30 hours of service per week. Add Measurement Period for to cover each calendar year Measurement Start - Enter the date the measurement period started Measurement Months - Enter the number of months in the measurement period Admin Months, Stability Months and Measurement End automatically populate Add ACA Bargaining Unit to Employees Now that the ACA Defaults and ACA Look-Back Period are defined, it's time to add the bargaining unit to the employee. This field is used when the employee does NOT have an assignment. Reminder: If an employee terminates mid year, than the ACA BU must be added to the employee record or this will be a Problem in the Employee ACA List. Go to HR/Payroll - Employment - Employment Management Recommendation: Add the ACA BU to all employees, this does not affect the assignment BU and will ensure that the employee is covered by a BU for the entire calendar year. This is also one less step to remember when they terminate ACA Review Page 6
8 Benefit Groups Go to HR/Payroll - Setup - Benefit - Benefit Group Review: The MED and OPT Benefits groups need to be established for ACA In addition, the Benefit Groups are designed for organizations that annualize benefit costs. The group allows you to group providers (e.g., Medical, Vision, Dental) so that when an employee changes providers during open enrollment, Escape can determine how much was paid to each provider and recalculate rates for the rest of the year. MED Group - Benefit Provider Group that begins with MED for employees who have medical coverage. This groups medical providers together MED Post Tax A new MED Group is needed to add to Benefit Providers that are post tax if Districts have employees with both pretax and post tax benefit providers. OPT Group - Benefit Provider Group that begins with OPT for employees who have opted out and declined medical coverage ACA Review Page 7
9 Benefit Providers Go to HR/Payroll - Setup - Benefit - Benefit Providers Review: The MED and OPT Benefits Groups must be added to Benefit Providers. MEDPOST Benefit Group must be added to Districts if employess have both pretax & post-tax benefits. If MED or OPT Group not added to Benefits Providers and records are locked, you will need to send a request to helpdesk@scoe.org with a list of Benefit Providers and the name of the Group Code ACA Review Page 8
10 Benefit Provider Tab Go to HR/Payroll - Employment - Employment Management Add the benefit to the employee record Use the Coverage Begin Date to show the employee actual start of benefits. This would be used for prepaid benefits of if an employee needed to be retroactive for benefit start date. This is for ACA only, does not adjust payroll deductions or contributions. Dependents Tab Go HR/Payroll - Employment - Employment Management It s highly recommended that Dependents with Medical Coverage be added to the employee record, but it s only required for Self-Insured Districts (Horicon District Only) If dependents were already added to the employee records, they can now be flagged for Medical Coverage by changing the Medical field to YES ACA Review Page 9
11 Addons Flag to Affect ACA Hours Go to HR/Payroll - Setup - Payroll - Addons Addon Hours are determined to be active in the month based on the year/month of the adjustment. Hours for Addons are included in the calculations only if the Affect ACA Hours flag is set to YES. If it is set to YES, the number of hours is based on the Rate 1 Option: H {Use an hourly rate} - Uses the units for the pay adjustment D {Use a daily rate} - Uses the hours per day for the position or the hours per day for the Addon. Defaults to 8 hours per day Locked (L), position pay (P), base pay (B) or blank - Uses the entry in the Number of ACA Hours field. If Rate 1 option is Locked this does not calculate for ACA Hours. It s best to use hourly or daily, which means a salary schedule should be used as well. NOTE: If the addon has negative units, those hours will reduce the hours for ACA 2016 ACA Review Page 10
12 ACA Measurement Period Report This report helps to determine eligibility for benefits and used as an audtit for Employee ACA Activity. When checking for benefit coverage Pay60 report and the ACA load activity, the system will first check the Benefits Provider Tab for Coverage Begin Date and Coverage End Date if they exist, if they do not, then it will use the Begin and End dates. Go to HR/Payroll - Reports- Payroll Pay 60 ACA Measurment Period Report Start Date - Leave blank to default to today s date Months 12 Default Minumim Hours Default Click GO Review Report to verify employees are expected to be on report Example PAY60 Report: Use this Report to audit Employee ACA Activity. Full-time Employees should receive a 1095-C Form. IRS Considers Full-time 30 hours per week or 130 hours per month. Look for hours that may qualify for employees without an assignment 2016 ACA Review Page 11
13 Employee ACA Reporting Go to HR/Payroll - Processes - Tax Reporting - Employee ACA Quick Start: ACA or Enter To get to Employee ACA Review Tools in top right corner to view Escape ACA Reporting User Guide Create Search Favorite for Employee ACA 2016 Defining Your Search Criteria Calendar Year - Enter the calendar year. Defaults to the open ACA Calendar year. Employee ID Leave blank for entire list or Enter the employee ID, can choose multiple employees by enter common in between Reload Now - Set to YES to reload all employees that have been on a pay cycle in the calendar year based on the pay cycle date. The reload process DOES NOT overwrite any of your overrides. Open reporting months will update based on changes in Org Record, Benefit Providers, Bargaining Unit, Employee Record, finally it loads the addon and assignment hours from open and processed payrolls. Loads: Pay Detail Organization Setup Bargaining Unit Benefit Provider Employee Record All open months will be reloaded Closed months will not be reloaded Overrides from the tabs of Employee ACA record will not be reloaded Click Go to generate the list of employees to review 2016 ACA Review Page 12
14 Review list of employees Use the Pay60 to verify that all Full-time employees are receiving Form 1095-C Use the Quick Link to go to Employee Management to review and make changes. Return to search to reload to review changes, this could take a few minutes to see changes. Can Export to Excel to review Month/Hours Worked columns; if employee worked 130 in any months of the calendar year, then they should receive a 1095-C Form. Doesn t mean they qualify for coverage or offered benefits. Review the Problem column for possible issues Click on the header in the Problem column to sort Yes to the top of list for easier way to work the list Double click to open the employee record to review Employee Tab - This is Read Only, if you need to make changes to this information, you can go to Employee Management or you can use the quick link to make the changes, then you will need to reload to review that it updated on the Employee ACA List. Covered Individuals Tab For Self-Insured Only. This is Read Only, if you need to make changes to this information, you can go to Dependents and Benefit Providers in the employee record or you can use the quick link to make the changes, then you will need to reload. Offer of Coverage Tab Uses Bargaining Unit ACA Default Tab Setup. You can override the full-time flag, the offer of coverage, the employee share, and the safe harbor method. Review Problems Hover over the message or move the columns width to see full error Example: Error Message Unable to determine Barganing Unit. Typically this error can be resolved by adding the ACA Bargaining unit on the employee record in Employment Management in the Employee Tab Section 9 Benefits ACA Review Page 13
15 Hours by Months Tab - You can override the monthly hours amount. Any edits made on this tab will not be overwritten by the Reload. You cannot enter negative numbers. Click on Preview Button to review Form 1095-C - Employer-Provided Health Insurance Offer and Coverage This form must be provided and filed for any employee of an ALE who is a full-time employee for one or more months of the calendar. ALE Members must report the information for all twelve months of the calendar year for each employee. Can override Hours if needed Form 1094-C - Transmittal Employer-Provided Health Insurance Offer and Coverage for Returns This form is electronically filed by SCOE IT 2016 ACA Review Page 14
16 Final Submission of Employee ACA Reporting Due February 10, 2017 by 4:30 pm submit to **Use Search** Favorite you created for Employee ACA 2016 Go to HR/Payroll - Processes - Tax Reporting - Employee ACA Run final list of Employee ACA Calendar Year: 2016 Reload Now? : Yes Click Go to generate list From the list, double click on the Form column to get all 1095-C to top of list Click Export to export to Excel Example: Excel Format Excel List Delete rows with NO 1095-C Forms Add Column A for form count Save in a file that you will remember Send FINAL Excel Employee ACA List to helpdesk@scoe.org By Friday, February 10, 2017 by 4:30 pm 2016 ACA Review Page 15
Sonoma County Office of Education. ACA Reporting 2017
Sonoma County Office of Education ACA Reporting 2017 Presenters: Marie White and Tracy Lehmann 12/12/2017 Affordable Care Act (ACA) Based on The Affordable Care Act of 2010, employers with 50 or more FTE
More informationHR/Payroll Yearly Review
HR/Payroll Yearly Review May 8, 2018 TABLE OF CONTENTS Review for New Fiscal Year District Level Page Bargaining Unit. 2 Job Category/Class. 3 Positions... 4 Salary Schedules.. 5 Calendars. 6 Pay Cycles
More informationEscape HR/Payroll User Group: February 12, 2019
Escape HR/Payroll User Group: February 12, 2019 Review Substitute Addons for Classified and Certificated. It s highly recommended to have addons identified for both certificated and classified and use
More informationSonoma County Office of Education Reporting 2017
Sonoma County Office of Education 1099 Reporting 2017 Presenters: Marie White and Tracy Lehmann 12/14/2017 Overview of Escape 1099 Process Reviewing Setup Loading Information Reviewing Vendors Adding Vendors
More informationSonoma County Office of Education. W2 Reporting Presented by: Marie White and Tracy Lehmann 12/12/ P a g e
Sonoma County Office of Education W2 Reporting 2017 Presented by: Marie White and Tracy Lehmann 12/12/2017 1 P a g e Timeline Schedule District Responsibilities W2 Verification and Payroll Detail Process
More informationAffordable Care Act Series 1 & 2 Codes Form 1095-C
Series 1 Codes Offer of Coverage Affordable Care Act Series 1 & 2 Codes Form 1095-C 1A. Qualifying Offer: Minimum essential coverage providing minimum value offered to full-time employee with Employee
More informationAccounts Receivables Accruals
Accounts Receivables Accruals For FY18 June 20, 2018 Information Technology Understanding the Accrual Process The goal of year-end accrual process is to recognize revenues and expenses in the period in
More informationExpanded Evolution ACA User Guide. Evolution. payrollexperts.com
Expanded Evolution ACA User Guide Evolution 2017 payrollexperts.com 877.536.1907 Payroll Experts - Evolution 2017 ACA User s Guide Table of Contents Affordable Care Act - Employer Responsibilities Overview...
More informationSonoma County Office of Education. W2 Reporting December 6, P a g e
Sonoma County Office of Education W2 Reporting 2018 December 6, 2018 1 P a g e District Responsibilities W2 Verification and Payroll Detail Process December 10 SCOE IT LOAD W2 for Closed Pay Dates December
More informationPayroll- Year End Check List Updated 06/10/14
Payroll- Year End Check List Updated 06/10/14 apple Review/Expire/Delete any Invalid Accounts used in Payroll for FY14 o Fiscal 50 - SACS Component Validation Errors (Finance- Reports Fiscal) o Pay 22
More informationNeeded Information for Reporting under Code Section 6056 for Applicable Large Employers ( ALE ) with Self-Insured Health Plans
Needed Information for Reporting under Code Section 6056 for Applicable Large Employers ( ALE ) with Self-Insured Health Plans Information Needed Form/Lines Comments Answer General Applicable Large Employer
More informationAccounts Receivables Accruals
Accounts Receivables Accruals For FY16 June 16, 2016 Information Technology Understanding the Accrual Process The goal of year-end accrual process is to recognize revenues and expenses in the period in
More informationPayroll-Year End Check List
Payroll-Year End Check List Review/Expire/Delete any Invalid Accounts used in Payroll for FY13 o Fiscal50-SACS Component Validation Errors (Finance-Reports-Fiscal) o Pay22-Payroll Labor Errors (HR/Payroll-Reports-Payroll)
More informationAccounts Receivables Accruals
Accounts Receivables Accruals For FY13 June 14, 2013 Sonoma County of Education Information Technology References: 13.02 Release: Finance Processes Year End Closing Chapter 5 AR Invoices (see pages 5-18
More information2018 IRS ACA Reporting Completing Your Confirmation Page
Revised Oct. 23, 2018 2018 IRS ACA Reporting Completing Your Confirmation Page SB-25770-XXXX Need Help? You are welcome to call your consultant with any questions at 800-654-8489 and their extension: Kim
More informationDemystifying the ACA 1095-C and 1094-C Forms
Demystifying the ACA 1095-C and 1094-C Forms June 9, 2016 1 I am.. Cathy Kennedy, CPA Senior Tax Compliance Manager of NA 2 AGENDA Learn the basics of completing the Forms 1095-C and the 1094-C Transmittal
More informationACA Cloud Compliance Solution
ACA Cloud Compliance Solution System Setup and Maintenance Quick Reference Guide Last Update 3/9/2018 125 N. Kickapoo Lincoln, Illinois 62656 integrity-data.com 888.786.6162 **Updated Documentation** visit
More informationBenefits Module Release Notes
Release Notes for 03/12/19 Modifying an Existing Quality of Life Event The functionality for an employee to modify an existing Qualifying Life Event (QLE) or choose to begin a new QLE will be released
More informationMastering Forms 1095-C and 1094-C. Brought to you by Preferred Insurance and The DeChristopher Group May 20, 2015
Mastering Forms 1095-C and 1094-C Brought to you by Preferred Insurance and The DeChristopher Group May 20, 2015 Disclaimer The information contained in this presentation is based on IRS guidance issued
More informationMandatory Affordable Care Act January 31, 2017 IRS Code Section 6056 Reporting: Forms 1094-C and 1095-C
October 20, 2016 To: Re: M&SCA Member Companies Mandatory Affordable Care Act January 31, 2017 IRS Code Section 6056 Reporting: Forms 1094-C and 1095-C From: Timothy J. Brink, EVP As you may know the Patient
More informationWeb Benefits Admin User Guide
Web Benefits Admin User Guide. Table of Contents Navigate to Web Benefits... 3 Accessing Employee User Accounts... 4 Employee profile... 4 Active coverage... 5 Event history... 6 Family... 6 Adding a New
More informationNon-Calendar Year Health Plans Delayed Effective Date Worksheet May 2015
May 2014 Non-Calendar Year Health Plans Delayed Effective Date Worksheet Do I qualify for the delayed effective date for the Employer Shared Responsibility Requirements under PPACA? Some, but not all,
More informationGlossary of Terminology
Glossary of Terminology Form 1095C Form 1094C Individual Statement furnished by the ALE to both the IRS and Employee Company Statement furnished by the ALE to the IRS Administrative Period: It is a period
More informationYear-End ACA Processing 2017
Year-End ACA Processing 2017 * * PERSONA * * applied systems technology TECHNICAL DOCUMENT 1 ***** Major Announcement regarding submittal of electronic ACA files to IRS. ***** AST will not be supporting
More informationProcessing Retiree Insurance Deductions
Guided Practice 13 Processing Retiree Insurance Deductions September 20, 2017 This guide will walk you through: Global rate changes Initial enrollments Change enrollments Retroactive coverage Correction
More informationACA Employer Reporting Guide. A practical guide to understanding the ACA 1094 and 1095 employer reporting requirements
ACA Employer Reporting Guide A practical guide to understanding the ACA 1094 and 1095 employer reporting requirements Version 7 Updated October 2016 Table of Contents INTRODUCTION TO ACA EMPLOYER REPORTING...
More informationAccounts Receivables Accruals
Accounts Receivables Accruals For FY14 June 18, 2014 Information Technology References: 14.02 Release: Finance Processes Year End Closing Chapter 5 AR Invoices (see pages 5-19 to 5-24) Home Page Help from
More informationMARATHON FINANCIAL ACCOUNTING END OF CALENDAR YEAR
The following instructions will guide you through the end of a calendar year process. This process includes steps for W-2 Forms, Electronic W-2 Filing, Clear Calendar Year to Date Totals, Tax Table updates
More informationACS YEAR-END FREQUENTLY ASKED QUESTIONS. General Ledger
ACS YEAR-END FREQUENTLY ASKED QUESTIONS This document includes answers to frequently asked questions about the following ACS modules: General Ledger Payroll Accounts Payable Accounts Receivable General
More informationACA Reporting Checklist for Self-Insured Employer Plan Sponsors
ACA Reporting Checklist for Self-Insured Employer Plan Sponsors IRC Section 6055 EMPLOYER TASK CHECKLIST WHAT NEEDS TO BE DONE Define employer s status as a controlled group or member of a controlled group
More informationThe claims will appear on the list in order of Date Created. The search criteria at the top of the list will assist you in locating past claims.
P r a c t i c e M a t e M a n u a l 63 CLAIMS/BILLING TAB Your claim submissions are managed in the Claims/Billing Tab. Claims can be printed, deleted, submitted or unsubmitted here, and rejected or failed
More informationACA COMPLIANCE UPDATE: WHAT S NEXT? NEW IRS INFORMATION REPORTING REQUIREMENTS FOR EMPLOYERS. Presented By: Nanci N. Rogers
ACA COMPLIANCE UPDATE: WHAT S NEXT? NEW IRS INFORMATION REPORTING REQUIREMENTS FOR EMPLOYERS Presented By: Nanci N. Rogers Two New IRS Reporting Requirements For Employers and Health Insurers Designed
More informationHealth Care Reform Information Reporting (Code Sections 6055 and 6056) Forms and Instructions Issued! Mary Powell & Callan Carter March 4, 2015
Health Care Reform Information Reporting (Code Sections 6055 and 6056) Forms and Instructions Issued! Mary Powell & Callan Carter March 4, 2015 Overview The Patient Protection and Affordable Care Act (
More informationAffordable Health Care Reporting Preparation and Reporting Procedures
Affordable Health Care Reporting Preparation and Reporting Procedures Important Dates: Printed 1095 forms are required to be provided to the employees by Jan 31 st. Printed 1094/5 forms for the IRS (if
More informationREVIEW OF THE REPORTING REQUIREMENTS UNDER CODE SECTIONS 6055 AND 6056
REVIEW OF THE REPORTING REQUIREMENTS UNDER CODE SECTIONS 6055 AND 6056 By Larry Grudzien Attorney at Law (708) 717-9638 larry@larrygrudzien.com September 2014 Introduction The Affordable Care Act ( ACA
More information2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C
Revised Jan. 17, 2019 2018 IRS ACA Reporting Reviewing, Correcting, and Certifying Your Forms 1095-C SB-25770-XXXX Need Help? You are welcome to call your consultant with any questions at 800-654-8489
More informationHealth Insurance Contribution/Subsidy Strategies Guide Including Adoption Agreement Site Information & Scenarios
Health Insurance Contribution/Subsidy Strategies Guide Including Adoption Agreement Site Information & Scenarios September 2016 About This Guide IMPORTANT INFORMATION This guide is intended to help McDonald
More informationSage Abra HRMS Abra Workforce Connections. Benefits and Planning Guide
Sage Abra HRMS Abra Workforce Connections Benefits and Planning Guide 2010 Sage Software, Inc. All rights reserved. Sage, the Sage logos, and the Sage product and service names mentioned herein are registered
More informationRESOLV CONTAINER MANAGEMENT DESKTOP
RESOLV CONTAINER MANAGEMENT DESKTOP USER MANUAL Version 9.2 for HANA Desktop PRESENTED BY ACHIEVE IT SOLUTIONS Copyright 2016 by Achieve IT Solutions These materials are subject to change without notice.
More informationBudget Transfer Upload Quick Guide
Budget Transfer Upload Quick Guide Version 1.0 May 2015 FAMIS Services The Texas A&M University System 2015 The Texas A&M University System All Rights Reserved Introduction The development of this new
More informationKB Missing from CAT Report
KB Missing from CAT Report Table of Contents Purpose and Overview...1 Process Inputs...1 Process Outputs...1 Procedure Steps...1 Tables...8 Purpose and Overview The Missing from CAT report displays employees
More informationQuestions & Answers (Q&A)
Questions & Answers (Q&A) This Q&A will help answer questions about enhancements made to the PremiumChoice Series 2 calculator and the n-link transfer process. Overview On 3 March 2014, we introduced PremiumChoice
More informationCENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Payroll/Personnel. ACA Reporting Setup Learning Guide
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Payroll/Personnel ACA Reporting Setup Learning Guide 2015 Central Susquehanna Intermediate Unit, USA Table of Contents Introduction... 1 ACA Regulations...
More informationSonoma County Office of Education Information Technology INTERIM SACS2017ALL MANUAL PART 1 OF 2
Sonoma County Office of Education Information Technology INTERIM SACS2017ALL MANUAL PART 1 OF 2 IT Department October 20, 2017 BLANK PAGE Interim Reporting Page 2 INTERIM SACS2017ALL MANUAL Part 1 of 2
More informationPolicyholders Guide to Policy, Billing & Claims
Policyholders Guide to Policy, Billing & Claims http://www.thezenith.com Contents Zenith Underwriting & Premium Contacts... 3 Policy, Billing & Claims Overview... 4 Login to TheZenith.com... 9 Summary
More informationAmending ACA Reporting Forms in the Era of Pay or Play Penalties
» 12/14/17 2017-11 Amending ACA Reporting Forms in the Era of Pay or Play Penalties Overview The Internal Revenue Service (IRS) released information, in the form of Frequently Asked Questions, on the mechanics
More informationGUIDANCE FOR COMPLETING FORM 1095-C AND FORM 1094-C
GUIDANCE FOR COMPLETING FORM 1095-C AND FORM 1094-C FOR WHICH EMPLOYEES MUST A MIIA TRUST MEMBER COMPLETE FORM 1095-C? Members of the MIIA Trust will complete Parts I and II of Form 1095-C for every employee
More informationRegion IV RMIC. SMART HR Retiree and COBRA Insurance Setup & Processing
Region IV RMIC SMART HR Retiree and COBRA Insurance Setup & Processing Revised May 2009 Contents COBRA Checklist... 3 Retiree and COBRA Insurance Processing in SMART HR... 4 Coverage Continuation Notices
More informationReceived Letter 226J Now What?
Received Letter 226J Now What? Issued date: 12/15/17 The IRS issued Letter 226J to certain Applicable Large Employers ( ALEs ). This letter describes the proposed Employer Shared Responsibility Payment
More information14. Roster Processing
14. Roster Processing Plan processing Roster processing Roster processing roster list You can create rosters by entering data manually or by using the file import capability. If you want to create the
More informationReady or Not: ACA Reporting Starts March 31 st!
Ready or Not: ACA Reporting Starts March 31 st! Presented February 2016 by Mary Powell, Tiffany Santos, Elizabeth Loh, Callan Carter & Eric Schillinger Agenda Introduction The Big Picture Open Questions
More informationOpen Enrollment November 1 23, 2016
Open Enrollment November 1 23, 2016 All employees must make Medical, Dental and Vision elections for the new plan year beginning January 1, 2017, by going into the Open Enrollment (OE) portal in MyIIT.
More informationPrelude Section 6055 MEC Reporting Section 6056 ALE Reporting Information Applicable to Both 6055 and 6056 The IRS Forms Takeaways Questions
Presented by: Frances Horn, JD,PHR Employee Benefits Compliance Officer Prelude Section 6055 MEC Reporting Section 6056 ALE Reporting Information Applicable to Both 6055 and 6056 The IRS Forms Takeaways
More informationThe ACA Saga ACA. Where it s been, Where it is today, Where it might go. Where it s been, where it is today, and where it might go
The ACA Saga Where it s been, where it is today, and where it might go ACA Where it s been, Where it is today, Where it might go Legal Disclaimer This presentation is designed to provide general information
More informationIRS Enforcement of Employer Mandate
Agenda How to Avoid an ACA Reporting Penalty And What to Do if You Get One IRS Enforcement of Employer Mandate Steps to Challenge Proposed Assessment Common Reporting Mistakes Tips Copyright 2018 American
More informationQuarterly Reporting Guide. Release 54
Quarterly Reporting Guide Release 54 Contents Quarterly/Annual Reporting... 4 Quarter End Process... 4 Validating the Wages and Taxes Being Reported for the Quarter... 4 Committing the Quarter End... 5
More informationYear 2016: Sage BusinessWorks Year End Tips Guide
Year 2016: Sage BusinessWorks Year End Tips Guide Table of Contents Topic Page Year 2016: Sage BusinessWorks Year End Tips Guide... 1 Table of Contents... 1 Year 2016: Year End Tips for Sage BusinessWorks...
More informationACA Update and Tackling the ACA s Reporting Requirements February 19, Presented by: Stacy H. Barrow Proskauer Rose LLP
ACA Update and Tackling the ACA s Reporting Requirements February 19, 2014 Presented by: Stacy H. Barrow Proskauer Rose LLP sbarrow@proskauer.com Agenda Recent Developments ACA Reporting Requirements 1
More information6.14 (c) - How to Run CAT Reports Missing from CAT Report
6.14 (c) - How to Run CAT Reports Missing from CAT Report Purpose and Overview This report allows users to identify new hires and ongoing staff who exist in HRS but were not included in the CAT at the
More informationTo set up the State Job Classification Code and Non-Classroom based assignment codes, you will do the following:
Data Population for CALPADS HR entry *Updated* All of the staff demographic and staff assignment data required for CALPADS can be entered into Escape. Most of the data is entered as part of the hiring
More informationVision Computer Programming Services, Inc nd S N, Suite A Safety Harbor, FL
Vision Computer Programming Services, Inc. 801 2 nd S N, Suite A Safety Harbor, FL 34695 888-425-6964 email@visioncps.com www.visioncps.com How to use Auto-Billing in Member Tracking Auto-Billing in Member
More informationBudget Construction Training Manual
Budget Cycle Fiscal Year 19 Budget Construction Training Manual Table of Contents Budget Construction Overview... 4 Understanding the Budget Construction Selection Screen... 5 Navigation... 5 Opening a
More informationPlan Member a) Updating the Plan Member s Personal Information... 15
Table of Contents Web Administration INTRODUCTION... 4 WELCOME TO EQUITABLE LIFE OF CANADA... 4 WEB ADMINISTRATION COVERAGE UPDATES... 5 Certificate Summary... 7 a) Terminating the Certificate... 7 b)
More informationUPDATE ON THE AFFORDABLE CARE ACT
18 th Annual Maine Tax Forum 2014 November 6, 2014 UPDATE ON THE AFFORDABLE CARE ACT berrydunn.com GAIN CONTROL INDIVIDUAL SUBSIDIES 1/1/2014 Individual advance premium tax credits available Income requirements
More informationHealth Care Reform UPDATE. A periodic publication about Health Care Reform December 2015 FEATURE STORY ALSO IN THIS ISSUE DISSECTING THE 1095-C FORMS
Health Care Reform UPDATE A periodic publication about Health Care Reform December 2015 FEATURE STORY ALSO IN THIS ISSUE DISSECTING THE 1095-C FORMS The Employer Mandate: Let Us Guide You Through It! Confused?
More informationPNC HSA Funding & Contribution Guide for Employers
PNC HSA Funding & Contribution Guide for Employers How to set up and send employer-directed HSA Contributions with PNC Bank 20180924AHNJ Document Updates The table below details updates made to the document
More informationNEW YORK STATE AUTOMOBILE DEALERS ASSOCIATION & SYRACUSE AUTO DEALERS ASSOCIATION September 16, 2014 Meeting Syracuse, New York
NEW YORK STATE AUTOMOBILE DEALERS ASSOCIATION & SYRACUSE AUTO DEALERS ASSOCIATION September 16, 2014 Meeting Syracuse, New York Affordable Care Act Update Are We There Yet? Topics to be Covered Review
More informationACCOUNTS PAYABLE. Generally an invoice is recorded in A/P to pay for expenses, inventory or other amounts owed by the company excluding payroll.
Contents Finance Payables Update AP Invoice... 1 Quick Pay:... 2 Examples of Invoices... 5 Finance Payables Update AP Cheque... 6 Finance Payables Update AP to AR... 10 Inquiries and Reports... 11 Finance
More informationIRA FMV and Contribution Report Wizard Instructions for Tax Reporting Service Clients
IRA FMV and Contribution Report Wizard Instructions for Tax Reporting Service Clients Wizard Purpose The IRA FMV and Contribution Report Wizard must be completed by financial organizations with a 5498
More informationLarry Grudzien Attorney at Law
By Larry Grudzien Attorney at Law 1 The Affordable Care Act ( ACA ) created new reporting requirements under Internal Revenue Code ( Code ) 6055 and 6056. Under these new reporting rules, certain employers
More informationIRS Q&A About Employer Information Reporting on Form 1094-C and Form 1095-C
IRS Q&A About Employer Information Reporting on Form 1094-C and Form 1095-C On December 22, 2016, the Internal Revenue Service (IRS) updated its longstanding Questions and Answers about Information Reporting
More informationIntegrated Payments: Online Payment Control & Online Payment History Quick Reference Guide
Integrated Payments: Online Payment Control & Online Payment History Quick Reference Guide Table of Contents File Summary (Online Payment Control Only)... 2 Payment Statuses... 4 Payments Search... 5 Pending
More information1099 Basic Concepts. 0 P a g e
2018 1099 Basic Concepts 0 P a g e TABLE OF CONTENTS CHECKLIST 1099 CHECKLIST 2 1099 OVERVIEW 3 1099 TIMELINE SCHEDULE 3 1099 BASIC CONCEPTS IMPENDENT CONTRACTORS VS. EMPLOYEE 4 HIRING A U.S. VENDOR 5
More informationReporting Presented by: Greg Stancil, RHU, ChHC Director of Health Care Reform Scott Benefit Services
6055 6056 Reporting Presented by: Greg Stancil, RHU, ChHC Director of Health Care Reform Scott Benefit Services This Scott Benefit Services presentation is not intended to be exhaustive nor should any
More informationUpdate Funding for Positions with Salary Caps or involve Multiple Components of Pay
Step-By-Step Guide UCLA UCPATH Update Funding for Positions with Salary Caps or involve Multiple Components of Pay Use this task to Update funding for a filled, single-headcount position using the Salary
More informationBenefits Open Enrollment
Benefits Open Enrollment Checklist As open enrollment nears, please ensure you review the following through your GreenshadesOnline Benefits setup. If you have any questions about these items and/or your
More informationMake sure the client aged receivables balance to the general ledger total. Write off client balances. Pick a date that makes sense: a. b. c. d.
Overview This document provides conversion tips and instructions for entering client and general ledger beginning balances Entering beginning balances in Nexsure entails bringing balances forward from
More informationOVERVIEW GUIDE TO HOME COUNSELOR ONLINE NATIONAL FORECLOSURE MITIGATION COUNSELING (NFMC) FEATURES
OVERVIEW GUIDE TO HOME COUNSELOR ONLINE NATIONAL FORECLOSURE MITIGATION COUNSELING (NFMC) FEATURES WHO SHOULD USE THIS OVERVIEW GUIDE? WHAT IS NFMC? This overview guide contains information for Home Counselor
More informationAdditional Medicare Tax User Guide for QuickBooks
Additional Medicare Tax User Guide for QuickBooks Beginning tax year 2013, a new Additional Medicare Tax (a provision of the Affordable Care Act) of 0.9 percent applies to individuals Medicare taxable
More informationSentric. Common 1095-C Scenarios
Sentric Common 1095-C Scenarios Introduction Mike Petrasek Customer Success Marketing Manager Before We Begin A Disclaimer If you re unsure then talk to your accountant or benefits broker. Agenda Resources
More informationAffordable Care Act Reporting Forms 1094 & February 2, 2016 Kathy D. Petrucci & Zachary Davis
Affordable Care Act Reporting Forms 1094 & 1095 February 2, 2016 Kathy D. Petrucci & Zachary Davis 614-586-7214 614-586-7235 Firm Overview Since 1956, & Co., Inc. provides accounting, tax, and business
More information2017 Year-End Guide. As always, we thank you for your continued business and wish you the very best this holiday season.
2017 Year-End Guide Please review this year-end guide carefully to ensure that you are aware of any and all action items that may affect your company. Following the guidelines and meeting the deadlines
More informationSMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014
SMHS/SPHHS Budget Development Application User Guide Original 12/07/2006 Updated 01/28/2014 Table of Contents Logging On... 3 Navigating the Budget Worksheet... 4 Navigating to other Fund Centers... 5
More informationACA: W-2s, 45R and 4980H
Chapter 3 ACA: W-2s, 45R and 4980H Oh my! 1 W-2 reporting of health coverage 3-21 Employer who filed 250 or more W-2s in prior year. Likely needs to be reminded that DD amount is not taxable. DD $18,454
More informationThe Cash Receipts system has an electronic approval process that will consist of approvals by intermediate approvers and student business services.
All departments must use the Cash Receipts system to record receipt of cash, checks, wires and credit card payments. Cash Receipts for revenue contracts will interface to the Contract AR system where you
More informationMASTER SCHEDULING GUIDE TO CREATING CREDIT RECOVERY SECTIONS IN PERIODS 50-75
MASTER SCHEDULING GUIDE TO CREATING CREDIT RECOVERY SECTIONS IN PERIODS 50-75 USER GUIDE ON CREATING CREDIT RECOVERY SECTIONS IN MISIS Per LAUSD MEM-6733.1 Credit Recovery Program Opportunities, all schools
More informationIMPORTANT HEALTH REFORM INFORMATION FROM THE NEW YORK STATE TEAMSTERS COUNCIL HEALTH AND HOSPITAL FUND. September 16, 2013
IMPORTANT HEALTH REFORM INFORMATION FROM THE NEW YORK STATE TEAMSTERS COUNCIL HEALTH AND HOSPITAL FUND September 16, 2013 Dear Contributing Employer: The New York State Teamsters Council Health and Hospital
More informationACA Reporting Simplified
ACA Reporting Simplified What You Need to Know to Meet the Requirements Brought to you by ACA reporting still required by employers Despite attempts by the current administration to repeal and replace,
More informationAffordable Care Act: Are We There Yet? ASBO October 14, 2015
Affordable Care Act: Are We There Yet? ASBO October 14, 2015 Jill E. Hall, Esquire Bowles Rice LLP 600 Quarrier Street Charleston, West Virginia 25301 304-347-1128 jhall@bowlesrice.com Review 2015 has
More informationKuali Budget Construction Training Guide
Kuali Budget Construction Training Guide May 2016 Table of Contents SECTION 1 INTRODUCTION TO BUDGET CONSTRUCTION... 2 Accessing Budget Construction in KFS... 3 General Concepts when Using Budget Construction...
More informationHealth Care Reform EMPLOYER BASICS 11/11/13. Health Care Reform Update. Ross Manson, Principal Tonya M. Rule, Tax Manager
Health Care Reform Ross Manson, Principal Tonya M. Rule, Tax Manager 1 Health Care Reform Update ACA employer penalties delayed until 2015 1/1/2014 Establishment of Public Exchanges Payment of Individual
More informationGreenshades Garnishments User Guide
Greenshades Garnishments User Guide 1. 1. General Overview... 4 1.1. About this Guide... 4 1.2. How Greenshades Garnishments Works... 4 1.3. Default Deduction Setup within GP... 5 1.4. Employee Deduction
More informationFREQUENTLY ASKED QUESTIONS (FAQ) ABOUT THE ACA:
FREQUENTLY ASKED QUESTIONS (FAQ) ABOUT THE ACA: Full implementation of the Patient Protection and Affordable Care Act (ACA) is less than a year away. Regulations impacting school districts have been issued
More informationHealth Care Reform. Ross Manson, Principal Tonya M. Rule, Tax Manager. Health Care Reform Update. ACA employer penalties delayed until /1/2014
Health Care Reform Ross Manson, Principal Tonya M. Rule, Tax Manager 1 Health Care Reform Update ACA employer penalties delayed until 2015 1/1/2014 Establishment of Public Exchanges Payment of Individual
More informationRace to the Finish. End of Year ACA, 1095-C, 1094-C. Presented by
Race to the Finish End of Year ACA, 1095-C, 1094-C Presented by Erica Hjelle, Client Manager Kristine Olson, Senior Compliance Analyst Danny Sayotovich, Development- Maintenance Agenda What is the 1095-C
More informationVHFA Loan Origination Center
User Guide 1 How to Access 3 Where to access (1) www.vhfa.org Home Page > (2) Business Partners > (3) Loan Origination Center 1 2 3 4 Access & Log In 5 First time access (1) Enter Lender ID, Username and
More information2016 ACA Reporting: A Closer Look at the Final Forms and Instructions
2016 ACA Reporting: www.ssnesbitt.com A Closer Look at the Final Forms and Instructions PRESENTED BY MATT STILES & MATTHEW CANNOVA MAYNARD COOPER & GALE, P.C. October 18, 2016 Copyright 2016 Maynard Cooper
More informationReporting Requirements
1 3/31/2015 6055/6056 Reporting Requirements Susan J. Freed Davis Brown Law Firm Reporting Requirements IRC Sections 6055 & 6056 6055 requires reporting by any person providing minimum essential coverage
More informationWashington State Requirements
Washington State Requirements Release 7.0 SP3/FP5 Training/User Guide Revised: 06/23/11 2011 New World Systems Corporation. All Rights Reserved. All rights reserved. Information within this document is
More informationWe have made a preliminary calculation of the Employer Shared Responsibility Payment (ESRP) that you owe.
Department of the Treasury Internal Revenue Service Group 2219 7300 Turfway Road, Suite 410 Florence, KY 41042 Tax year: Letter date: Employer ID number: Contact name: Contact ID number: Contact telephone
More information