ACA Year End Processing

Modified on Thu, 4 May, 2023 at 3:03 PM

ACA Year End Processing involves the completion of a group of tasks including generating, populating, reviewing, and electronically delivering files. Use the ACA year end processing checklist to complete steps to close out the year and prepare files to submit required information.

ACA Year End Processing Checklist

The ACA Year End Processing Checklist provides information on how to process year end information. Follow each step of the checklist to submit each form.

Navigation: Menu > Team > HR > ACA > ACA Year End Processing

From the ACA Year End Processing page, select the View ACA Company Tax Year icon for the applicable year and company to process.
If the processing year is not available, select Add Tax Year Entry to add a new tax year to the checklist.
In the checklist, complete any applicable required and optional steps. Each step is marked complete when finished, and the status bar at the top of the page indicates the completion status percentage. The following options are included in the checklist:
1. Repopulate 1095-C Forms (Optional): This section of the checklist enables authorized users to repopulate forms, and create, populate, edit, finalize, and unfinalized employee forms.
2. Finalize 1095-C Forms: This section of the checklist allows users to finalize existing Forms 1095-C and create, populate, edit, finalize, and unfinalized new employee forms.
3. Deliver Electronic 1095-C Forms: This section makes finalized existing Forms 1095-C available to employees in Employee Self Service. This step also triggers the 1095-C Forms Shared email notification which is sent to employees with a login link to view their Form 1095-C. This email notification is located under Menu > Settings > Global Setup > Notifications.
4. Repopulate 1094-C Form (Optional): This section allows users to repopulate Forms 1094-C and add, populate, finalize, unfinalized and download Form 1094-C.
5. Deliver Forms: This section determines how the forms are printed. When this section is selected, the Deliver (Print) Forms page opens to the print settings page. Select the applicable settings for the organization.
6. Generate AIR Files: This task creates the AIR Production Zip Files.
7. Air Submission: This section submits the files using the AIR submission system. Select Click to redirect to the IRS website for AIR submission to open the login page for the AIR UI Channel Login – Production page.