How_do_I_convert_ACA_information_

How do I convert ACA information?

The employee's ACA information is stored in two applications: Payroll and Human Resources. Before you can create the electronic ACA forms, you'll need to import the employee's ACA information from Payroll and bring the time worked and insurance information from Human Resources into the ACA reporting application. You can use the tools in the ACA reporting application to verify that each employee's information is correct before you submit the ACA reports to the IRS.

Version 2020.05 or later includes the new offer of coverage codes (1L, 1M, 1N, 1O, 1P, 1Q, 1R, and 1S) for the 2020 tax year.

Preparation

  • Carefully review the employee's ACA information in Payroll and Human Resources. Be sure the employee's information is correct BEFORE you import the employee's ACA information into the reporting application.

 

Guidelines

  • The converted file includes all active dependents regardless of the status of the dependent's insurance coverage.

  • The converted file will not include dependents that are over the age of 26 for the entire month, unless the dependent is marked as a lifetime dependent.

 

Converting year-end ACA information

1. Open Connect Payroll > Government Reporting > Convert Year-end ACA Information.

2. Use the Convert Employee Data for Tax box to select the reporting year.

3. Set up the selection criteria to select all employees.  

4. Use the Report box to select Report or No Report.

Using Report will print a report and convert ACA information. Using No Report will convert ACA information without printing a report.

5. Click GO (CTRL+G).

The routine converts the ACA information for the selected employees for the selected tax year.

 

 

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