Troubleshooting-Changing employee data before printing

Base employee data like Name, Social Security number, etc. are taken directly from Employee F/M and should be updated there. All other employee data is maintained and updated on the Employee Data spreadsheet per above instructions. The Options>Get Employee Data menu option should only be used when you want to throw away all of the data currently on the Employee Data spreadsheet and start over – for example, if you used Period History and decided to try Check History instead; or if you specified the incorrect deductions code.  

  1. Click Options>Get Employee Data.
  2. The system displays a message asking if you want to overwrite existing 1095 information.
  3. Click Yes, and all of your changes will be overwritten with the starting employee data.
  4. Make the necessary changes, if you omitted employees or employee dependents in your initial processing or if you have changes in any of the information you entered in the Employee Information for 1095 or Employee Dependent Information form 1095 Excel spreadsheets.

See also

Adding employee dependents

Specifying 1094 tax options

Getting employee data

Entering/Updating filing year dependent data

Entering/Updating filing year employee data

Updating employee count information

Printing 1095 forms

Printing 1094 forms

Troubleshooting-Changing employee dependent data before printing

Troubleshooting-Reprinting forms