Updating employee count information

After you have imported employee data, you have two methods of completing the remaining header fields on ACA 1094/5 Management (PRE109).

Option 1

  1. Click Options>Update Employee Count. Note this step must be completed after importing employee data.
  2. Click OK when the system displays the Get Employee Count message.
  3. The results are displayed in these fields: # Full Time, Tot # Empl for All 12 months or January to December used for creating Form-1095s.
  4. You must review the information and revise it for correctness and accuracy.

Note: It is the sole responsibility of you to determine the actual tax form values.

Option 2

  1. After importing employee data, complete this information as you determine necessary. Note: It is the sole responsibility of you to determine the actual tax form values.
  2. For Min Coverage, check the All 12 check box or check the applicable month, January to December check boxes where minimum coverage was offered.
  3. For # Full Time, specify the number of full time employees for all 12 months if it was the same or specify the number of full time employees in each month, January to December.
  4. For Tot # Empl, specify the total number of employees for all 12 months if it was the same or specify the total number of employees in each month, January to December.
  5. For 4980HCode, specify the 4980H transition relief code for all 12 months if it was the same or specify the code for each month, January to December.

Refer to the next task: Printing 1095 forms for step-by-step instructions.

See also

Adding employee dependents

Specifying 1094 tax options

Getting employee data

Entering/Updating filing year dependent data

Entering/Updating filing year employee data

Printing 1095 forms

Printing 1094 forms

Troubleshooting-Changing employee data before printing

Troubleshooting-Changing employee dependent data before printing

Troubleshooting-Reprinting forms