ACA Year End Processing
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      3. ACA Year End Processing

      ACA Year-End: 1095-C Employee Forms

      How to create, populate, and finalize 1095-C forms for employees

      ***Note: If you are returning to review your 1095-C data AFTER processing your 1094-C Employer Form, you must un-finalize, re-populate, and re-finalize your 1094-C Employer Form.

      Creating 1095-C Forms

      1. From your ACA Year-End Checklist, click on "View employee forms 1095-C:"
      2. Click the "Mass Add New" button on the top right
      3. Ensure "Mass Add For Selected Year" is selected, and press OKSelecting Mass Add For Selected Year instead of Employee Lookup
      4. Review the warning on top to acknowledge that it is ultimately your responsibility, as the employer, to ensure that your forms 1095-C are correct.
      5. Once the forms are added, review them to ensure you have a form for all employees for whom your company is required to provide one. 
        1. You can add columns to help determine if employees should have a 1095-C, such as ACA Profile, Benefit Profile, Hire Date, and/or Term Date. 
        2. You can delete any unnecessary forms using the x or Mass Delete.
      6. All forms are blank until you have populated them.

      Populating 1095-C Forms

      1. After creating 1095-C Forms, they must be populated with the data from their ACA Timeline.
      2. Select the All checkbox on the left of the report and click the "Populate" button on the top right of the screen.
      3. Confirm the correct number of forms successfully populated using the message at the top of the screen.
      4. Select All on the top left once again, and click the "View Selected" button on the top right. This will allow you to review all forms for accuracy and completion.

      Finalizing 1095-C Forms

      1. After populating 1095-C Forms, they will need to be finalized.
      2. Select the All checkbox on the top left of the report, click the ellipsis button (...) on the top right and select Finalize.
      3. You will receive a message stating how many forms you are about to finalize. Verify that it is correct, and select OK.
        Selecting ok on the finalize screen for 1095-C forms
      4. Review for the “# form(s) finalized” message on the top of the screen to confirm the forms are finalized. 
        forms finalized message
      5. Use the Back icon on the top left to get back to the Year-End Process.
      6. Click “Mark as Complete” next to the 1095-C - create, populate, and finalize Step.