B Sources for Forms 1095-C and 1094-C and1095-C XML
This appendix contains the following topics:
B.1 Understanding the Sources for Forms 1095-C and 1094-C and1095-C XML
The Form 1095-C print and the 1094-C or 1095-C XML files are handled through the JD Edwards Electronic Document Delivery (EDD) system. The system uses the data item aliases during the spool file batch export step to create XML source files, which are then used to map the information to:
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The Form 1095-C RTF file (for the printed Form 1095-C's)
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The XML XSL (XML transformation file used to map to the IRS XML schema) when creating the target (final) XML file for electronic filing
Ensure that you use the same alias names used by JD Edwards or the mapping of information fails and the information is left blank or empty on the form and the target XML file sent to the IRS.
Ensure that either the alias for each data item listed below matches the information below or you need to create an Alias Type of 4 with the exact Data Item Alias below in the Data field Alias window (P9204) by pressing F5 from the Data dictionary.
Note:
Many fields used on the Form 1095-C and in the XML files are new data items created specifically for ACA. You should not have different aliases, since they are new, so they are excluded from the table below. The data items that are listed in the table below are some of the older and more established data items that may be different on your machines.| Form Box | Data Item | Data Item Alias | Data Source |
|---|---|---|---|
| 1 | GNNM | NameGiven | F0111:WWGNNM |
| 1 | MDNM | NameMiddle | F0111:WWMDNM |
| 1 | SRNM | NameSurname | F0111:WWSRNM |
| 2 | SSN | SocialSecurityNumber | F08119: AGSSN |
| 3 | ADD1 | AddressLine1 | F0116:ALADD1 |
| 3 | ADD2 | AddressLine2 | F0116:ALADD2 |
| 3 | ADD3 | AddressLine3 | F0116:ALADD3 |
| 4 | CTY1 | City9 | F0116:ALCTY1 |
| 5 | ADDS | State | F0116:ALADDS |
| 6 | CTR | Country | F0116:ALCTR |
| 6 | ADDZ | ZipCodePostal | F0116:ALADDZ |
| 6 | MSZC | ZipCode | F0116:ALADDZ |
| 7 | ALPH | NameAlpha9 | F069086:YIPA8 or F069086:YICO, if YIPA8 is blank ' F0010:CCAN8 ' F0111:WWMLNM |
| 8 | TAXX | TaxIdentificationNo | F08119:AGTAXX |
| 9 | AD11 | AddressLine1Int | F0116:ALADD1 |
| 9 | AD12 | AddressLine2Int | F0116:ALADD2 |
| 9 | AD13 | AddressLine3Int | F0116:ALADD3 |
| 10 | PHN1 | PhoneNumberOne | P/O or, if blank, F08121:AJPHN1 |
| 11 | CTI1 | City9Int | F0116:ALCTY1 |
| 12 | ADIS | StateInt | F0116:ALADDS |
| 13 | CTRI | CountryInt | F0116:ALCTR |
| 13 | ADIZ | ZipCodePostalInt | F0116:ALADDZ |
| 13 | MSZE | ZipCodeExtension | F0116:ALADDZ |
| 17-28 (SSN) | TAX | TaxId | F08120:AHTAX |
| Employer Address on back of Form | |||
| ER Name | ALPH | NameAlpha9 | |
| ER ADD1 | AD11 | AddressLine1Int | F0116:ALADD1 |
| ER ADD2 | AD12 | AddressLine2Int | F0116:ALADD2 |
| ER ADD3 | AD13 | AddressLine3Int | F0116:ALADD3 |
| ER ADD4 | AD14 | AddressLine4Int | F0116:ALADD4 |
| ER ADD5 | AD15 | AddressLine5Int | F0116:ALADD5 |
| Employee Address on back of Form | |||
| EE MLNM | MLNM | NameMailing | |
| EE ADD1 | ADD1 | AddressLine1 | F0116:ALADD1 |
| EE ADD2 | ADD2 | AddressLine2 | F0116:ALADD2 |
| EE ADD3 | ADD3 | AddressLine3 | F0116:ALADD3 |
| EE ADD4 | ADD4 | AddressLine4 | F0116:ALADD4 |
| EE ADD5 | ADD5 | AddressLine5 | F0116:ALADD5 |
B.2 How the Alias Works in EDD
If you have a different alias name, the information does not print on the form. It also causes an issue while you try to build the XML file to transmit to the IRS.
B.2.1 Example 1: Alias Different in the Client's DD
The following illustrates an example of an alias that is different in the client's Data Dictionary.
The DD alias is used to create the XML element tags in the source XML (this is the XML that will then be transformed by the RTF template to the final printed output PDF file)
The RTF template uses the data item aliases that is existing in the JD Edwards system. As your alias is different from the system, the field does not get mapped and it is left blank in the PDF.
B.2.2 Example 2: Alias Different in the Client's DD
If the alias is different on your machine, you must enter a value 4 in the Data Field Alias window (F5 from the D/D).
The value you enter must match the alias available at JD Edwards system as that value is used to create the RTF file.
You must enter only the alias, not the prefix in the RTF. For example, for ADD1, enter AddressLine1, and not EMP_AddressLine1.
The DD alias type 4 will then be used as an override to create the XML element tags in the source XML instead of the alias on the base D/D item.
The DD alias type 4 value is used as an override to create the XML element tags in the source XML instead of the alias on the base DD item.
The RTF template uses the data item aliases that is existing in the JD Edwards system and the field is mapped correctly. It now appears on the form.
