Setting Up ACA Safe Harbors Codes and Safe Harbor Relief Groups

This topic provides an overview of setting up the Safe Harbor Codes (Code Series 2) and Safe Harbor Relief Groups.

Page Name

Definition Name

Usage

ACA Safe Harbor Codes Page

ACA_SFE_HB_CODE

View the applicable codes from Code Series 2 which provide the IRS with information to administer the employer shared responsibility provision of the Affordable Care Act.

Safe Harbor Relief Groups Page

ACA_SAFE_HARBOR_GP

Group employees who qualify under each of the four Safe Harbor Codes: 2E, 2F, 2G, and 2H.

Use the ACA Safe Harbor Codes page (ACA_SFE_HB_CODE) to view the applicable Code Series 2 – Section 4980H Safe Harbor Codes and other interim relief codes for employers.

Image: ACA Safe Harbor Codes page

This example illustrates the fields and controls on the ACA Safe Harbor Codes page.

ACA Safe Harbor Codes page

Field or Control

Definition

Safe Harbor Relief Groups

Select this check box to indicate the Safe Harbor Code is used for interim relief. For 2015, Safe Harbor Codes 2E, 2F, 2G and 2H are valid interim relief codes and can be used in the Safe Harbor Relief Groups component.

Safe Harbor Code

Description

Short Description

2A

Not employed

SH Code 2A

2B

Not full-time & not in MEC

SH Code 2B

2C

Enrolled in coverage offered

SH Code 2C

2D

Non-assessment period

SH Code 2D

2E

Multipl ER interim rule relief

SH Code 2E

2F

Affordability Form W-2

SH Code 2F

2G

Affordability Fed Poverty Line

SH Code 2G

2H

Affordability Rate of Pay

SH Code 2H

2I

None-cal year trans relief

SH Code 2I

Use the Safe Harbor Relief Groups page (ACA_SAFE_HARBOR_GP) to group employees who qualify under each of the four Safe Harbor Codes: 2E, 2F, 2G, and 2H. The Safe Harbor Relief Groups component enables the employer to identify the employee population that belongs to each of the codes on a monthly basis. Some employees are qualified to be part of one or more of these Safe Harbor Relief Groups.

Add a new entry for each month of a calendar year for which each of the Safe Harbor Codes is valid for the ALE.

Image: Safe Harbor Relief Groups page

This example illustrates the fields and controls on the Safe Harbor Relief Groups page.

ACA Safe Harbor Codes page

Field or Control

Definition

As Of Date

This will always be set to the last day of the specified month.

Query Name

Select the user-defined query to list the employees in the Safe Harbor Relief Group for the chosen time period. If the Query Name is changed, one must click the Load/Re-Load Employees button to refresh the grid below.

Load/Re-Load Employees

Click this button to execute the query and load the selected employees in the Safe Harbor Relief Group for the chosen time period. Employees can also be inserted on the grid manually. Each time this button is clicked, the employees under the Qualified Employees grid will be deleted and employees will be reloaded again based on the query result. Manually entered employees will also be deleted.