1. US Affordable Care Act Year-End Processing Guide
  2. Defaults

Defaults

Access the Defaults tab.

Reporting Year

The calendar year for which the ACA Health Coverage Information Return is being produced. This field is mandatory when you run R08120 standalone from the menu or from the batch version.

Employer Tax ID

A number that identifies your company to the tax authority. This number can include the tax ID number for an individual, a federal or state corporate tax ID, a sales tax number, and so on.This number has specifically been established for the Payroll system to handle the requirements of taxing authorities that require more than 9 positions for the tax identification number.Do not enter hyphens (dashes), slashes, spaces, or other punctuation in the tax identification number.

Address Number

A number that identifies an entry in the Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.

AIR ID

An alpanumeric value similar to a Payroll ID or a W2 ID, which identifies a customer-defined set of AIR records within one reporting year.

Ensure that you enter the AIR ID as it is a mandatory field.

Report Dependents in Part III even if Plan ID/Plan Option is Blank

Use this processing option to specify whether to print all dependents without a Plan ID/Plan Option in their Dependent/Beneficiary enrollment.

Valid values are:

  • Blank/0 - Match Plan/Option

  • 1 - Print All Dependents

Enter the source for the enrollment begin date for processing Employee Enrollment (F08330) records

Use this processing option to specify the code to indicate which date field on the Employee Enrollment (F08330) record represents the effective beginning date of the employee's offer of coverage.

Valid values are:

  • Blank/EF: Effective Starting Date (EFT)

  • DB: DBA Begin Date (DTDB)

  • ED: Eligibility Date (DELG)

  • PD: Participation Date (DPTC)

  • UD: User Defined Date (DUSR)

If source of enrollment begin date is blank on employee enrollment, use alternate date as begin date

Use this processing option to specify the alternate code to indicate which date field to use when the source of enrollment begin date is blank on the Employee Enrollment (F08330) record.

Valid values are:

  • Blank/EF: Effective Starting Date (EFT)

  • DB: DBA Begin Date (DTDB)

  • ED: Eligibility Date (DELG)

  • PD: Participation Date (DPTC)

  • UD: User Defined Date (DUSR)

Enter the source for the enrollment end date for processing Employee Enrollment (F08330) records

Use this processing option to specify the code to indicate which date field on the Employee Enrollment (F08330) record represents the end date of the employee's offer of coverage.

Valid values are:

  • Blank/ET: Effective Ending Date

  • DE: DBA End Date

  • UD: User Defined Date

If the source of enrollment end date is blank on employee enrollment, use alternate date as end date

Use this processing option to specify the alternate code to indicate which date field to use when the source of enrollment end date is blank on the Employee Enrollment (F08330) record.

Valid values are:

  • Blank/ET: Effective Ending Date

  • DE: DBA End Date

  • UD: User Defined Date

Extended Enrollment from Ending Date (EFTE): When using Ending Date (EFTE) as the end of coverage date, indicate if coverage extends beyond that date

Use this processing option to specify the value that indicates how the enrollment end date will be set in order to determine the employee's offer of coverage. This processing option only applies when you use the F08330 Ending Date (EFTE) as the end of coverage date.

Valid values are:

  • Blank: Do not adjust the enrollment end date.

  • A: For the month when enrollment ends and if the employee was terminated before or in that month, assume coverage for the entire month and (nn) months after the enrollment end date.

  • B: For the month when enrollment ends and if the employee was active in the month, assume coverage for the entire month and (nn) months after the enrollment end date

  • C: Both A and B apply.

Apply Employee Extended Enrollment From Ending Date values (PO 10) to dependents

Use this processing option to specify that the coverage for dependents should extend past the dependent' s enrollment Ending Date (F08336). If you indicate in processing option 10 that the employee' s coverage should extend past the employee' s enrollment Ending Date (F08330), you can apply the same rule to dependents. This option may be used by employers who end coverage on a certain date even though the coverage continues beyond that date.

Valid values are:

  • Blank: Do not adjust dependent' s enrollment end date

  • Y: Adjust the dependent' s enrollment end date based on the values indicated in PO 10 (Employee Extended Enrollment From Ending Date)