Implementation Steps for US ACA Year-End processing

This table lists the implementation steps for processing the ACA Information Returns year-end information for the US:

• Install the year-end update. See http://www.oracle.com/support/contact.html

• Verify base data setup for AIR year-end processing.

  See Setting Up AIR Year-End Processing.

  See "Working With Hours of Service Eligibility for the Affordable Care Act" in the JD Edwards EnterpriseOne Applications Human Capital Management Fundamentals Implementation Guide.

• Set up ALE ID to company cross-reference.

  See Adding JDE Companies to ALE.

• Generate hours of service report.

  See Generating ACA Hours of Service Report.

• Verify ACA employee eligibility.

  See Verifying ACA Employee Eligibility.

• Verify and enroll employee and dependents to benefit plans.

  See Setting Up Benefit Plans and DBAs.

• Set up employees offer and coverage values for Line 14, 15, and 16.

  See Setting Up Employee Offer and Coverage Values (Line 14-16 of Form 1095-C).

• Process periods of employment report.

  See Setting Up Periods of Employment Report (R08118).

• Process Hours Worked by Month report.

  See Setting Up Hours Worked by Month Report (R08124).

• Set up 1095-C Offer and Coverage workfile.

  See Setting Up AIR Year-End Workfile Parameters.

• Build the 1095-C Offer and Coverage workfile.

  See Creating the Form 1095-C Workfiles.

• Build the 1095-C Covered Individuals file.

  See Creating the 1095-C Covered Individuals File Build (R08120) Report.

• Update 1095-C Offer and Coverage workfile information.

  See Resetting the Form 1095-C Workfiles.

• Verify 1095-C Offer and Coverage workfile information.

  See Adding or Updating 1095-C Information.

• Print Form 1095-C.

  See Printing Form 1095-C from the Workbench.

• Build Form 1094-C HCIR workfile

  See Creating the Form 1094-C Workfile.

• Select 1094-Cs for transmission and build transmission record

  See Creating and Reviewing Forms 1094-C/1095-C Transmissions.

• Transmit Form 1094-C/1095-C XML data files to the IRS

  See ACA Transmission and Submission Process.

• Retransmit transmissions or submissions if necessary.

  See Rules to Replace Transmission Records and Rules to Replace Submission Records.

• Correct Form 1095-Cs, if necessary.

  See Correcting Printed Forms 1095-Cand Correcting Form 1095-C Records.

• Correct Form 1094-C, if necessary.

  See Correcting a Form 1094-C Record.

• Transmit corrected Forms 1094-C/1095-Cs to the IRS, if necessary.

  See Correcting Transmitted Forms 1094-C and 1095-C.