Setting Up Manifest Information Revision (P08213)
This section provides an overview of the manifest validation, and discusses how to validate the transmitter information.
Understanding Manifest Information Revision
When sending the electronic filing XML files to the IRS, two files are required for each transmission. The Form Data File contains the 1094-C and 1095-C information. Each Form Data File is accompanied by a Manifest File, which contains general transmitter information and overall attribute information about the Form Data File.
While filing the returns, you must use the Manifest XML file corresponding to the year that you are filing the returns. For example, if you are filing the returns for the year 2024, you must use the Manifest XML file corresponding to the year 2024 and not 2023.
The Manifest Information program allows you to enter and maintain the manifest information to be used when creating transmissions. The data resides in the Manifest Information file (F08213) and will appear on the ACA Transmission record in F08211 as well as in the Manifest XML file.
The form data file and manifest file are included in an XML file. Once the required information is interactively entered, the client uses their Web Browser to browse for the respective XML file that contains Forms 1094-C and Forms 1095-C along with the XML file and uploads the files to the IRS.
You may add, change, or delete the records in this file.
Validating the Manifest Information Revision
Transmitters or Issuers must have an active IRS account and have been approved to transmit ACA Information Returns. Refer to the IRS publications AIR Submission Composition and Reference Guide and Publication 5165 for Electronically Filing Affordable Care Act (ACA) Information Returns for Software Developers and Transmitters.
The Transmitter, including Issuer, is required to log in to the IRS Integrated Enterprise Portal (IEP) and invoke the appropriate URL for AIR. AIR allows the Transmitter or Issuer to either transmit submissions to the IRS or retrieve Acknowledgements for those transmissions from the IRS. The transmitter shall select the option to transmit submissions to the IRS.
Before you Begin
Before entering the Manifest information, you have to set up a Transformation Template in World Electronic Document Delivery (EDD) for transforming the JDE Source XML to the IRS XML format. The Manifest Information file (F08213) refers to this template.
To set up Manifest Information Revision (P08213)
Navigation
From Human Resources (G08), select Affordable Care Act
From Affordable Care Act (G08ACA), select ACA Information Returns (G08AIR)
From ACA Information Returns (G08AIR), select Electronic Filing
From Electronic Filing, select Manifest Information Revision
In the Manifest Information Revision program (P08213), complete the following fields:
Field | Description |
|---|---|
Template Name | This is the name of the Transformation Template. A Transformation Template contains the file names and paths of a Transformation Template File and a Transformation Output File. Enter the name of the Transformation Template you set up for transforming the JDE Source XML to the IRS format XML. |
Template Type | Indicates the type of template, such as, XSL or BI Publisher. For the Manifest, the Template Type is: 1: XSL Template |
Transmitter Control Code (TCC) | A five-character code assigned to a transmitter by the IRS in order to file electronically. You must apply for and receive this code from the IRS. The TCC is required and is part of the Unique Transmission ID. AIR will extract the TCC from the Unique Transmission ID. AIR verifies if the TCC exists, and if the TCC does not exist, or the TCC is in a state other than Active, the transmission will be rejected. |
Transmitter EIN (TEIN) | Indicates the Employer Identification Number (EIN) of the transmitter. |
Address Number | Enter the Address Book Number of the Transmitter. |
Transmitter Foreign Entity Indicator | Indicates the transmitter is a foreign entity. Valid values are: 0 - Not a foreign entity 1 - Foreign entity |
Prior Year Data Indicator | Indicates the transmitter is submitting prior year data. The IRS will validate the XML document against the prior year schema. Valid Values: blank or 0 - Not submitting prior year data 1 - Submitting prior year data |
Test File Indicator | Indicates the type of file to be processed. Valid values are: T - ACA Assurance Test File P - Production File |
Software Vendor | Identifies the software as being developed by a vendor as well as contact information. Values include, vendor indicator, contact first and last names, and contact phone number. |
Software ID | The Software ID assigned to the software when it was registered with the IRS. For JD Edwards World, this Software ID is 15A0000712. |