Configure Affordable Care Act Reporting

Affordable Care Act (ACA) reporting involves generating these forms.

  • 1094-C (Electronic Transmittal of Employer-Provided Health Insurance Offer and Coverage Information Returns)

    This file can include info specific to filing returns for employees with a resident tax address during the year in:

    • New Jersey

    • Rhode Island

    • Washington DC

    For further info, see How You Generate the Form 1094-C Electronic Data File below.

  • 1095-C (Employer-Provided Health Insurance Offer and Coverage)

ACA reporting isn't supported for retirees or Consolidated Omnibus Budget Reconciliation Act (COBRA).

Note: The IRS provides comprehensive instructions on how to comply with and report your ACA enrollments, including definitions of key terminology. For further info, see Affordable Care Act (ACA) Tax Provisions on the IRS website.

Before you can perform any Affordable Care Act (ACA) reporting, there's some configuration you must do.

What you need to do

How you do it

For more info, check here in the Help Center

Fulfill the prerequisites

You must have completed the following as of January 1 of the reporting year.

  1. Implemented Oracle Fusion Human Resources.

    Or if having implemented during the year, have loaded the date-effective HR info from January 1 to the go-live date.

  2. Configured all benefit eligibility and enrollment.

    Or if having implemented during the year, have loaded the date-effective benefit eligibility or enrollment changes from January 1 to the go-live date.

  3. You must opt-in to receive the annual December and January Statutory Maintenance packs if you're using one of these extensions.

    • Human Resources or None

    • Payroll Interface

Configure your legal employers

Use the Legal Entity HCM Information task from your implementation project.

Configure Legal Entities for Affordable Care Act Reporting

Define the ACA Eligibility Attributes table

Use the Legal Entity HCM Information task from your implementation project.

Configure Legal Entities for Affordable Care Act Reporting

Configure your legal reporting units

Use the Legal Reporting Unit HCM Information task from your implementation project.

Configure Legal Reporting Units for Affordable Care Act Reporting

Configure your tax reporting units

Use the Legal Reporting Unit HCM Information task from your implementation project.

Configure Legal Reporting Units for Affordable Care Act Reporting

Configure your benefits plan

Use the Benefit Plan Details task.

Configure Benefits for Affordable Care Act Reporting

Configure ACA eligibility profiles

Use the Eligibility Profiles task.

Configure Benefits for Affordable Care Act Reporting

Define your organization's break-in-service rules

Use the Legal Entity HCM Information task from your implementation project.

Define Your Affordable Care Act Break-in-Service Rules

Define balance feeds for eligible hours

Use the Balance Definition task.

Define Balance Feeds for Affordable Care Act Employee Eligible Hours

Add your employees' dependents

  1. From My Client Groups, click Person Management.

  2. Search for the person.

  3. In the search results, click Personal and Employment and then Person.

Add Employee Dependents for Affordable Care Act Reporting

Configure your employee assignments

  1. From My Client Groups, click Person Management.

  2. Search for the person.

  3. In the search results, click Personal and Employment and then Employment.

Configure Employee Assignments for Affordable Care Act Reporting

Prepare for state-specific reporting

Some states require special reporting configuration.

State-Specific Configuration for Affordable Care Act Reporting

Register with the ACA Information Returns (AIR) system

Required if this is the first time you're filing with them.

Affordable Care Act Information Returns System

Order paper stock with preprinted instructions

For distributing Form 1095c, you can use ComplyRight paper stock with preprinted instructions.

To order this stock, email ComplyRight at oracle@formstax.com and reference SKU L1095CBLK500.

You can use standard business #10-C envelopes.

Configure your 1094-C transmission manifest

Update your Form 1094-C transmission manifest.

Use a standard text editor to set these values.

  • Unique transmission ID

  • Checksum number

  • Attachment byte size

Configure the 1094-C Transmission Manifest

Configure the Form 1095-C template

There are two areas that may require configuration, depending on your organization requirements.

  • If you're using ComplyRight paper stock with preprinted instructions

  • If you need to mask Social Security Numbers (SSNs) appearing on the report

Configure the Form 1095-C Template

For further info, see the following sections. These steps require an Application Implementation Consultant role that has privileges to create and modify all organizational structures.

Note: This isn't a comprehensive list of possible configurations. For further info, see Oracle Cloud Human Capital Management: Implementing Payroll for the United States in the Help Center.