Add Employee Dependents for Affordable Care Act Reporting

For Affordable Care Act (ACA) reporting, you must add each employee's ACA dependents.

  1. In My Client Groups, click Person Management.

  2. Search for and select the employee.

  3. Start the Person task.

  4. Click Contacts.

  5. Click Create.

  6. In Relationship Information, enter the following.

    Field name

    What uses it

    How it's used

    Benefits Offered Conditionally

    1094-C and 1095-C

    Select Yes if you have conditionally offered ACA qualified benefits to the employee's spouse.

    Contact Type

    1095-C

    Identifies the relationship the employee has with this contact.

    Effective Start Date

    1095-C

    Date this person becomes a contact.

    Emergency Contact

    1095-C

    Identifies this person as an emergency contact for your employee.

    TIN Type

    1094-C and 1095-C

    Select individual taxpayer identification number (TIN) or social security number (SSN).

    TIN Number

    1094-C and 1095-C

    Optional if you provide a date-of-birth in the next section.

  7. In Personal Info, enter the following.

    Field name

    What uses it

    How it's used

    Last Name

    1095-C

    Date of Birth

    1094-C and 1095-C

  8. Click OK.