How to Configure Tax Reporting Units for ACA Reporting
You must perform this configuration on your tax reporting units (TRUs).
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Make sure your TRUs and registrations are set up.
Each TRU with a United States Federal Tax registration is considered a separate authoritative transmitter.
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Verify your United States Federal Tax registrations.
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From My Client Groups, click Workforce Structures.
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In Organizations, click Manage Legal Reporting Unit Registrations.
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Verify the following for the United States Federal Tax registration.
Field name
What reports use it
EIN or TIN
1094-C and 1095-C
Registered Address
1094-C and 1095-C
Registered Name
1094-C and 1095-C
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Configure each TRU.
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From My Client Groups, click Workforce Structures.
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In Organizations, click Manage Legal Reporting Unit HCM.
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Click Tax Reporting Unit and then Federal.
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Enter the following in ACA Reporting Information.
Field name
What uses it
How it's used
ACA Contact First Name
1094-C
The 1094-C Employer Report flow requires this value on all TRUs.
ACA Contact Middle Name
1094-C
The 1094-C Employer Report flow requires this value on all TRUs.
ACA Contact Last Name
1094-C
The 1094-C Employer Report flow requires this value on all TRUs.
ACA Contact Suffix
1094-C
The 1094-C Employer Report flow requires this value on all TRUs.
ACA Contact Phone
1094-C and 1095-C
The 1094-C Employer Report flow requires this value on all TRUs.
Enter the full number as digits, including country code.
Qualifying Offer Method
1094-C
The 1094-C Employer Report flow requires this value on all TRUs.
Qualifying Offer Method Transition Relief
1094-C
No longer used as of the 2016 reporting period.
98 Percent Offer Method
1094-C
The 1094-C Employer Report flow requires this value on all TRUs.
Safe Harbor
1094-C
Overrides line 16 for all employees associated with this TRU.
Minimum Coverage Offered All 12 Months
1094-C
The 1094-C Employer Report flow requires this value on all TRUs.
Employee Count Date to Use
1094-C
The 1094-C Employer Report flow supports only the last day of the month.
Calculation Date
1094-C and 1095-C
Defines the milestone day of the month for employee coverage.
Calculation Day
1094-C and 1095-C
This field is available only if you selected Given day for Calculation Date.
If the current month has fewer days than the value you selected, the report treats this as Last day of the month.
Grant full coverage for partial month
1094-C and 1095-C
When selected, the report considers employees hired or terminated midmonth covered for the full month.
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Enter the following in ACA Aggregated Group Information.
For a definition of ALE member (ALEM), see the IRS instructions.
Field name
What uses it
How it's used
Aggregated ALE Group Member
1094-C
Select Yes if you're an aggregated applicable large employer (ALE) group employer.
Aggregated ALE Group Name
1094-C
If this TRU is an aggregated ALE group member, select the group name.
Used to group employers for reporting.
For example, TRU A is the parent of TRU B and TRU C. Combined, A, B, and C have 55 full-time employees. The three collective TRUs represent one ALE. The Form 1094-C refers to the same concept as the aggregated ALE group.
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For TRU A, you set Aggregated ALE Group Member to Yes. Its TRU name now appears in Aggregated ALE Group Name.
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For TRUs B and C, you set Aggregated ALE Group Member to No.
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Select TRU A's name for Aggregated ALE Group Name.
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Leave these fields blank for any TRU reporting separately.
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Save your changes.