SmartFusion Modules -> Human Resources -> Insurance And Benefits -> Reports

Recent Change: 
6.222
- Updated the ACA Schema from 2023 to 2024
6.195 
- Added ability to create files for prior years.
- Updated the ACA Schema from 2022 to 2023

6.171 - Updated the ACA Schema from 2021 to 2022
6.146 - Updated the ACA Schema from 2020 to 2021

6.144
- New popup window to request user's initials when generating work files to indicate user has reviewed verification report.
- New option to Refresh Work Files. This will clear the work files for the selected year and regenerate them. If the files have already been accepted, a warning message will appear for the user.

6.118 - Update the ACA Schema from 2019 to 2020. 

Refer to bottom of page for changes prior to version 6.100

ATTENTION - If using Integrity Data - please see Export ACA Files

Introduction​

This screen will allow the user to print the required 1094-B and 1095-B Forms. It is possible to print a 1094 form without printing 1095s by using the Report select drop down box.

To submit the XML files created by this screen, follow the Submitting IRS 1094/1095 B and C XML Files Instructions.

Explanation

To complete a reporting year, the user must click print, generate XML files successfully and answer yes to the message box that pops up asking if the IRS submission has been accepted or accepted with errors.

Required Report Selections

Select reporting year - determines which reporting year the report will use to generate forms.

Origin of the policy - this corresponds to box 8 on the IRS Form 1095-B. This also determines which employees the report will create 1095-B forms for.

List of all possible options for Origin of the policy

  • A Small Business Health Options Program (SHOP) - Not supported
  • B Employer-sponsored coverage
  • C Government-sponsored program
  • D Individual market insurance
  • E Multiemployer Plan
  • F Other designated minimum essential coverage
Configuration Note:
If option 'B' is selected - Benefits need to be configured with the 'Employer-sponsored self-insured health plan' attribute 
If option 'E' is selected - Benefits need to be created with the 'Multiemployer Arrangement' attribute

Who gets a 1095-B?
The "Origin of the Policy" option determines which employees a 1095-B will get a 1095-B.

If options C, D, or F are selected,

all employees with a health benefit,

active during the reporting year (based on benefit start and end dates)

with 'Employer-sponsored self-insured health plan' and 'Multiemployer Arrangement' unchecked and 'Decline offer of coverage' unchecked

...Will get a 1095-B

If options B is selected,

all employees with a health benefit,

active during the reporting year (based on benefit start and end dates)

with 'Employer-sponsored self-insured health plan' checked and 'Decline offer of coverage' unchecked

...Will get a 1095-B

If options E is selected,

all employees with a health benefit,

active during the reporting year (based on benefit start and end dates)

with 'Multiemployer Arrangement' checked and 'Decline offer of coverage' unchecked

...Will get a 1095-B

**NOTE: We currently do not support option A - Small Business Health Options Program (SHOP)

Total Number of Employees - Manual override for box 9 on the IRS Form 1094-B
Contact Name
Contact Phone number
Select report

  • "Verification Report" - this report can be used to validate all of the information that will be on the 1094-B and 1095-B reports. A complete list of errors is available here. All errors must be fixed before submission to the IRS AIR system.
  • "Generate Work Files" - this will send data for your 1094/1095-B selections to the ACA Work Files for review. User will be required to enter initials indicating they have printed and reviewed the verification report prior to generating the work files.
  • "Refresh Work Files" - this will clear the existing work files and regenerate them. A warning message will appear for the user if the files have already been accepted. If the user selected yes, the submission will be cleared.
  • "1094-B and 1095-B" (runs both the 1094-B and 1095-B forms)

Stock options - Disabled when "Verification report" is selected

  • "Landscape - Preprinted Harris Stock"
  • "Portrait - Blank Harris Stock"

XML File Location - Determines the output location of the XML file.

Report margins in inches - Note: These options are ONLY available when landscape is the stock option

  • "Top Margin" - Sets the top margin of the 1094-B / 1095-B reports. Default setting is 0.5 inches.
  • "Left Margin" - Sets the left margin of the 1094-B / 1095-B reports. Default setting is 0.5 inches.

Additional Details

Verification Description - Business Rules Validation
IRS Form 1094-B
IRS Form 1095-B
XML Transmission and Manifest Files - these files are generated with the same data that is included on the 1094-B so the information can be submitted to the IRS electronically.

NOTE: The IRS only accepts 1094/95 XML files with 1095-B data included so if the 1094-B only option is selected, the XML file will NOT be created.

Troubleshooting

Dependents: the report requires the dependent to have either an SSN or Date of Birth. If both of those are blank then the dependent will not appear on the report.

General 1094B, 1094C, 1095B, and 1095C troubleshooting tips

Dev References - Internal Use Only

To set up the schemas for the new tax year, reference the following steps: IRS Forms 1094/1095 B/C Schema Loading for New Year

Importing New XML Schema from ACA

Reference Material

QA Test Plans for IRS Forms 1094-B and 1095-B

IRS Instructions: https://www.irs.gov/pub/irs-pdf/i109495b.pdf
IRS Form 1094-B: https://www.irs.gov/pub/irs-pdf/f1094b.pdf
IRS Form 1095-B: https://www.irs.gov/pub/irs-pdf/f1095b.pdf

Changes Prior to Version 6.100

6.99 - Fixed an issue where the Verification report was pulling several former employees on the list from last year that did not have coverage in the reporting year and was also not pulling any new hires hired during the reporting year.

6.92
- Updated software ID to the new 2019 software id (19A0009874)
- Schema and services have all been updated to tax year 2019 

6.71 - Moved the software ID to a configuration item and updated to the new 2018 software id (18A0007727)

6.67 - Schemas, services, and reports have all been updated to tax year 2018

6.41 - Schemas, services, and reports have all been updated to tax year 2017

6.21
- Made enhancements for schema changes for 2016 tax year
Recent Change: 6.19
- Modified data pull for reports to look at generated work files
- Modified reports to use image of IRS 1094B and 1095B forms in portrait and realigned 1094B and 1095B for landscape. Added margin alignment options for landscape forms
- Updated XML creation to IRS 2016 specifications

Recent Change: 6.17 - Added Generate Work Files report option to prepare for ACA 2016 submissions