1. Upload the Actual Batch with data for the entirety of the current reporting year. (See Loading Data)
  2. Correct errors and resume upload as necessary.
  3. If you are required to report Dependents, upload your Dependent Data (self-insured plans only).
  4. Go back to your home page and select “Prepare Tax Returns.” On the Employee/Dependent Data Review tab, check for any errors.
    • If there are errors, correct your Employee or Dependent data files in the Data Management module.
    • If there are no errors, select “Generate Employee Census Report.”
  5. Review the Batch Detail Report.
    • If you see any errors, correct your data file and start a new Actual Batch.  Delete the incorrect batch.  Return to Step 4.
  6. Go to the Audit Quality Review Tab. Run and review your Client Verification Report.
    • If you see any errors, contact your Project Manager to make the necessary changes.
  7. ONLY once you have reviewed all of these reports and verified your data is correct, select the “Please generate my 1095 forms” option on the Audit Quality Review tab.
  8. On the Review & Approve tab, review the 1095-C forms for each division.
    • If the files are correct, select “Approve”
    • If there are any errors, select “Reject” and contact your Project Manager.
  9. ONLY once you are certain all of your 1095-C reports are error-free, select the “Send Approved 1095s to Printer” option. Note: Once you select this option, we will be unable to stop your files from being printed and processed.


 
 

 

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