After making any necessary corrections to your Actual Batch files, return to the Prepare Tax Returns module and the Employee/Dependent Data Review Tab.
If there are no longer any errors, you’re ready to generate and review your Batch Detail Report:
This report lists each of the employees who will receive a 1095-C form. For security purposes, only the last four digits of each employee’s SSN is listed.
Before proceeding with the 1095-C submission process, carefully review your Batch Detail Report for accuracy. Make sure to review both the Employee and Dependent (when applicable) tabs.
- If you identify any errors in this report, return to your data file and make the appropriate changes. Once all the changes have been made, upload the revised file as a New Batch, delete the old batch, and run the Employee Census Report once more.
- If all the information is correct, return to the Data Review tab and select the “Click to Verify Report” option, and continue to the Audit Quality Review tab.
