Guides, Manuals and Templates

Prepare Tax Returns - Processing Your 1095 Forms

Prepare Tax Returns - Table of Contents
Getting Started Processing  Your 1095-C Forms in 10 Steps The Process Data  Review Data Batch Repor...
Processing Your 1095-C Forms in 10 Steps
Upload the Actual Batch with data for the entirety of the current reporting year. (See Loading Data) C...
Preparing Tax Returns 1 - Data Review
Once you have uploaded your FINAL employee and dependent data files (as Actual Batch files, not Inspection...
Preparing Tax Returns 2 - Data Batch Report
After making any necessary corrections to your Actual Batch files, return to the Prepare Tax Returns modul...
Preparing Tax Returns 3 - Audit Quality Review
Before submitting your final data for 1095-C processing, you must review and verify your Client Verificati...
Preparing Tax Returns - Review and Approve 1095-C Forms
Prior to sending 1095-C forms for printing and mailing to employees, it is recommended that you review the...
Editing Employee Information (Name, Address, SSN)
Manage Employees If you identify errors on your Census Report while preparing your tax return files, you ...