Guides, Manuals and Templates

Templates

Employee Template
This is the template that should be used to assemble your data. Data should be provided for any employee a...
Dependent Template
The dependent template is required if the employer has self or level funded plans. 
E-file Template
The E-file data template is used by those clients with the E-file service level. Your system must be able ...
CDM Data Specifications
For clients with the Concierge Data Management service level, clients can submit up to 5 files for ACA Tra...
1095B Template
For clients with the 1095B service level, they usually are not considered an Applicable Large Employer (AL...
State Only Reporting Template
For those clients that have another vendor or system to complete their 1095C filing, they may still need s...
State Identifier Template
If a client needs to provide state filing information separate from the employee data files, please use th...