us_-_form_1095c
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us_-_form_1095c [2017/10/10 17:27 (7 years ago)] – [Form 1095-C Configuration] rreyes | us_-_form_1095c [2017/11/17 20:48 (7 years ago)] (current) – [Employee Check Marks] rreyes | ||
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- | Certain settings in the employee setup needs to be configured for us to be able to print a form 1095-C for an employee. | + | Certain settings in the employee setup needs to be configured for us to be able to print a form 1095-C for an employee. |
+ | * Employee Free Form Comments | ||
+ | * Employee Contacts | ||
+ | * Employee Check Marks | ||
+ | <note warning> | ||
===== Employee Freeform Comments ===== | ===== Employee Freeform Comments ===== | ||
- | Freeform comments, be it in an employee or company level, needs to have the heading to be configured first. This is a one-time setup, that once added into the system through a certain employee, these headings will then be readily available and visible across all employees. | ||
- | |||
Freeform comments, be it in an employee or company level, needs to have the heading to be configured first. This is a one-time setup, that once added into the system through a certain employee, these headings will then be readily available and visible across all employees. | Freeform comments, be it in an employee or company level, needs to have the heading to be configured first. This is a one-time setup, that once added into the system through a certain employee, these headings will then be readily available and visible across all employees. | ||
Listed in Table 1 below are the needed configurations in the Employee Freeform comments tab of the employee setup. | Listed in Table 1 below are the needed configurations in the Employee Freeform comments tab of the employee setup. | ||
+ | |||
+ | {{: | ||
+ | //Figure 1: Part II Employee Offer Coverage of the Form 1095-C// | ||
+ | |||
+ | ^Freeform Comment Fields^Description / Heading^ | ||
+ | |EE Freeform Comment 11|Plan Start Month| | ||
+ | |EE Freeform Comment 12 - 24|Box 14 All Months - Box 14 Dec| | ||
+ | |EE Freeform Comment 25 - 37|Box 15 All Months - Box 15 Dec| | ||
+ | |EE Freeform Comment 38 - 50|Box 16 All Months - Box 16 Dec| | ||
+ | //Table 1: Employee Freeforms for form 1095-C// | ||
+ | |||
+ | Basically, when you have all the free form comments configured and already have some information pertaining to the appropriate fields, your Employee Free Form Comments would look like the image in Figure 2. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | //Figure 2: Employee Free Form Comments showing Free Form Comments #s 11 – 16.// | ||
+ | |||
===== Employee Contacts ===== | ===== Employee Contacts ===== | ||
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Employee Contacts tab of the employee setup is where the contacts or beneficiaries of the employees will be added. To be able to configure the check marks, it must also be configured first by following the steps below: | Employee Contacts tab of the employee setup is where the contacts or beneficiaries of the employees will be added. To be able to configure the check marks, it must also be configured first by following the steps below: | ||
- | | + | |
- | | + | |
- | | + | |
- | | + | <note important> |
- | - To fill in the information, | + | |
- | - So, in the image shown in #5, a check mark is set on Oct 2 ,2017. This will then appear in the form 1095-C of an employee to have a check mark in the column (d) Covered all 12 months of his beneficiary. | + | |
- | ===== Employee Check Marks ===== | + | {{ :eecontact4.jpg |}} |
- | As stated previously, this tab is different from that of the Employee Contact’s Check Marks tab. This in on a per employee level. Configuration needed in this module is just a check mark for the Covered Individuals check box of the form 1095-C (Part III). | + | |
+ | * 5. To fill in the information, | ||
+ | {{ : | ||
+ | * 6. So, in the image shown in #5, a check mark is set on Oct 2 ,2017. This will then appear in the form 1095-C of an employee to have a check mark in the column (d) Covered all 12 months of his beneficiary. | ||
- | ====== Limitation ====== | + | ===== Employee Check Marks ===== |
+ | As stated previously, this tab is different from that of the Employee Contact’s Check Marks tab. This is on a per employee level. Configuration needed in this module is a check mark for the Covered Individuals check box of the form 1095-C (Part III) as well as the Monthly Coverage information of the employee. | ||
- | Once you all the configurations added, you are now ready to enter necessary information for each employee. Currently, we must do it individually for there is no option that we can do an import/ | + | {{ : |
- | Also, only pages 1 and 3 of the form 1095-C | + | To check or uncheck the box, click on the box and a calendar will prompt, for you to be able to change or leave the date as it is. |
+ | ====== Form Import ====== | ||
- | ===== Employee Contacts ===== | + | Before importing the XML file, you need to complete the configurations stated above. Otherwise, check marks will not be displayed in the form. |
+ | To import the XML file, go to Forms and Reports > Payroll Designer | ||
+ | Then click the [Import] button | ||
- | Part III of the form, requires check marks to note if a beneficiary has been covered with a health insurance for specific month. | + | ====== Limitation ====== |
- | + | ||
- | Employee Contacts tab of the employee setup is where the contacts or beneficiaries of the employees will be added. To be able to configure the check marks, it must also be configured first by following the steps below: | + | |
- | === Employee Check Marks === | + | Once you have all the configurations added, you are now ready to enter necessary information for each employee. Currently, we must do it individually for there is no option that we can do an import/ |
- | As stated previously, this tab is different from that of the Employee Contact’s Check Marks tab. This in on a per employee level. Configuration needed in this module is just a check mark for the Covered Individuals check box of the form 1095-C | + | Also, only pages 1 and 3 of the form 1095-C |
- | Setup | ||
- | Limitation |
us_-_form_1095c.1507681675.txt.gz · Last modified: 2017/10/10 17:27 (7 years ago) by rreyes