User Tools

Site Tools


us_-_form_1095c

This is an old revision of the document!


Form 1095-C Configuration

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 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.

Listed in Table 1 below are the needed configurations in the Employee Freeform comments tab of the employee setup. These comments will hold the information needed in the printing of form 1095-Cfor the completion of the form boxes 14, 15, and 16, as well as the Plan Start Month field in the Part II of the form 1095-C (Refer to Figure 1).

Freeform Comment FieldsDescription / Heading
EE Freeform Comment 11Plan Start Month
EE Freeform Comment 12Box 14 All Months
EE Freeform Comment 13Box 14 Jan
EE Freeform Comment 14Box 14 Feb
EE Freeform Comment 15Box 14 Mar
EE Freeform Comment 16Box 14 Apr
EE Freeform Comment 17Box 14 May
EE Freeform Comment 18Box 14 Jun
EE Freeform Comment 19Box 14 Jul

Employee Contacts

Part III of the form, requires check marks to note if a beneficiary has been covered with a health insurance for specific month.

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:

  1. Edit an existing contact and go to the Check Marks tab.
  2. In the grid, click anywhere and do the right-click.
  3. From the menu, you can select [Add] to add new check mark field, [Delete] if to delete an existing check mark, or [Rename] an existing check mark. This time, select [Add].
  4. Add 13 check mark fields, each for each of the check boxes needed for every beneficiary in the part III of the form 1095-C by following step #3.
  5. To fill in the information, simply click on the check box and a date will then appear beside the box. By default, it will be the current date. However, you can change the date by simply double-clicking on the date to invoke the date screen and be able to select a date. You can choose a date from the past or in the future.
  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.

Employee Check Marks

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).

Limitation

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/export of information to fill in those comment boxes.

Also, only pages 1 and 3 of the form 1095-C is available in the system.

Employee Contacts

Part III of the form, requires check marks to note if a beneficiary has been covered with a health insurance for specific month.

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

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).

Setup

Limitation

us_-_form_1095c.1507682093.txt.gz · Last modified: 2017/10/10 17:34 (7 years ago) by rreyes