us_-_form_1095c
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us_-_form_1095c [2017/10/10 19:46 (7 years ago)] – [Employee Contacts] rreyes | us_-_form_1095c [2017/11/17 20:48 (7 years ago)] (current) – [Employee Check Marks] rreyes | ||
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====== Form 1095-C Configuration ====== | ====== 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. | + | 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. | ||
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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: | ||
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<note important> | <note important> | ||
+ | * 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. Refer to the image below. | ||
- | - 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. | + | {{ :eecontact4.jpg |}} |
- | - 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 ===== | + | * 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 |
- | 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). | + | |
+ | {{ : | ||
+ | * 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 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. | ||
- | ====== 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/ | + | To check or uncheck |
- | Also, only pages 1 and 3 of the form 1095-C is available in the system. | + | ====== Form Import ====== |
+ | Before importing the XML file, you need to complete the configurations stated above. Otherwise, check marks will not be displayed in the form. | ||
- | ===== Employee Contacts ===== | + | To import the XML file, go to Forms and Reports > Payroll Designer |
+ | Then click the [Import] button | ||
+ | ====== Limitation ====== | ||
- | Part III of the form, requires check marks to note if a beneficiary has been covered with a health insurance | + | Once you have all the configurations added, you are now ready to enter necessary information |
- | + | ||
- | Employee Contacts tab of the employee setup is where the contacts or beneficiaries | + | |
- | + | ||
- | === 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 | + | Also, only pages 1 and 3 of the form 1095-C |
- | Setup | ||
- | Limitation |
us_-_form_1095c.1507690019.txt.gz · Last modified: 2017/10/10 19:46 (7 years ago) by rreyes