1095-B eFiling Process

To start processing forms, navigate to the "Form Selection" screen.

• The Form Selection Screen can be found in your accounting/payroll module.
• The Form Selection Screen location will vary depending on what accounting/payroll software you are using. As a general rule, if you are having troubles finding the form selection screen, contact your accounting/payroll software support.
• Once the 1094/1095-B form is chosen from the Federal Form Selection menu, select "OK", "Accept", "Next", "Generate", or "Process".
• Here the accounting/payroll software will push information over to the ACA Preparer. The beginning of the ACA process is the Company Setup:
  • Choosing to test drive the process will let you get familiar with the ACA Preparer and functionality. However, no data changes will be saved for when you start processing the ACA forms. 

• The Federal Employer Identification Number (FEIN) will be on the second screen to display. This number is unable to be edited.
• If your FEIN is displaying incorrectly, please contact your accounting/payroll software.

• Company Information must be present in order to continue through the process.

If this screen does not automatically populate with the company information, you are able to manually type in this information. 

• The company may elect to truncate employees Social Security Numbers (SSNs) with asterisks  or Xs and can have no truncation on their SSNs.

Covered Individuals are required to have their SSNs truncated with either asterisks  or Xs.

Note: The full SSNs will display on the screen. Truncation is only applied to the printed copies received by the employee. 

If you have multiple databases for the same FEIN, a merge of databases must be completed. Aatrix does not allow multiple filings of the same form type for one EIN. Choose “Yes” and complete the merging process before proceeding.

If multiple databases does not apply to your company please keep the selection at “No” and proceed to the ACA Preparer. 

• Once the Company Setup is completed, the ACA Preparer will open for you to review and process your information.
  
  Note: If any information is not passed from your accounting/payroll software there is the capability to enter information manually or import a CSV file on a per column basis.

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  • Step 1
    Employee information will be validated during this step. To adjust any employee information either change in one of the cells above or on the fields of the Employee Entry tab.

    Note: Any errors will be displayed in the bottom right corner of the ACA Preparer. Hover over the red errors will provide you with additional help text details.Clicking on the error will bring the Preparer directly to that employee. 

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