ACA Preparer Functions

Last modified by Derek K on 2024/02/07 22:29

Add Single Row

  • Employee
    • Choose the “Edit” Menu, Select “Rows” and choose to “Add Employee”
    • “Add Employee” button on right side and on the Employee Entry tab
    • Right Click a row number and choose “Add”

 

  • Covered Individuals* Choose the “Edit” Menu, Select “Rows” and choose to “Add Covered Individual”

    • “Add Covered Individual” button on right side and on the Covered Individuals tab
    • Right Click a row number and choose “Add”Add_Single_Rows.png

       

      Remove Single Row 

    • Employee

      • Choose the “Edit” Menu, Select “Rows” and choose to “Remove Employee”
      • “Remove Employee” button on right side and on the Employee Entry tab
      • Right Click a row number and choose “Remove”
         

    Covered Individuals

    • Choose the “Edit” Menu, Select “Rows” and choose to “Remove Covered Individual”
    • “Add Covered Individual” button on right side and on the Covered Individuals tab
    • Right Click a row number and choose “Remove”

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    Add Multiple Rows

    • Employee
      • Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Employees”
      • Right Click a row number and choose “Add Multiple”

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    Covered Individuals

    • Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Covered Individuals”
    • Right Click a row number and choose “Add Multiple”

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    Remove Multiple Rows

    • Employee
      • Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Employees”
      • Right Click a row number and choose “Remove Multiple”

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        Covered Individuals
        • Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Covered Individuals”
        • Right Click a row number and choose “Remove Multiple”

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    Adjusting Employee Information

    • To edit the Employee Information either click inside any field cell on the top of the ACA Preparer or edit the information on the Employee Entry tab below.
       

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    Adjusting Covered Individuals Information

    • To edit the Covered Individual Information click inside the field on the Covered Individuals tab to enter and edit any information needed.
       

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    Updating Company Information

    • To change company information choose the “Edit” menu and then “Update Company Information”.

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    Indicating a Member of an Designated Government Entity (DGE)
    C Process Only

    • When first starting the ACA Process the option to indicate that you are a DGE was located in the Company Setup.
      • To access the company setup again; choose the “Edit” menu and then “Update Company Information”.

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    Adjusting ALE Monthly Member Information

    • To adjust the Monthly information for ALE Member Information:
      • Simply click the checkboxes to check and uncheck for “Minimum Essential Coverage Offer” and “Aggregated ALE Group Member”.
      • Select the drop down menu for the appropriate “Section 4980H Transition Relief” code.
      • Select the field for “Full-Time Employee Count” or “Total Employee Count” and type in the information.
         

    Note: ALE Monthly Member Information is only available when the “YES” check box is checked for the question “Is this the Authoritative Transmittal for this EIN/ALE Member?”

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    Adding, Removing, and Editing Other ALE Members

    • To access your list of Other ALE Member select the “Other ALE Members” box.
    • Once selected an additional box will appear with the list of Other Aggregate ALE Group Members.
      • Select “Add Company” to add an additional Other ALE Member
      • Select a company and choose “Edit Company” to adjust information on an existing Other ALE Member
      • Select a company and choose “Remove Company” to remove the company from your Other ALE Members

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    Note: “Other ALE Members” box is only available when the “YES” check box is checked for the question “Is this employer a member of an Aggregated ALE Group?”

    Help Button

    • Click the help button in the upper right corner of the ACA Preparer to learn more information on Aatrix eFile.
       

    For Additional Functions:

    Related Pages:

    1095-C eFiling Process

    Learn more about the 1095-C e-Filing Process with the Aatrix ACA Preparer.

    Covered Individual Information

    Learn about covered individuals.

    Indicate the Combining of W-2 and 1095s

    Learn about saving money by combining W-2s and 1095s.

    1095-B eFiling Process

    Learn more about the 1095-B e-Filing Process with the Aatrix ACA Preparer.

    Importing a CSV File

    Learn about importing a CSV into the ACA Preparer.