ACA Preparer Functions

Version 4.2 by steveny on 2023/05/04 13:55

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.
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    For Additional Functions: