Wiki source code of ACA Preparer Functions
Version 4.2 by steveny on 2023/05/04 13:55
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author | version | line-number | content |
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1 | **Add Single Row** | ||
2 | |||
3 | * **Employee** | ||
4 | ** Choose the “Edit” Menu, Select “Rows” and choose to “Add Employee” | ||
5 | ** “Add Employee” button on right side and on the Employee Entry tab | ||
6 | ** Right Click a row number and choose “Add” | ||
7 | |||
8 | **~ ** | ||
9 | |||
10 | * ((( | ||
11 | **Covered Individuals*** Choose the “Edit” Menu, Select “Rows” and choose to “Add Covered Individual” | ||
12 | |||
13 | * “Add Covered Individual” button on right side and on the Covered Individuals tab | ||
14 | * Right Click a row number and choose “Add” | ||
15 | [[image:attach:Add_Single_Rows.png]]((( | ||
16 | **Remove Single Row** | ||
17 | ))) | ||
18 | * ((( | ||
19 | **Employee** | ||
20 | |||
21 | * Choose the “Edit” Menu, Select “Rows” and choose to “Remove Employee” | ||
22 | * “Remove Employee” button on right side and on the Employee Entry tab | ||
23 | * Right Click a row number and choose “Remove” | ||
24 | **~ ** | ||
25 | ))) | ||
26 | * | ||
27 | |||
28 | **Covered Individuals** | ||
29 | |||
30 | * | ||
31 | ** Choose the “Edit” Menu, Select “Rows” and choose to “Remove Covered Individual” | ||
32 | ** “Add Covered Individual” button on right side and on the Covered Individuals tab | ||
33 | ** Right Click a row number and choose “Remove” | ||
34 | \\[[image:attach:22.png]] | ||
35 | |||
36 | |||
37 | **Add Multiple Rows** | ||
38 | |||
39 | * | ||
40 | ** **Employee** | ||
41 | *** Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Employees” | ||
42 | *** Right Click a row number and choose “Add Multiple” | ||
43 | \\[[image:attach:3.png]] | ||
44 | |||
45 | ** **Covered Individuals** | ||
46 | *** Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Covered Individuals” | ||
47 | *** Right Click a row number and choose “Add Multiple” | ||
48 | \\[[image:attach:4.png]] | ||
49 | |||
50 | **Remove Multiple Rows** | ||
51 | |||
52 | * | ||
53 | ** **Employee** | ||
54 | *** Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Employees” | ||
55 | *** Right Click a row number and choose “Remove Multiple” | ||
56 | \\[[image:attach:5.png]] | ||
57 | \\ | ||
58 | *** **Covered Individuals** | ||
59 | **** Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Covered Individuals” | ||
60 | **** Right Click a row number and choose “Remove Multiple” | ||
61 | \\[[image:attach:6.png]] | ||
62 | |||
63 | **Adjusting Employee Information** | ||
64 | |||
65 | * | ||
66 | ** 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. | ||
67 | *** [[image:attach:7.png]] | ||
68 | |||
69 | |||
70 | **Adjusting Covered Individuals Information** | ||
71 | |||
72 | |||
73 | |||
74 | * | ||
75 | |||
76 | To edit the Covered Individual Information click inside the field on the Covered Individuals tab to enter and edit any information needed. | ||
77 | |||
78 | |||
79 | * | ||
80 | ** [[image:attach:8.png]] | ||
81 | |||
82 | |||
83 | **Updating Company Information** | ||
84 | |||
85 | To change company information choose the “Edit” menu and then “Update Company Information”. | ||
86 | \\[[image:attach:9.png]] | ||
87 | \\ | ||
88 | |||
89 | **Indicating a Member of an Designated Government Entity (DGE)** | ||
90 | //C Process Only// | ||
91 | |||
92 | * | ||
93 | ** When first starting the ACA Process the option to indicate that you are a DGE was located in the Company Setup. | ||
94 | *** To access the company setup again; choose the “Edit” menu and then “Update Company Information”. | ||
95 | \\[[image:attach:10.png]] | ||
96 | |||
97 | |||
98 | **Adjusting ALE Monthly Member Information** | ||
99 | |||
100 | * | ||
101 | ** To adjust the Monthly information for ALE Member Information: | ||
102 | *** Simply click the checkboxes to check and uncheck for “Minimum Essential Coverage Offer” and “Aggregated ALE Group Member”. | ||
103 | *** Select the drop down menu for the appropriate “Section 4980H Transition Relief” code. | ||
104 | *** Select the field for “Full-Time Employee Count” or “Total Employee Count” and type in the information. | ||
105 | *** | ||
106 | |||
107 | **//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?”// | ||
108 | \\[[image:attach:11.png]] | ||
109 | |||
110 | |||
111 | **Adding, Removing, and Editing Other ALE Members** | ||
112 | |||
113 | * | ||
114 | ** To access your list of Other ALE Member select the “Other ALE Members” box. | ||
115 | *** Once selected an additional box will appear with the list of Other Aggregate ALE Group Members. | ||
116 | **** Select “Add Company” to add an additional Other ALE Member | ||
117 | **** Select a company and choose “Edit Company” to adjust information on an existing Other ALE Member | ||
118 | **** Select a company and choose “Remove Company” to remove the company from your Other ALE Members | ||
119 | \\[[image:attach:12.png]] | ||
120 | |||
121 | |||
122 | **//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?”// | ||
123 | |||
124 | **Help Button** | ||
125 | |||
126 | * | ||
127 | ** Click the help button in the upper right corner of the ACA Preparer to learn more information on Aatrix eFile. | ||
128 | ** | ||
129 | |||
130 | **For Additional Functions:** | ||
131 | |||
132 | * | ||
133 | ** [[Incorrect Data Populating into Preparer>>url:https://www.aatrix.com/index.php/support/knowledgebase/windows/us/standard/introduction/incorrect]] | ||
134 | ** [[Merging>>url:https://www.aatrix.com/support/knowledgebase/windows/us/standard/introduction/merge/]] | ||
135 | ** [[Importing a CSV File>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/importing-csv-file/]] | ||
136 | ** [[Saving and History>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/history-saving-and-corrections/saving-and-history]] | ||
137 | ** [[Correction Process>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/history-saving-and-corrections/correction-process]] | ||
138 | ** [[e1095 Password Lookup>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/electronic-only/password-lookup]] | ||
139 | ** [[Help Text>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/help-text/]] | ||
140 | ** [[Error Checking>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/error-checking]] | ||
141 | ** [[Foreign Employees>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/processing-and-form-introduction/foreign-employees]] | ||
142 | ** [[Electronic Only Employees>>url:https://www.aatrix.com/support/knowledgebase/windows/us/affordable-care-act/electronic-only/electronic-only-employees/]] | ||
143 | ** [[Social Security Number Information>>url:https://www.aatrix.com/support/knowledgebase/windows/us/standard/introduction/social-security-number-information/]] | ||
144 | ))) |