Wiki source code of ACA Preparer Functions

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

version	line-number	content
2.1	1	Add Single Row
	2
3.3	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”
2.1	7
	8	~
	9
3.3	10	* (((
	11	Covered Individuals* Choose the “Edit” Menu, Select “Rows” and choose to “Add Covered Individual”
4.2	12
3.3	13	* “Add Covered Individual” button on right side and on the Covered Individuals tab
5.2	14	* Right Click a row number and choose “Add”[[image:attach:Add_Single_Rows.png]](((
5.3	15
	16
3.3	17	Remove Single Row
	18	)))
	19	* (((
	20	Employee
	21
	22	* Choose the “Edit” Menu, Select “Rows” and choose to “Remove Employee”
	23	* “Remove Employee” button on right side and on the Employee Entry tab
	24	* Right Click a row number and choose “Remove”
	25	~
	26	)))
4.2	27
3.3	28	Covered Individuals
	29
5.2	30	* Choose the “Edit” Menu, Select “Rows” and choose to “Remove Covered Individual”
	31	* “Add Covered Individual” button on right side and on the Covered Individuals tab
	32	* Right Click a row number and choose “Remove”
3.3	33	\\[[image:attach:22.png]]
	34
	35
	36	Add Multiple Rows
	37
5.2	38	* Employee
	39	** Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Employees”
	40	** Right Click a row number and choose “Add Multiple”
3.3	41	\\[[image:attach:3.png]]
	42
5.2	43	Covered Individuals
	44
	45	* Choose the “Edit” Menu, Select “Rows” and choose to “Add Multiple Covered Individuals”
	46	* Right Click a row number and choose “Add Multiple”
3.3	47	\\[[image:attach:4.png]]
	48
	49	Remove Multiple Rows
	50
5.2	51	* Employee
	52	** Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Employees”
	53	** Right Click a row number and choose “Remove Multiple”
	54	\\[[image:attach:5.png]]
	55	\\Covered Individuals
	56	*** Choose the “Edit” Menu, Select “Rows” and choose to “Remove Multiple Covered Individuals”
4.2	57	*** Right Click a row number and choose “Remove Multiple”
3.3	58	\\[[image:attach:6.png]]
5.2	59
3.3	60
	61	Adjusting Employee Information
	62
5.2	63	* 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.
3.3	64
	65
5.2	66	[[image:attach:7.png]]
4.2	67
	68
5.2	69	Adjusting Covered Individuals Information
3.3	70
5.2	71	* To edit the Covered Individual Information click inside the field on the Covered Individuals tab to enter and edit any information needed.
3.3	72
	73
5.2	74	[[image:attach:8.png]]
3.3	75
	76
	77	Updating Company Information
	78
5.2	79	* To change company information choose the “Edit” menu and then “Update Company Information”.
	80
	81	[[image:attach:9.png]]
3.3	82	\\
	83
	84	Indicating a Member of an Designated Government Entity (DGE)
	85	//C Process Only//
	86
5.2	87	* When first starting the ACA Process the option to indicate that you are a DGE was located in the Company Setup.
	88	** To access the company setup again; choose the “Edit” menu and then “Update Company Information”.
	89	\\[[image:attach:10.png\|\|height="470" width="628"]]
3.3	90
	91	Adjusting ALE Monthly Member Information
	92
5.2	93	* To adjust the Monthly information for ALE Member Information:
	94	** Simply click the checkboxes to check and uncheck for “Minimum Essential Coverage Offer” and “Aggregated ALE Group Member”.
	95	** Select the drop down menu for the appropriate “Section 4980H Transition Relief” code.
	96	** Select the field for “Full-Time Employee Count” or “Total Employee Count” and type in the information.
	97
3.3	98
	99	//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?”//
	100	\\[[image:attach:11.png]]
	101
	102
	103	Adding, Removing, and Editing Other ALE Members
	104
5.2	105
	106	* To access your list of Other ALE Member select the “Other ALE Members” box.
	107	* Once selected an additional box will appear with the list of Other Aggregate ALE Group Members.
	108	** Select “Add Company” to add an additional Other ALE Member
	109	** Select a company and choose “Edit Company” to adjust information on an existing Other ALE Member
	110	** Select a company and choose “Remove Company” to remove the company from your Other ALE Members
3.3	111	\\[[image:attach:12.png]]
	112
	113
	114	//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?”//
	115
	116	Help Button
	117
5.2	118	* Click the help button in the upper right corner of the ACA Preparer to learn more information on Aatrix eFile.
	119
3.3	120
	121	For Additional Functions:
	122
5.2	123
5.3	124	* [[Incorrect Data Populating into Preparer>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Incorrect Information on Forms.WebHome]]
	125	* [[Merging>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Merging.WebHome]]
	126	* [[Importing a CSV File>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Importing a CSF File.WebHome]]
	127	* [[Saving and History>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».History, Saving, and Corrections.Saving and History.WebHome]]
6.1	128	* [[Correction Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».History, Saving, and Corrections.Correction Process.WebHome]]
	129	* [[e1095 Password Lookup>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Electronic Only Info.Password Lookup.WebHome]]
	130	* [[Help Text>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Help Text.WebHome]]
	131	* [[Error Checking>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Error Checking.WebHome]]
	132	* [[Foreign Employees>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Foreign Employees.WebHome]]
	133	* [[Electronic Only Employees>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Electronic Only Info.Electronic Only Employees.WebHome]]
	134	* [[Social Security Number Information>>doc:Windows.U\.S\..Standard Filing Questions ».Processing & Forms Introduction.Social Security Number Information.WebHome]]
7.1	135
	136	----
	137
	138	== Related Pages: ==
	139
8.1	140	=== ===
	141
9.1	142
7.1	143	=== [[1095-C eFiling Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.1095-C eFiling Process.WebHome]] ===
	144
8.1	145	====== Learn more about the 1095-C e-Filing Process with the Aatrix ACA Preparer. ======
7.1	146
	147
	148	=== [[Covered Individual Information>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Covered Individual Information.WebHome]] ===
	149
8.1	150	====== Learn about covered individuals. ======
7.1	151
	152
	153	=== [[Indicate the Combining of W-2 and 1095s>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Indicate the Combining of W-2 and 1095s.WebHome]] ===
	154
8.1	155	====== Learn about saving money by combining W-2s and 1095s. ======
7.1	156
	157
	158	=== [[1095-B eFiling Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.1095-B eFiling Process.WebHome]] ===
	159
8.1	160	====== Learn more about the 1095-B e-Filing Process with the Aatrix ACA Preparer. ======
7.1	161
	162
	163	=== [[Importing a CSV File>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Importing a CSF File.WebHome]] ===
	164
8.1	165	====== Learn about importing a CSV into the ACA Preparer. ======
3.3	166	)))