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Wiki source code of ACA Preparer Functions

Last modified by Andrew K on 2025/12/31 20:51
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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”[[image:attach:Add_Single_Rows.png]](((
15
16
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 )))
27
28 **Covered Individuals**
29
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”
33 \\[[image:attach:22.png]]
34
35
36 **Add Multiple Rows**
37
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”
41 \\[[image:attach:3.png]]
42
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”
47 \\[[image:attach:4.png]]
48
49 **Remove Multiple Rows**
50
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”
57 *** Right Click a row number and choose “Remove Multiple”
58 \\[[image:attach:6.png]]
59
60
61 **Adjusting Employee Information**
62
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.
64
65
66 [[image:attach:7.png]]
67
68
69 **Adjusting Covered Individuals Information**
70
71 * To edit the Covered Individual Information click inside the field on the Covered Individuals tab to enter and edit any information needed.
72
73
74 [[image:attach:8.png]]
75
76
77 **Updating Company Information**
78
79 * To change company information choose the “Edit” menu and then “Update Company Information”.
80
81 [[image:attach:9.png]]
82 \\
83
84 **Indicating a Member of an Designated Government Entity (DGE)**
85 //C Process Only//
86
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"]]
90
91 **Adjusting ALE Monthly Member Information**
92
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
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
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
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
118 * Click the help button in the upper right corner of the ACA Preparer to learn more information on Aatrix eFile.
119
120
121 **For Additional Functions:**
122
123
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]]
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]]
135
136 ----
137
138 == Related Pages: ==
139
140 === ===
141
142
143 === [[1095-C eFiling Process>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.1095-C eFiling Process.WebHome]] ===
144
145 ====== Learn more about the 1095-C e-Filing Process with the Aatrix ACA Preparer. ======
146
147
148 === [[Covered Individual Information>>doc:Windows.U\.S\..Affordable Care Act (ACA) ».Processing and Form Introduction.Covered Individual Information.WebHome]] ===
149
150 ====== Learn about covered individuals. ======
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
155 ====== Learn about saving money by combining W-2s and 1095s. ======
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
160 ====== Learn more about the 1095-B e-Filing Process with the Aatrix ACA Preparer. ======
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
165 ====== Learn about importing a CSV into the ACA Preparer. ======
166 )))