How do I add or update ACA 1094 and1095 information in Financial Edge?

The 1094 and 1095 forms are a required part of the Affordable Care Act (ACA) healthcare changes for all Payroll customers. For the 2016 tax year, install version 7.87, Patch 16 to implement the latest updates and features.

Affordable Care Act (ACA) information for the 1094 and 1095 forms can be imported into the Financial Edge or manually entered. 

Import ACA employee and dependent information:

Note:
 Before you proceed with the following instructions, back up the database.  If your organization integrates multiple Blackbaud products, refer to the Additional Requirements section of the backup solution.

  1. Verify you are running Financial Edge 7.87 patch 16 or higher.
  2. Create a query of active employees to create the import file.
    1. If you want in to include all employees, leave the Criteria tab blank.
    2. On the Output tab, include the following fields:
      • Employee > Employee ID
      • Employee Properties > Import ID
      • Employee > Employee full name 
  3. Download and open the article attachment ACA Imports.zip, which contains the following files:
    • acaimport.xlsx to import employee information
    • contactsimport.xlsx is used to import dependent information 
  4. Open the appropriate file and follow the instructions. 


Manually add and edit ACA employee information:

  1. Verify you are running Financial Edge 7.87, patch 16 of higher.
  2. In Payroll > Records, open the appropriate employee record.
  3. Click the ACA Information tab and then New ACA Information from the gray bar.
    Notes: 
    • ​​Click Copy to move existing information from a on year to the next.
    • To edit an ACA year, highlight the year and click Open. 
    Copy button for 1094 / 1095 information
  4. On the New ACA Information screen enter the description, year, and coverage table.

    User-added image

    Note: For more information on options, refer to the Affordable Care Act (ACA) Forms Frequently Asked Questions.


Manually add and edit ACA employee dependent information:

  1. Verify you are running Financial Edge 7.87, patch 16 of higher.
  2. In Payroll > Records, open the appropriate employee record.
  3. Click the Contacts and Addresses tab and then New Contact in the gray bar on the bottom screen. 
    Note:To edit an existing contact, highlight the contact and click Open. 

    User-added image
  4. On the New Contact screen enter the name of the Dependent, relationship, birth date, and any other applicable fields.

    User-added image
  5. Click OK.
     

  ACA Demonstration
  ACA Imports.zip

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