ACA 1094/1095 information for Payroll

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If you use the Payroll module in the Financial Edge this blog post has important tax season information for you!

Tax season is right around the corner and as many of you are already aware we have new tax forms this year. If you use payroll it is now required you file the new healthcare Affordable Care Act (ACA) tax forms, the 1094 and 1095. Our programmers have been working on adding new features to the Financial Edge so you can store this data and process it successfully.

The new ACA process will allow you to import or manually enter 1094 and 1095 data into Financial Edge and then create the forms with Aatrix just like you do with W2's. Now is the time to start gathering your ACA data and we have the tools to get you there.

To enter ACA data in the Financial Edge you need to be running the Financial Edge version 7.87 patch 9 or higher. If you're hosted you will automatically be updated to this new version on November 20, 2015. If you are not Blackbaud hosted don't worry, patch 9 will be released for you very soon. In the meantime you can still start to collect the ACA information in preparation for tax season. If you have not already done so be sure to check out our ACA FAQ's, as this article will continue to be updated throughout the year.

To help gather this ACA data we have created two import files. Our ACA Import file and ACA Dependents Import file, both import files can be downloaded from this blog and include an import template, sample records, instructions, and import steps. You can use these files to gather data, store it, and import the information into FE. Of course if you do not want to import or it's not practical you certainly don't have to! Once you are running patch 9 or higher you can manually enter ACA data into the Financial Edge by following these steps.

Be sure to keep an eye on your Financial Edge community as we will have more information being released soon. Together we're looking forward to a very successful tax season!

-Financial Edge Support Team
News ARCHIVED | Financial Edge® Tips and Tricks 11/20/2015 11:07am EST

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4 Comments
Hey Karen, We will add these files to our resource library in community, https://community.blackbaud.com/products/financialedge/resources. If you are receiving any errors when downloading the files please let us know. Thank You!
I cannot open the attached files.
Just as the 1096 is the transmittal/"cover page" for the 1099-MISC forms in Accounts Payable and the W-3 serves the same purpose for the W-2 in Payroll, the 1094-C serves as the transmittal for the 1095-C individual forms, and is currently in final testing and will be available with the Aatrix EOY release. Likewise the 1095-B/1094-B combination. You can opt to eFile any of these or print them in Aatrix.
I noticed that Blackbaud Forms does not have the 1094-C available, which is the transmittal form which needs to be sent to the IRS. I was told that the filing would electronic so the transmittal form would not be needed. Is this true?

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