CREATE 1094-C AND 1095-C ELECTRONIC FILE

As part of Affordable Care Act reporting requirements for employers issued by the Internal Revenue System (IRS), electronic filing is required if you are filing more than 250 returns under Section 6056 (Forms 1094–C and 1095–C) during the calendar year. Use this screen to create 1094-C and 1095-C electronic files for submission to the IRS.

For more details on Affordable Care Act reporting, please refer to the topics in the Related Information section.

Related Information

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Criteria

Taxable Entity

Calendar Year

Employee Selection Criteria

Use the fields in this group box to specify ranges of employee records that you want to include in the processing.

Employees

Range Type

Select the type of employee range to be included in the processing. You can select one of the standard range types (All, Range, One, From Beginning, and To End) or they may opt to run the process for a set of non-contiguous Employee IDs.

From the drop-down list, select the employee range option to include on this report. Valid options are:

Start

End

Employee Non-Contiguous Range

Select this check box to select a non-contiguous range for employee selection. Use the Employee Non-Contiguous Range subtask to select the range of items you would like to include in the processing.

Processing Option

Generate Files

Confirm Records as Accepted by the IRS

Select this option to mark the employee records that you have previously generated as IRS accepted. Records that are marked as IRS accepted will no longer be editable.

You must perform this process after the records have been successfully accepted to ensure concurrency between the Costpoint database records and the records that are accepted by the IRS.

Data File

File Type

This field is available only when you select Generate Files as the processing option.

Transmission Type

Filing Year Status

From the drop-down list, select the whether you are generating the date for the current year or prior year. Valid options are:

This drop-down list is available only when you select Generate Files as the processing option.

Receipt ID

Enter the receipt ID that was returned by the IRS. This field is required if the Transmission Type is Replacement or Corrections.

Type of Data Correction

If Transmission Type is set to Corrections, from the drop-down list, select which data file needs to be corrected. Valid options are:

If only 1094-C has correction, select 1094-C in the Type of Data Correction field. The Manifest file and the data file will be generated for correction transmission of 1094-C.

If only 1095-C has correction, select 1095-C in the Type of Data Correction field. The Manifest file and the data file will be generated for correction transmission of 1095-C.

Generation ID

Enter, or click

to select, the generation ID of the records to be confirmed as IRS accepted. This is the data file generation key created for each time an electronic file is created for 1094-C and 1095-C transmission. This ID is used when you run the screen process with the Confirm Records as Accepted by the IRS option selected on the Processing Option group box.

Transmitter Contact Information

This group box contains information of the contact person for the transmission. The default field values come from the Manage 1094-C Data screen. The fields on this group box are available only when you select Generate Files as the processing option.

First name

Middle Name

Last Name

Suffix

Telephone Number

File Options

File Location

In the File Location field, enter, or click

to select, the alternate file location where you want to store the export file. Alternate file locations are set up on the Manage Alternate File Locations screen.

Leave the File Location field blank. When you execute this application, the export file is saved to the Costpoint database. Use the Export Files application to retrieve it and save it to a location on the network.