Generating Forms

You can use the Generate Forms panel to:

• Create the ACA forms required by the IRS. Click Generate Forms to launch the Forms Wizard, which guides you through filling out the required information.

• Import your employees' covered individuals (beneficiaries). You can import the information required in the forms for your employees to file (1095-C). Each beneficiary or dependent under your employees' healthcare insurance must be listed in the form, and if that information is not available in your Sage program, you can import it using a file.

• Import your employee offer and coverage codes. You can import the information required in the forms for your employees to file (1095-C). Offer and coverage codes must be listed in the form, and if that information is not available in your Sage program, you can import it using a file.

• Review your generated forms. After the forms are generated, you can review each individual form and manually edit the information if necessary.

To generate ACA forms

1. Click the Generate Forms button (My Workforce Analyzer > Forms tab). The Forms Wizard opens.
2. Click through and complete each of the following steps in the Forms Wizard:
   1. Selecting year and employer
   2. Selecting 1095-C Defaults Step 1
   3. Selecting 1095-C Defaults Step 2
   4. Selecting 1095-C Defaults Step 3
   5. Defining covered individuals
3. After completing each step, review the summary window. Confirm the correct number of forms were created (one 1094-C for the employer, and one 1095-C for each employee), and click Finish. The system generates a set of forms for the year and employer and displays them in a forms viewer.
4. Next, use the 1094-C/1094-C forms viewer window (opens automatically) to review the form information for each employee. See Reviewing, printing, and filing forms for more information.