Reviewing, printing, and filing forms
After generating the forms, they are stored in sets by calendar year in the Forms panel. Use this page to prepare your forms before eFiling them with Sage Payroll Tax Forms and eFiling by Aatrix.
You can use the Forms panel to prepare your generated forms sets as follows:
Click the icon next to the forms set to open the preview window. A tab is displayed for each form (1094-C and 1095-C).
When viewing the 1094-C tab (for the employer form), click the Part I, Part II, Part III, and Part IV sub tabs to review and edit the information required in the form.
When viewing the 1095-C tab (the forms for individual employees), use the search box to view the form for each individual employee, then click the Part I, Part II, and Part III sub tabs to review and edit the information required in the employee's form.
Tip: Click Filters to open up a window to filter the list by employee status from your Sage accounting or HR program (statuses like Active, Dependent (COBRA), LOA, Not Employee, and Terminated). You can also filter by hire and termination dates, forms with or without errors, and employees who are excluded from or included in filing. Click Reset to clear the filter settings and show all employees.
To change the information on a form:
- Select the form (1094-C or 1095-C) and tab you want to edit.
- If editing Form 1095-C, use the search box to select the employee whose form you want to edit.
- Click the Filters link to open a window and filter which employees display in the search box.
- Scroll through the list of employees displayed and click on an employee's name to select and view the employee's form.
- Click on any field in the forms to edit the text or type new information.
- Click to apply your changes.
Important! If you make changes to a form, click the button on this window or your edits will be lost.
Sometimes a Federal Form 1095-C will be generated for an employee when it's not required.
If a form is generated but not required for the employee, click the Exclude from Filing check box (Forms panel > Edit > 1095-C > select an employee > Part I tab). This will exclude the form from the eFiling process with Sage Payroll Tax Forms and eFiling by Aatrix.
Click the
When you export the data, the system prepares a file that you can easily edit in MS Excel, and then import.
If you include information in your import file(s) for employees in a generated set of forms, the information in the forms will be replaced with the information in your file. The information is not appended.
Using the
- Part II Employee Offer and Coverage codes
- Part III Covered Individuals
After you generate forms and before you eFile them, you can quickly update information in a forms set by exporting information, using MS Excel to change the information, and then importing the updated information.
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Open My Workforce Analyzer and select Forms (tab) > Forms (panel).
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Select the set of forms you want to update and click the
button.Important! If you need to update forms that you have already eFiled, you must open Aatrix (click the Drafts and Histories button) and edit the forms there.
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Select the type of information you want to export.
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Under the Export step, click the button to specify where you want the export file to be saved and click .
Note: You must close the Export and Import window before you can view the file.
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After reviewing the file and making necessary changes, click the
button next to the set of forms you want to update -
Under the Import step, select the button, locate the file you want to import, and click .
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After the import successfully completes, close the window and click
to view the updated forms.
Click the Print/eFile icon next to the forms set to launch Sage Payroll Tax Forms and eFiling by Aatrix.
Important! If you have not previously registered for eFiling services with Sage Payroll Tax Forms and eFiling by Aatrix, you must do so before you can use My Workforce Analyzer to print, distribute, and file your federal ACA forms. The same eFiling service is used for payroll tax filing, W-2s, and ACA forms.
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Open your Sage program.
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Select the Help menu and Register for eFiling.
Depending on your Sage program, the menu may show Register for Aatrix.
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A web browser opens with information about the Sage Payroll Tax Forms and eFiling by Aatrix options available to your company. Select Payroll eFiling Enrollment, select the options that apply to your needs, and complete the online form.
Using Sage Payroll Tax Forms and eFiling by Aatrix
Once your company is registered, and after you have generated forms in My Workforce Analyzer, you can use Sage Payroll Tax Forms and eFiling by Aatrix to do all of the following:
- Use the information you prepared in My Workforce Analyzer to review, edit, and finalize your ACA forms.
- Merge information from multiple companies if you are filing as an Aggregated ALE Group.
- Use the eFiling services to submit the forms to the IRS.
- Print paper copies of your ACA forms.
- Save PDF copies of your ACA forms.
- Email employee-specific 1095-C forms to each employee.
- Provide printed copies of the employee forms with W-2s to each employee (if you use Aatrix for W-2 preparation).
Tip: For a checklist and overview of the year-end process using My Workforce Analyzer and Sage Payroll Tax Forms and eFiling by Aatrix, review the My Workforce Analyzer Year-End Processing Guide.
Select a forms set from the table, then click the View Drafts and Histories button in the Forms panel to launch the Drafts and Histories section of Sage Payroll Tax Forms and eFiling by Aatrix.
Drafts and histories include previously filed forms (if applicable) and draft forms that you started preparing in Aatrix but did not eFile.
Select a forms set and click the icon to delete the set. Form sets are stored by calendar year and include the employer 1094-C and all of the employee 1095-C forms for the year. Partial forms (some forms within a forms set) cannot be deleted.
If you made several changes to your Sage program data or to employees and their beneficiaries, deleting and generating the forms again may be the quickest way to update all forms at once.
After deleting a forms set you must click the
button (Forms tab > Generate Forms panel) to recreate the forms set for that calendar year.Tip: If a single employee's form should be deleted, edit the forms set and select the Exclude from Filing check box on the 1095-C > Part I tab for that specific employee. You cannot delete single forms from a forms set (saved by calendar year).