2020 ACA Checklist

Use this checklist to create the forms and reports for Affordable Care Act reporting. This checklist will help you set up Caselle for ACA reporting if you have not already done so, verify ACA employee information, convert ACA information for ACA reporting, print ACA forms, and file ACA forms electronically.

ACA Webinar

To launch the webinar in an internet browser, click this link: 2020 ACA Webinar (1h02m21s) (MP4)

Completing the ACA Checklist

Step 0: Before You Get Started

What do I need before I get started?

Which forms do I need to order for my organization?

Which checklist do I complete first... Payroll Year-end Checklist or ACA Checklist?

How much time will I need to complete the ACA Checklist?

Step 1: Set Up Users

Step 2: Set Up Timekeeping

Step 3: Set Up Human Resources

Step 4: Set Up ACA Annual Reporting

Submitting electronic ACA files

How do I submit electronic ACA files to the IRS?

How do I resubmit electronic ACA files to the IRS?

ACA Resources

ACA Checklist (XML) (PDF)

To save the ACA Checklist XML, right-click on the link and select Save Target As. To add the new electronic checklist, see the help topic titled How do I import an electronic checklist?

Links to Additional IRS Resources

ACA FAQs

201911, 2019Dec10