Step 0. Before You Get Started

ACA (Step 0 of 4)

Use this checklist to create the reports and forms for the Affordable Care Act (ACA). You'll need to complete this section before you start working on the ACA Checklist.

Watch a video

[MP4]

Install the ACA Year-end Checklist XML

There are no changes to the ACA Year-end Checklist for 2023. Right-click on the link and the select Save Link As or Save Target As to save the XML to your computer.

2023 ACA Year-end Checklist [XML] [PDF]

Complete the ACA questionnaire

Complete this checklist before you start working on the ACA Checklist. The questions will help you identify changes to the ACA information, get the TCC registration process started, and gather the information together.
ACA Questionnaire [PDF] [Link]

Which forms do I need to order for my organization?

ACA Reporting uses the number of employees employed by the organization and the organization’s status as self-insured or not self-insured to select the ACA reporting form. You can order Forms 1094/1095 from www.irs.gov.

How many employees are employed by your organization?

We employ 49 employees or less AND we are self-insured. Use Forms 1094/1095-B.
We employ 49 employees or less AND we are NOT self-insured. No filing is required.
We employ 50 employees or more AND we are self-insured. Use Forms 1094/1095-C.
We employ 50 employees or more AND we are NOT self-insured. Use Forms 1094/1095-C.

What is an FTE employee?

FTE (Full-time Equivalent) employees are those who worked on average 30 hours or more a week for more than 120 days in a year–or the number of employees you expect to work these hours.
Part-time employees are those who worked on average less than 30 hours per week, but more than 120 days per year.
If the total number of hours worked isn’t a whole number, round it down to the nearest whole number.

Which checklist do I complete first... Payroll or ACA?

The ACA checklist can be completed at any time. But you have to wait to start the Payroll Year-end checklist until your organization is done with the last pay period of the reporting year.

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

That depends on the size of your organization. A small organization will take less time and a large organization may take more time. Plan on taking about 2 to 4 hours to complete the ACA Checklist.

202111, 2021Sep28