How do I search the ACA data for errors?

ACA

Run Checkout ACA Employees to search the ACA data to make sure the required information is ready for ACA reporting.

Searching for ACA errors

1. Open Connect Payroll > Government Reporting > Checkout ACA Employees.

2. Use the Tax Year box to select a year.

Connect will limit the search criteria for ACA errors to the selected tax year.

3. Set up the selection criteria (optional).

The default setting will search for errors in all ACA employees. To make the routine run faster, you can limit the search value to a specific ACA employee or range of ACA employees.

4. Select the ACA errors.

Verify employee has origin of policy

Verify employee has offer of coverage code

Verify employee has safe harbor code

Verify dependent has date of birth or Social Security number

Verify dependent has coverage

Exclude part-time employees with no offer of coverage

Exclude volunteer employees with no offer of coverage

 

5. Click GO (CTRL+G).

Connect searches the ACA employee records for errors. It prints the errors on the error report. You can use the error report to track down and resolve errors by running Recalculate or manually fixing it.

 

Verify employee has origin of policy

The ACA form requires that each employee is assigned to an origin of policy, also known as, origin of the health coverage.

How do I fix this error?

Use Modify Existing Employees in the Human Resources application to add the origin of policy to the employee's record. The field that stores the Origin of Policy is saved on the Benefits tab > ACA Requirements subtab. To learn more, see How do I update an employee's origin of the health coverage? (Human Resources)

Verify employee has offer of coverage code

The Offer of Coverage code identifies the type of qualifying offer provided to the employee.

How do I fix this error?

Use Modify Existing Employees in the Human Resources application to assign the Offer of Coverage code to the employee's record. The field that stores the Offer of Coverage is saved on the Benefits tab > ACA Requirements subtab. To learn more, see How do I update an employee's origin of the health coverage? (Human Resources)

Verify employee has safe harbor code

If the employer did not offer a qualified offer to the employee and the employer is using Section 4980H, the employer needs to identify the safe harbor type that applies to the employee.

How do I fix this error?

Use Modify Existing Employees in the Human Resources application to assign the Safe Harbor code to the employee's record. The field that stores the Safe Harbor Code is saved on the Benefits tab > ACA Requirements subtab. To learn more, see How do I update a safe harbor code? (Human Resources)

Verify dependent has date of birth or Social Security number

The ACA forms require a valid birth date and Social Security number for each of the employee's dependent(s). Search the dependent record for a birth date and a Social Security number.

How do I fix this error?

Use Modify Existing Employees in the Human Resources application to add the missing birth date and Social Security number to the dependent record.

How do I add a Social Security number to a dependent? (Human Resources)

How do I add a birth date to a dependent? (Human Resources)

Verify dependent has coverage

Check to see if the dependent(s) has health coverage.

"A dependent is an employee’s child, including a child who has been legally adopted or legally placed for adoption with the employee, who has not reached age 26. A child reaches age 26 on the 26th anniversary of the date the child was born and is treated as a dependent for the entire calendar month during which he or she reaches age 26. For this purpose, a dependent does not include stepchildren, foster children, or a child that does not reside in the United States (or a country contiguous to the United States) and who is not a United States citizen or national. For this purpose, a dependent does not include a spouse" (IRS, Instructions for Form 1095-C).

How do I fix this error?

Use Modify Existing Employees in the Human Resources application to add health coverage to a dependent. To learn more, see How do I add health coverage to a dependent? (Human Resources)

Exclude part-time employees with no offer of coverage

Search the ACA employees for employees who work part-time who do not have an offer of coverage and remove them from the search criteria.

Exclude volunteer employees with no offer of coverage

Search the ACA employees for employees who volunteer who do not have an offer of coverage and remove them from the search criteria.

 

202105, 2021Jan06

 

 

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