2(a) Client Admin Review Profile Setup for B Form Filing (small employers with selfinsured

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1 ACA IRS Dashboard Review This process outlines out to review the ACA IRS Dashboard and verify setup of profiles for each FEIN. Teams and clients are encouraged to review each profile setup thoroughly prior to employee statements being generated and employer data being transmitted to the IRS during the 1 st Quarter. NOTE: An IRS Dashboard Profile must be created for each necessary filing based on a company s corporate structure. The client will need to notify Businessolver how they must file for 1094/1095 reporting purposes. We suggest that all clients consult with their legal counsel and tax attorney to ensure proper filing. Process Overview Step Owner Description 1 Client Admin Access the ACA IRS Dashboard Navigate to the ACA Dashboard 2(a) Client Admin Review Profile Setup for B Form Filing (small employers with selfinsured medical plans) Click on appropriate profile to review errors Review each category within the profile 2(b) Client Admin Review Profile Setup for C Form Filing (large employers) Review error(s) Determine how to correct error(s) Correct error(s) 3 Client Admin Preview Sample 1095 Forms to QA Go to Member Record Preview 1095 Form ACA IRS Dashboard Review Page 1 of 10

2 Process How-To Step 1: Access the Dashboard 1. Under Administration, select ACA Administration 2. Select ACA IRS Dashboard from the dropdown 3. Choose the appropriate Reporting Year and Profile from the respective dropdowns ACA IRS Dashboard Review Page 2 of 10

3 Step 2(a): Review Profile Setup for B Form Filing (small employers with a Self-Insured medical plan) Basic Information This tab includes information about the profile as a whole, along with what services Businessolver is providing for that particular profile. 1) Plan Month This relates to the employer s Plan Year 2) Profile Name 3) Plan Sponsor 4) FEINs the appropriate FEIN(s) should be listed that are filing together. These are pulled directly from Company Information, Billing Setup, or unique FEINs available on individual member records. 5) Will BSC be sending data to the IRS? 6) Will BSC be creating 1095 statements for employees? 7) Will BSC be printing and mailing 1095 statements for employees? 8) IRS Forms B or C forms are selected, depending on size of company 9) Template for Employee Statements appropriate standard template is selected 10) Template for Employer Statement appropriate standard template is selected 11) Safe Harbor if applicable, appropriate default Safe Harbor option selected B Form Information This tab includes information about the company being reported within this filing. ACA IRS Dashboard Review Page 3 of 10

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6 Step 2(b): Review Profile Setup for C Form Filing (large employers) Basic Information This tab includes information about the profile as a whole, along with what services Businessolver is providing for that particular profile. 1) Plan Month This relates to the employer s Plan Year 2) Profile Name 3) Plan Sponsor 4) FEINs the appropriate FEIN(s) should be listed that are filing together. These are pulled directly from Company Information, Billing Setup, or unique FEINs available on individual member records. 5) Will BSC be sending data to the IRS? 6) Will BSC be creating 1095 statements for employees? 7) Will BSC be printing and mailing 1095 statements for employees? 8) IRS Forms B or C forms are selected, depending on size of company 9) Template for Employee Statements appropriate standard template is selected 10) Template for Employer Statement appropriate standard template is selected 11) Safe Harbor if applicable, appropriate default Safe Harbor option selected ACA IRS Dashboard Review Page 6 of 10

7 C Form Data Parts I and II This tab includes information about the company being reported in this filing. ACA IRS Dashboard Review Page 7 of 10

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9 C Form Data Part III This tab includes information about the company s offer of coverage; FT Employee Counts; Total Employee Counts; if they were part of an aggregated group during a specific month; and 4980H Transition Relief Indicator. Transition Relief Indicator: If the employer certifies by selecting Section 4980H Transition Relief that it is eligible for Section 4980H Transition Relief and is eligible for the 50 to 99 Relief, code A should be selected. If the employer certifies by selecting Section 4980H Transition Relief that it is eligible for Section 4980H Transition Relief and is eligible for the 100 or More Relief, code B should be selected. An employer will not be eligible for both types of relief. C Form Data Part IV: Only completed if employer is part of an Aggregated ALE Group This tab includes information about other members of the employer s Aggregated ALE Group. Employers should enter the members of the ALE group with the highest monthly average number of full-time employees. Employer must also complete Part III and indicate which months it was a part of an Aggregated ALE Group. ACA IRS Dashboard Review Page 9 of 10

10 Step 3: Preview Sample 1095 Forms to QA 1. Navigate to Member record 2. Select 1095 Reporting Info from member dropdown menu 3. Select appropriate Reporting Year 4. Click Preview to view sample 1095 form that would be generated based on Profile setup. ACA IRS Dashboard Review Page 10 of 10