Specifying 1094 tax options

  1. (Optional) If you exited after entering dependents, click Payroll>End of Period>End of Year Processing>ACA 1094/5 Management (PRE109).
  2. Specify the tax filing year.
  3. For each of these check boxes: Authorized Transmittal, Qualifying Offer Method, 98% Offer Method, Qualifying Offer Transition Relief, and Section 4980H Transition Relief check the boxes as you determine for your company’s filing situation.
  4. In the Contact and Phone fields, specify the contact name and phone number to report on the 1094/1095 forms.
  5. At the Form To Use drop-down list, indicate which 1094/1095 forms to print: B or C.
  6. If you selected to use Form B, you must specify the origin of policy code in the Origin field. Otherwise, this field is disabled.
  7. Refer to the next task: Getting employee data for step-by-step instructions.

See also

Adding employee dependents

Getting employee data

Entering/Updating filing year dependent data

Entering/Updating filing year employee data

Updating employee count information

Printing 1095 forms

Printing 1094 forms

Troubleshooting-Changing employee data before printing

Troubleshooting-Changing employee dependent data before printing

Troubleshooting-Reprinting forms