Open QA on ACA tracking and reporting and Fulfillment Have us mail or email your 1095-Cs for you

January 9, 2018

Agenda`

•Resources:• Knowledge Base

• ACA User Group

• Support

• Webinars

•DEMO• Mass Create 1095-C

• Fulfillment – 1095-C Distribution

• Q&A

2© Integrity Data 2016. All rights reserved.

ACA Filing Dates for 2017

•January 29th – eFiling with IRS

•March 2nd - 1095-C to the Employees

•February 28th - Paper Filing to IRS

•April 2nd - Electronic Filing to IRS

•2017 Good-Faith Effort Extended

3© Integrity Data 2016. All rights reserved.

Resources

4

5

Help – Right where you need it!

© Integrity Data 2016. All rights reserved.

6

Affordable Care Act reporting FAQs on Integrity Data’s site (cont):

7

Find slide decks and recordings from past ACA User Group lessons on this page:http://www.integrity-data.com/aca-user-group-content-library

Password: ACAUG

8

A different type of ACA tracking to keep in mind

© Integrity Data 2016. All rights reserved.

Always email this address

Support@integrity-data.comso that we can track

your concern – and see that everyone who must weigh in on the answer can do so.

* Recommended way to get Support questions answered promptly and fully.

Next lessonsin our ACA User Group series

• 2:30 p.m. Eastern• 1:30 p.m. Central• 12:30 p.m. Mountain• 11:30 a.m. Pacific• 9:30 a.m. Alaskan• 8:30 a.m. Hawaiian-Aleutian

January 16th & Jan 23rd Is your ACA solution ready to go? ACA year-end close and reporting for IRS compliance

January 30th

Open Q&A for ACA tracking and reporting | Fulfillment: Have us mail or email your 1095-Cs for you

10

Premium Support Services: Not sure what kind of support you have? Contact support@integrity-data.com to find out

To see a list of premium support services, click here.

1095-C & 1094-C Checklist

11

1095-C & 1094-C Checklist

• Data Retention Package

• SMP – Standard Measurement Period

• Company

• Control Group

• ACA Plan

• ACA Information Assignments

• Benefit

• Pay Codes

• Importing Data – Employees, Transactions, and Dependents (Self Insured)12

© Integrity Data 2016. All rights reserved.

1095-C & 1094-C Checklist (cont.)

• Dependent Information

• Employees – Update Employee Status History / Employment History

• 1094-C Prerequisites

• YE Close

• Create 1095-C

• Edit 1095-C

• Edit 1094-C

• Use Fulfillment / Print 1095-C & 1094-C

• eFile with IRS13

© Integrity Data 2016. All rights reserved.

14

Make 2017 reporting even easier!

Fulfillment Services: We can email, print and mail 1095-Cs for you this filing season. Find out more at www.integrity-data.com/sendmyacaforms/

DemoMass Create 1095-C

Fulfillment – 1095-C Distribution

15

Questions?

16

Thank you for joining us

To add team members to our notification list for ACA User Group calls:

Email Lindy Belley

LBelley@integrity-data.com

www.integrity-data.com888.786.6162

For clarifications on details presented and to suggest topics for future ACA User Group calls:

Email Keith Schmidt

kschmidt@integrity-data.com

18

Integrity Data’s publications and presentations are designed to make employers aware of

IRS reporting requirements under the Affordable Care Act, best practices for compliance with

those requirements, and the consequences of noncompliance.

This material is intended to provide accurate information as of the date posted. It is provided

with the understanding that neither Integrity Data, nor the authors and presenters, are

rendering legal or accounting advice.

With respect to your organization’s decision making for Affordable Care Act compliance,

review the information presented with legal counsel specializing in employee benefits law.