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| general:aca_create_1095_records [2022/12/15 14:41] – emoreno | general:aca_create_1095_records [2026/02/20 16:46] (current) – emoreno | ||
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| - | \\ Depending on your LEAs procedures, the following methods are available | + | \\ |
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| + | <WRAP center round tip> | ||
| + | Remember, if your LEA initially planned | ||
| + | </ | ||
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| ++++b. Extract records.|{{page> | ++++b. Extract records.|{{page> | ||
| ++++c. Import 1095 data.|{{page> | ++++c. Import 1095 data.|{{page> | ||
| - | ++++d. Copy prior year records.|{{page> | + | ++++d. Copy prior year 1095-B and 1095-C |
| </ | </ | ||
| - | \\ | + | \\ |
| - | Once the 1095 records are created or copied over from the prior year, you can make manual changes as needed using the Personnel > Maintenance > ACA 1095 YTD Data > 1095-C tab. | + | Once the 1095 records are created or copied over from the prior year, you can make manual changes as needed using the Personnel > Maintenance > ACA 1095 YTD Data tabs. |
| The following are a few examples of possible edits that may be required after creating the 1095 records: | The following are a few examples of possible edits that may be required after creating the 1095 records: | ||
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| * Deleting employees who left during the calendar year or who were not paid during the reporting year | * Deleting employees who left during the calendar year or who were not paid during the reporting year | ||
| * Adding new employees to your LEA | * Adding new employees to your LEA | ||
| - | + | \\ \\ | |
| - | + | When making changes, be sure to retrieve | |
| - | Retrieve | + | |
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