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general:1095_print_1095_forms [2018/11/27 15:25] emorenogeneral:1095_print_1095_forms [2021/02/13 20:00] (current) emoreno
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-\\  After all 1095 data is accurate, generate the [[humanresources:reports:hrreports:quarterlyannualreports:1095bforms|Human Resources > Reports > HR Reports > Quarterly/Annual Reports > 1095-B Forms]] or [[humanresources:reports:hrreports:quarterlyannualreports:1095cforms|1095-C Forms]] report to finalize and print 1095 forms.+=====Finalize the 1095 data and print forms=====
  
 +After all of the 1095 data is accurate, generate the [[personnel:reports:payrollinformationreports:1095bforms
 +|Personnel > Reports > Payroll Information Reports > HRS5250 - 1095-B Forms]] or [[personnel:reports:payrollinformationreports:1095cforms
 +|HRS5255 - 1095-C Forms]]  report to finalize and print 1095 forms.
  
-Generate the report with the following report parameters:+**1095-B**:
  
-  * Set the **Comparison Report (C), 1095-B Forms (1), IRS AIR File (2)** parameter to 1.  +{{:general:process1095forms_hrs5250finalizedata.jpg|HRS5250 Finalize Data Report Paramters}}
-  * Set the **Final Run - Create Historical Record? (Y/N)** parameter to Y. +
-  * In the **Tax Year (####)** parameter, type 2018. +
-  * Select whether or not to mask the social security number.  The full social security number is not required on the employee’s copy. +
-  * Select a sort option. +
-  * Indicate if you want to print on both sides of paper.+
  
-[[humanresources:reports:hrreports:quarterlyannualreports|Generate the report.]]+**1095-C**:
  
-++++Image|{{:academy:business:overview_guide:1095b_form.jpg|Sample 1095-B Form}}+++++{{:general:process1095forms_hrs5255finalizedata.jpg|HRS5255 Finalize Data Report Paramters}} 
 + 
 +Keep in mind that the **Plan Start Month (01-12)** parameter is now required.
general/1095_print_1095_forms.1543332327.txt.gz · Last modified: 2018/11/27 10:25 (external edit)