ACA Reporting Checklist

This articles includes a checklist to help you clean up your data for ACA filing.

Use this checklist to prepare your company and benefits data for ACA filing. Feel free to review our ACA Reporting: A Primer article to make sure you’re clear on all key terms before leveraging the checklist.

Important Tip:

 Do you have multiple EINs? Have employees transferred between these EINs in the past year? If so, please be sure to check those specific employee profiles and ensure their demographic data is accurate. Common ACA errors occur due to inconsistent start/end dates so please be sure to check this information thoroughly before submitting your company’s ACA filing. Leverage the reports linked in the checklist below to support your preparation efforts. 

Refer to this document to have more information: ACA Reporting Checklist