Namely Toolkit: ACA Reporting

This toolkit contains all of the information you need to file ACA forms with the IRS in Namely, and will answer any questions you have around data updates, form access and error and warning resolution.

Stay compliant with Namely's ACA Reporting Wizard.

ACA 101

Now that you're familiar with our terminology and have your team set up to access our tools, it's time to learn a little bit about the Affordable Care Act's reporting requirements. 

1. ACA Reporting: A Primer - Explains the Affordable Care Act and goes over reporting requirements for employers.  

2. ACA Reporting Deadlines - There are a number of important deadlines your company will need to meet to remain compliant with the Affordable Care Act. 

Preparing Your Data

ACA Filing is all about clean data. These resources will help you prepare your benefits data for filing. 

1. ACA Reporting Checklist- Use this checklist to prepare your company and benefits data for filing. 

2. Company Class- ACA Reporting relies heavily on your company's demographics - particularly the Benefits Classes you have set up in Namely. Use this article to re-familiarize yourself with Class settings in Namely. 

3. Updating an Employee's Benefits Class - A step-by-step guide and best practices on how to update an employee's benefits class. 

4. Using Namely Time to Identify Full-Time Employees for ACA Reporting- If you're a Namely Time client, read this article to learn how you can leverage reporting to determine who your Full-Time Equivalent employees are.  

5. ACA Demographic Report -This report can be used to audit your employee demographic data, to ensure all historic demographic changes have been captured. 

6. Best Practices For Rehire Benefits - You'll want to make sure you're following our best practices for rehires to ensure their ACA data is correct.

7. ACA COBRA Data Requirements - If you have self-funded medical plans, you may need to work with our Service Team to import COBRA data to remain compliant. This article explains how to prep your data to ensure your data is accurate and in line for filing.

Getting Started: Frequently Asked Questions

Do I have to produce an ACA report given that we have fewer than 50 FTEs?	For ACA filing, do we file per EIN, or do we consolidate into one filing?
How can I keep demographics up to date for ACA reporting?	Why are employee demographics important for ACA reporting?
How can I prevent demographic errors?	How do I audit my data for demographic errors?

ACA Reporting Wizard

The ACA Reporting Wizard makes ACA filing easy - it compiles your benefits administration data, flags potential errors, files reports with the IRS and provides employees with their 1095 forms electronically.  

1. ACA Reporting Wizard: A Step by Step Guide- When it comes time to file ACA Reports, our ACA Reporting Wizard is here to make the process easy. Follow the steps in this article to learn how to generate 1095s and file with the IRS using your Benefits Administration data in Namely. 

2. Regenerating Forms for ACA Reporting -This article explains how to regenerate your forms in the ACA Wizard once you've made any necessary updates and adjustments to the ACA Information page, employee profile, and plan information.

Accessing Forms

Once you've filed your forms with the IRS - you'll want to be able to access them for review - and to provide them to your employees. 

1. Accessing ACA Reports-This article explains how to access your 1094 and 1095 forms, and also provides instructions for making 1095s available to terminated employees.

2. Accessing 1095-C Forms-This article can be provided to your employees and explains how they can access their 1095-C forms.

3. ACA Codes: Explanations and Tips-Understand the list of ACA codes, what they mean, when they should be used and other items to consider when using each code!

Filing with the ACA Wizard: Frequently Asked Questions

What are the code explanations for ACA codes?	How does Namely distribute 1095-C forms to employees?
Why can't I choose a code in my ACA filing?	How can terminated employees access their 1095?
How can I submit my ACA forms once they are generated if the "Next" button is not available?	Can I proceed with my ACA filing if there are yellow warnings in the ACA Wizard?
How can I track updates to my ACA filing?

TROUBLESHOOTING:

If something goes wrong - no sweat! We've got you covered. Here are some solutions to some issues we've seen. 

1. ACA Reporting Common Errors and Warnings- The ACA Wizard doesn't just file your forms with the IRS - it also has built in safeguards that flag data issues that can lead to your reports being rejected by the IRS. This article will advise you how to resolve some common ACA Errors and Warnings. 

2. Updating your Benefits DataThis article provides a high level overview to updating benefits data, and includes best practices for working with the Service Team to ensure timely case handling.

Troubleshooting: Frequently Asked Questions

Why are my employees not showing coverage when they have medical deductions in Namely for ACA?	Do I need to file a correction for ACA?
How can I fix the demographic records I flagged in my audit?	Why am I receiving a "Voided Record (Dependent Enrollment)" error message in my ACA reporting?
How do I handle the yellow warnings concerning employee start dates in the ACA Wizard?	How can I submit my ACA forms once they are generated if the "Next" button is not available?

EMPLOYEE RESOURCE CENTER:

This resource can be shared with your employees to help guide them through ACA in Namely. 

1. Accessing 1095-C Forms -This article can be provided to your employees and explains how they can access their 1095-C forms.

ADDITIONAL RESOURCES:

Help Community

1. Namely Toolkit: Open Enrollment - This toolkit is your one-stop-shop for everything related to Open Enrollment in Namely. Learn how to update your plans and carrier feeds, administer open enrollment, approve plans, audit your site and data, and resolve any errors you may come across.

Comply Database

The following content is available in our Comply Database. For more details, read: Namely Comply Database and Compliance Plus.

 

1. Health Care Reform- ThinkHR focuses on the ACA provisions that affect employers and employer-sponsored health plans. As your one-stop guide, this site offers both quick facts and detailed summaries for each key provision, along with toolkits and resources for employers and their advisors, and links to federal sources for supporting documentation. 

2. ACA: Large Employer Health Reform Checklist - Employers that provide health coverage to employees are responsible for complying with many of the provisions of the Affordable Care Act (ACA). Most health reform changes apply regardless of the employer's size, although other changes apply only to large employers. The checklist is designed to help large employers comply with ongoing requirements for notices and reports.

3. ACA: Small Employer Health Reform Checklist - Employers that provide health coverage to employees are responsible for complying with many of the provisions of the Affordable Care Act (ACA). Most health reform changes apply regardless of the employer's size, although other changes apply only to small employers. The checklist is designed to help small employers comply with ongoing requirements for notices and reports.

4. Employer Reporting Requirements (Forms 1094-C and 1095-C) - Provides an overview of employer reporting requirements, and links to official guidance on both forms from the IRS.

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