How to Upload Returns on Bobber Do

How do I submit electronic ACA files to the IRS?

ACA

Follow these instructions when you're ready to use AIR (Affordable Care Act Information Returns) to electronically submit the ACA (Affordable Care Act) Forms 1094 and 1095 to the IRS.

Before you lot get started

• Use Internet Explorer viii, 9, or 10 (eastward-services now supports upward to Internet 11); Microsoft Edge, Firefox, Safari 9, or Chrome.

• Download the ACA App Tutorial at https://www.irs.gov/PUP/for_taxpros/software_developers/information_returns/aca_app_tutorial_online.pdf The PDF was created by the IRS for software developers; however, it besides contains a wealth of data that may help you lot fill in the necessary forms. You tin utilize the Search tool in the PDF reader to look upwards terms, field names, and definitions.

What if clicking on the link doesn't work? If clicking on a link to a website doesn't work, try copying and pasting the web address into the cyberspace browser.

Step one: Register to use IRS e-Services Tools

You'll demand to annals through e-Services before you can employ for a Transmitter Control Lawmaking (TCC). You must be a responsible official or a contact to annals using this site. Allow up to 28 days for processing.

What is a responsible private? A Responsible Official is the individual with responsibility for and authority over the electronic filing of ACA Data Returns at the house or arrangement location. Responsible Official is also the kickoff point of contact with the IRS, has potency to sign original/revised ACA Application for TCC, and is responsible for ensuring that all requirements are adhered to. At least i Responsible Official will need to be listed on the application. All Responsible Officials will be required to sign the Terms of Agreement. A Responsible Official can also be a Contact on the application" (irs.gov).

Registering for e-Services

ane. Open Cyberspace Explorer eight or college.

2. Go to https://la1.www4.irs.gov/e-services/Registration/index.htm

Call up! Utilize Internet Explorer 8 or higher. IRS east-Services website does non support other net browsers.

three. Fill in the registration form.

For help filling in the form: Open a new browser window and launch https://la1.www4.irs.gov/eastward-services/Registration/alphabetize.htm Use the Search tool to look upwards terms and field names.

4. Submit the registration course.

The IRS volition issue you a registration confirmation code within 28 days using the U.S. Postal Service. You will demand to log into the due east-Services website to complete the registration process.

Step 2: Apply for your Information Return Transmitter Control Lawmaking - TCC

"To electronically file ACA Information Returns, a firm or an system must submit the ACA Awarding for TCC... in one case your application is approved, you lot can review and update your application online as needed" (irs.gov).

Can I use the same TCC that I apply to file electronic W-2s and 1099s? No, you need a dedicated TCC to file electronic ACAs.

Before you get started

• You'll need a user proper name and password to log in to the IRS e-Services website.

• You'll also demand the PIN (Personal Identification Number) created for you lot when y'all registered for the IRS e-Services website.

Applying for a Transmitter Command Lawmaking (TCC)

i. Open up Net Explorer 8 or higher.

2. Log in to the IRS e-Services website.

Utilize the user name and password from Step ane.

3. Navigate to the web folio titled ACA Information Return Application for TCC Credentials.

For more aid: See the section titled ACA Application for TCC Navigation in the ACA App Tutorial (https://world wide web.irs.gov/PUP/for_taxpros/software_developers/information_returns/aca_app_tutorial_online.pdf ).

4. Click Showtime to begin.

Follow the instructions on the screen to apply for a TCC. When you're done, the IRS will perform checks to validate the submitted information. Then, the IRS will assign a TCC and ship it to you.

Pace 3: Test Communication with AIR Arrangement

Check the communications link between Connect and the ACA AIR System to make sure you tin can send and receive information from the IRS. You only demand to perform this test one time.

Which channel does Connect employ to submit electronic filing? Caselle uses the UI channel for electronic filing. Caselle will use the UI channel to submit the communications examination.

Before you get started

• You'll need the user proper noun, password, and Pivot to log in to the IRS e-Services website.

• You'll also need the Transmitter Control Code (TCC).

• Last, if y'all haven't already installed it, you will need to install and set up the ACA Reporting module in Connect.

3A. Setting up ACA options in Payroll

1. Open Connect Payroll > W-2 and 1099 Reporting > Organisation.

2. Click to select the General tab.

Important! If you accept not used the West-2 and 1099 Reporting module to convert W-2s or 1099s, you'll need to enter the employer'due south information on the General tab.

System General Tab in Government Reporting

three. Click to select the Federal tab.

4. Enter the Federal ID Number.

Federal ID Number in Organization

5. Enter the ACA contact information.

Find the section titled Contact Information. Use this section to add the name and contact information for the person filling the office of ACA Contact.

Enter the name and telephone number for the ACA contact.

ACA Contact Information in Organization

Are you designated as an entity that can file ACA data for another governmental unit?

• No, we are not filing ACA information for another governmental unit. (This is unremarkably the case.) Practice not fill in the section titled Designated Governmental Entity.

• Aye, we are filing ACA information for another governmental unit. Make full in the section titled Designated Governmental Entity.

Designated Government Entity in System

Which certifications of eligibility apply to your organization?

Select the corresponding checkbox to show certifications of eligibility for Qualifying Offer Method, Qualifying Offer Method Transition Relief, Section 4980H Transaction Relief, 98% Offering Method. Come across www.irs.gov for additional data.

Certifications of Eligibility in Organisation

half dozen. Enter the Aggregated ALE Group information.

"Companies with a common owner or that are otherwise related under certain rules of section 414 of the Internal Acquirement Code are by and large combined and treated as a single employer for determining ALE condition" (world wide web.irs.gov). See IRS publication 6056 for more information.

Why practise I need to update employee data in Payroll? The changes that you make to employee data in the ACA Reporting module volition only be saved in the ACA Reporting module. Connect will not update the changes that you brand to the employee's record in the ACA Reporting module to the employee'due south tape in Payroll.

Is your employer office of an ALE Grouping?

• No, my employer is Non part of an ALE Group. Exercise not make full in the fields on the Aggregated ALE Grouping subtab.

• Yep, my employer is part of an ALE Group. Apply the options on the Aggregated ALE Group to add each employer who is part of the ALE Grouping to the Aggregated ALE Grouping list.

  

Add together a New Aggregated ALE Members button in System

The ACA contact information and default settings are fix. The next step is to review the ACA information on each employee record to make sure it's correct.

3B. Verifying ACA employees

one. Open Connect Payroll > W-2 and 1099 Reporting > ACA Employees.

2. Review the employee'due south information.

Check the ACA information on each employee'south record. Y'all need to make sure the ACA information is right and accurate. This is the data that will be transmitted to the IRS in the electronic file.

You should pay special attention to these fields:

• Origin of Policy

• SHOP Identifier

• Offering and Coverage

Is the employee information is complete and authentic?

• Yes, the employee data is consummate and accurate. Press Next (F3) to review the next employee tape.

• No, the employee information is not right. Use the class to enter the correct information. You'll need to update the employee'south data in Payroll to match the corrected information later. Press Next (F3) to review the side by side employee record.

When you're finished reviewing the ACA data on each employee, you're ready to create the communications test file.

3C. Creating the communications exam file

1. Open Connect Payroll > West-ii and 1099 Reporting > Create Electronic ACA File.

2. Enter the Tax Year.

This is the tax twelvemonth with the ACA information to file with the IRS.

iii. Enter the ACA Form.

For assistance selecting a class type, follow the instructions on the www.irs.gov website for employers.

4. Enter the File Path.

This is the drive and folder where you lot want to salvage the ACA electronic file.

5. Enter the ACA Transmitter Command Lawmaking (TCC).

This is the TCC the IRS sent to y'all. If you need a TCC, see Applying for a Transmitter Command Code (TCC).

vi. Select Test as the Transmission Type.

7. Select the Written report option.

Use this option to create the electronic ACA file, written report, or both the electronic ACA file and written report.

What do you want to exercise?

• I want to create the electronic ACA file BUT I don't want to print a written report. Use the Report menu to select No Report.

• I want to create the electronic ACA file AND impress the contents of the electronic ACA file as a report. Employ the Report menu to select Report.

• I desire to print the contents of the electronic ACA file; I don't want to create the electronic ACA file. Use the Report menu to select Written report Only.

eight. Set upwardly the checkbox titled Mark This as the Authoritative Transmittal.

Did y'all select an Certifications of Eligibility?

• Yeah, I selected Certifications of Eligibility (Qualifying Offer Method, Qualifying Offer Method Transition Relief, Department 4980H Transaction Relief, or 98% Offer Method). Click to select the checkbox titled Mark This equally the Administrative Transmittal.

• No, I did not select any Certifications of Eligibility. Practice non select the checkbox titled Mark This as the Authoritative Transmittal.

Did you set up an Aggregated ALE Group?

• Yes, I set up an Aggregated ALE Grouping and added grouping members. Click to select the checkbox titled Mark This as the Authoritative Transmittal.

• No, I did not set up an Aggregated ALE Grouping. Do not select the checkbox titled Mark This as the Administrative Transmittal.

9. Click Go (CTRL+One thousand).

Connect creates the electronic ACA test file and an error log if errors exist. The electronic ACA test file includes 2 parts: (1) the manifest file includes the employer and software information and (2) the asking file includes information for each reported employee.

What is AATS? AATS stands for Affordable Care Act Balls Testing System.

Is there an mistake log?

• Yeah, at that place'due south an mistake log. Fix the errors listed in the log file.  Use the log file (saved in the same directory as the electronic ACA test file) to locate errors in the electronic ACA test file. You tin use any text editor, NotePad, Word, etc., to open the .log file. And then return to 3A. Setting upwardly ACA options in Payroll to create a new ACA examination file.

Important! Do not proceed to the adjacent step until the electronic ACA test file is mistake costless. If you demand assistance fixing an mistake, call customer back up at (801) 243-8275.

Exercise you need aid fixing the errors listed in the .log file? Don't hesitate ask customer support for assistance at (800) 243-8275. The IRS generates the fault log and we tin assist you decipher them.

• No, there's no error log. Continue to 3D. Submitting a Communications Test File to the IRS.

3D. Submitting a communications test file to the IRS

1. Utilize Internet Explorer 8 or higher to navigate to https://www.irs.gov/for-Revenue enhancement-Pros/Software-Developers/Information-Returns/Affordable-Intendance-Deed-Information-Return-AIR-Program

2. Use the navigation card on the correct to notice the section titled UI Channel Link.

ACA Examination File in IRS AIR Website

3. Click the link titled AIR UI Aqueduct Login - AATS (Testing).

A confirmation dialog box displays.

4. Click Exit IRS Site to keep.

A login page displays.

5. Log in to the website.

Enter your user proper name and countersign.

This is the aforementioned user name and password that y'all use to log in to the IRS eastward-Services website.

Login in IRS AIR Website

Click Login.

The Select Organization page displays.

6. Select your system.

Select Arrangement page in IRS AIR Website

Choose the name of your arrangement.

This is the name of the organization that will submit the electronic ACA examination file to the IRS.

Click Submit Selected Organization.

The Select AATS Version page displays.

7. Select the AATS Version.

Cull AATS YYYY for the current year and and so click Submit Selected Version.

Example: AATS 2016

The Affordable Care Deed Information Returns page displays.

viii. Click Pick A - Upload ACA Forms.

The ACA Transmission File Upload page displays.

9. Set up the ACA Manual File Upload folio.

ACA Manual File Upload in IRS AIR Website

(A) Select the Manifest File.

Click Browse and then navigate to the manifest file. The manifest file is located in the same directory as the electronic ACA exam file. The file proper name will include "Manifest".

Manifest File in IRS AIR Website

(B) Select the Grade File.

Click Browse so navigate to the asking file. The request file is located in the aforementioned directory every bit the electronic ACA test file. The file name will include "Request".

Course File in IRS AIR Website

(C) Click Transmit.

Connect sends the ACA Transmission file to the IRS. You cannot abolish the transmission after yous click Transmit.

Transmission page in IRS AIR Website

The Transmission Confirmation page displays.

ten. Print the Manual Confirmation folio.

Why practise I need to print the Manual Confirmation page? Y'all will demand the transmission confirmation number and receipt ID in case you need to brainstorm the submission process again OR contact the IRS for assist.

Manual Confirmation page in IRS AIR Website

Important! Impress the Transmission Confirmation page for your records. You'll need the manual confirmation number to verify file submission. And you will need the Receipt ID when y'all contact the IRS for blessing.

11. Click the link titled Home.

DO NOT CLICK LOGOUT. If yous log out, you demand to log in to verify the status of the file submission.

Transmission Confirmation page in IRS AIR Website

The Affordable Care Deed Data Returns page displays.

12. Bank check the Transmission Status.

Click Choice B - Bank check Transmission Status.

The Manual Status Record page displays.

Enter your ACA Transmitter Control Code (TCC) number and the Receipt ID from the transmission confirmation folio (meet pace 10).

TCC and Receipt ID fields on Transmission Status Tape page

Click Find.

Search Options on Manual Status Tape page

The Transmission Status Details page displays.

How long volition it take the IRS to process my test file? You should allow approximately 30 minutes to process the test file. Organizations submitting larger files may require more than time.

13. Check the Manual Status Details.

Employ the Manual Status Details page to discover out if the transmission was accepted or rejected.

What is the status listed on the Transmission Status Details page?

• The transmission status is Rejected. Click Download to salvage the acknowledgement file to the Downloads folder. The fault file name begins with "ACK..." and may exist helpful to sympathise why the electronic ACA test file was rejected and what yous can do to fix it.

  

Rejected Transmission Status Error Codes

What is an Acknowledgment report? The Acknowledgment written report lists the errors found in the electronic ACA exam file that was sent to the IRS. If you need help, go to world wide web.irs.gov or contact Caselle back up at (800)243-8275 for assistance.

• The transmission condition is Accepted. First, click the link titled Contact U.s.a. and then write downward the phone number for the IRS Help Desk.

  

Contact U.s.a. link on Transmission Confirmation page

Before you telephone call the IRS Help Desk, gather this information:
- ACA TCC number,
- Your company name as information technology appears on the TCC application,
- Your proper name,
- Receipt ID.

Next, call the IRS to switch your TCC status from examination to product.

When you lot call the IRS, the automated Help Desk-bound operator will ask you which linguistic communication you lot prefer. And then, the Aid Desk-bound will ask you for a topic. Cull Option 3 for ACA file submissions.

You will demand to provide the Assist Desk-bound with the ACA TCC number, your company name is it appears on the TCC application, your name, and the receipt ID (meet the manual confirmation page that you printed in footstep 10).

The Help Desk will switch your TCC status to production.

Now, you're prepare to file the ACA electronically using AIR.

Step 4: Electronically Filing through AIR

Of import! Do not complete this pace until the electronic ACA test file is accepted AND the IRS Aid Desk has switched your TCC status to production.

Filing electronically through AIR

1. Use Net Explorer 8 or higher to navigate to www.irs.gov/for-Tax-Pros/Software-Developers/Data-Returns/Affordable-Care-Act-Data-Render-AIR-Program

ii. Use the navigation menu on the right to detect the department titled UI Channel Link.

UI Channel Link

3. Click the link titled AIR UI Channel Login - Production.

The link is located in the carte du jour on the correct, near the bottom of the page. You may need to roll downwards to notice it.

A confirmation dialog box displays.

4. Follow the instructions on the screen to submit the ACA file.

AIR will process each submission and provide a status written report with a detailed acknowledgment for the transmitter.

5. Retain a copy of information returns for at least three (3) years from the report due date.

You have filed the electronic ACA file with the IRS. You're done.

Troubleshooting

Why tin can't I use Google Chrome?

AIR recommends clearing the browser history and use IE8.

Why exercise I need to use Internet Explorer 8?

The IRS e-Services is not supported on other website browsers (Mozilla Firefox, Google Chrome, Apple Safari, etc.). Use the Search tool on the Windows Start screen to type in "Internet Explorer".

Updated 25Sep2017

Copyright © 2020 Caselle, Incorporated. All rights reserved.

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Source: https://www.caselle.com/help/cx_help_files/pr0/Government_Reporting/ACA/Submit_ACA/How_do_I_submit_electronic_ACA_files_to_the_IRS_.htm

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