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Tax E-File

Electronically File Your ACA Forms

If you use Payroll, you can electronically file a copy of your Affordable Care Act forms to the IRS.

View the relevant procedure based on whether you use Form 1095-B or Form 1095-C. If you don't know which form you need to use, see Affordable Care Act.

For further details on these, see Instructions for Forms 1094-B and 1095-B or Instructions for Forms 1094-C and 1095-C on the IRS website.

Electronically File the 1095-B

Before you can do this, make sure you have set up an account.

  1. On the Transactions tab, click End of Period > Tax E-File.
  2. On the PDS Tax E-File Forms tab, click 1095-B E-File (Affordable Care Act).
  3. Proceed through the report wizard, and select printer options and listing layout.
  4. On the Options and Additional Information window, enter the contact information of the person at your parish who can answer any tax-related questions or questions about employee health care coverage.
  5. For Identifying Origin of the Policy, select which type of coverage program or plan you use.
  6. If your parish provides health care coverage to employees, select the checkbox. Otherwise, if coverage is issued by another provider, clear the checkbox and enter the information for the issuer or coverage provider, including the nine-digit employer identification number (EIN).
  7. Click Preview, then print the form for your records. Click Close.
  8. If any issues are detected, a message displays. Correct these before continuing.
  9. Once you exit the report wizard, you can continue the e-filing process. To continue, click Yes. A webpage loads in your Internet browser.
  10. By default, the forms are selected for e-filing. If you do not want to file for a particular employee at this time, clear the checkbox.
  11. On the left, select your service options. To learn more about each option, click the question mark icon. Click Next.
  12. If any employee email addresses are missing, you're prompted to enter them. Click Next.
  13. You can preview the forms in a PDF file or view a detailed report in a CSV file. Do this to double-check information. When you're ready to file, click Next.
  14. Enter your payment information. If you need to e-file multiple forms, you can wait until all items are in your cart before paying.
    Note: At any point, in Ledger/Payroll, click Launch the PDS Tax E-File Dashboard on the General Information tab to view forms you started but haven't submitted to the IRS.
  15. Click Next.
  16. Select to accept the terms, and click Confirm & Submit.

Once you confirm and submit your payment information, the form is e-filed with the IRS.

Electronically File the 1095-C

Before you can do this, make sure you have set up an account.

  1. On the Transactions tab, click End of Period > Tax E-File.
  2. On the PDS Tax E-File Forms tab, click 1095-C E-File (Affordable Care Act).
  3. Proceed through the report wizard, and select printer options and listing layout.
  4. On the Options and Additional Information window, enter the contact information of the person at your parish who can answer any tax-related questions or questions about employee health care coverage.
  5. Select whether this is the authoritative transmittal for this ALE Member.
    Note: This correlates to Line 19 of Form 1094-C. If you select this option, you must complete Part III. Otherwise, you don't need to complete Part II or III.
  6. If applicable, enter information for Part II.
    • Total number of Forms 1095-C filed by and/or on behalf of an ALE Member—Number of all Forms 1095-C that are filed with this transmittal. If you leave this blank, the total number of 1095-C filed is used. If you're filing as an Aggregated ALE Group and you're the parent of this group, your count must include those other forms filed by all of your children. You must manually enter the names and EIN's of your ALE Members on Part IV, Lines 36 - 65 after you print the form.
    • Is ALE Member a member of an Aggregated ALE Group?—This correlates to Line 21 of Form 1094-C. Select Yes if you were a member of an Aggregated ALE Group during any month of the calendar year, then select the months you were a member. If you select No, you don't need to enter information for Part III.
    • Certifications of Eligibility—Correlates to Line 22 of Form 1094-C. Select all of your certifications of eligibility. If you select C, select your range of employees. If you select D, you don't need to complete section (b) on the next window.
  7. Click Next.
  8. If applicable, enter information for Part III.
    • (a) Was minimum essential coverage offered?—If minimum essential coverage was offered, select which months you offered.
    • (c) Total Employee Count for ALE Member (Date for Calculation)—Select a day of the month to determine the number of employees per month.
    • (b) Full-Time Employee Count for ALE Member—Number of full-time employees for each month. Click Calculate ALE Counts to calculate the Full-Time Employee and Total Employee counts, determined by paychecks. This only includes non-contract employees who were employed during the year, determined by the hire date and termination date (or lack thereof).
    • (c) Total Employee Count for ALE Member—Total number of all employees per month (based on the Date for Calculation), including full-time and non-full-time.
  9. Click Preview, then print the form for your records. Click Close.
  10. If any issues are detected, a message displays. Correct these before continuing.
  11. Once you exit the report wizard, you can continue the e-filing process. To continue, click Yes. A webpage loads in your Internet browser.
  12. By default, the forms are selected for e-filing. If you do not want to file for a particular employee at this time, clear the checkbox.
  13. On the left, select your service options. To learn more about each option, click the question mark icon. Click Next.
  14. If any employee email addresses are missing, you're prompted to enter them. Click Next.
  15. You can preview the forms in a PDF file or view a detailed report in a CSV file. Do this to double-check information. When you're ready to file, click Next.
  16. Enter your payment information. If you need to e-file multiple forms, you can wait until all items are in your cart before paying.
    Note: At any point, in Ledger/Payroll, click Launch the PDS Tax E-File Dashboard on the General Information tab to view forms you started but haven't submitted to the IRS.
  17. Click Next.
  18. Select to accept the terms, and click Confirm & Submit.

Once you confirm and submit your payment information, the form is e-filed with the IRS.

Ledger_Payroll

Last updated: November 4, 2024