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Microsoft Dynamics GP (Archived)

ACA tracking

Posted on by Microsoft Employee
  1. We have set up two additional codes:

  • 1095NE (for those who are not eligible for health insurance) – we will enter 1H (no offer of coverage) and 2B (not a full time employee)

  • 1095W (for those on a wait period until they are eligible for health insurance). These employees will be set up as 1H (not offered) and 2D (Employee in a section 4980H(b) limited non assessment period)

  • Once the employee become eligible, we will change their coverage to whatever code is appropriate in their case (FAMHTL or SNGHTH), and change them to 1E (employee and at least dependent(s) and spouse and 2C (employee enrolled in coverage offered)

     

    Our main question is related to the dates entered in GP to ensure the information is accurate.

    Let’s use an employee who potentially started working for us on January 15, and will be eligible to have health insurance coverage on March 1st. We want to make sure we are tracking both codes so that we don't have to make manual changes when it comes down to the reporting time.

    In this case, can you walk us through which dates we should use with both codes: 1095W and SNGHTH? (also, will one code overwrite the other?) The questions would most likely be: do we use the eligible date/beginning date as the actual date of coverage or go with the payroll schedule?

    Thanks!




*This post is locked for comments

  • Sherlene Sorenson Profile Picture
    Sherlene Sorenson 965 on at
    RE: ACA tracking

    Hi,

    If you are using the GP Features for the 1095C reporting (rather than Greenshades), the most important thing is to watch your GP System date when you save changes on the HR Enrollment window.  If you are using Greenshades, that is not looking at System Date, but the Effective Dates on the coverage.

    So in your example of employee starting on 1/15 and eligible for coverage on 3/1, if using the GP features, make sure your GP System date is in January (any date in the month of January will work) when you save the 1095W code for the employee.  Then when March comes along, you don't really need to touch the 1095W code, just be sure your GP System date is in March when you save the new code on the employee.

    Hope this helps!

  • Suggested answer
    Chris.Hadden Profile Picture
    Chris.Hadden 726 on at
    RE: ACA tracking

    The important thing to keep in mind is that 1095-C production in GP is triggered off of the GP system date, and not the HR eligible date. So in this example, the system date should be set to January 1, and then 1095NE be assigned to this employee. Next, you'll want to change the GP system date to February 1st and then assign 1095W to this employee (non-assessment should only be reported of employee was in non-assessment for the entire month). Finally, the system date should be changed to March 1st and SNGHTH should be assigned to the employee.

    don't forget to track if employee's waive the offered coverage. (unfortunately the 'waived' status in GP doesn't provide a huge amount of help with this since it still creates a payroll code, so be careful if using that method)

    Hope this helps.

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