The ACA Preview Report is a standard system report that contains the same information as Form 1095-C, presented in a condensed format. This report is valuable for quickly identifying individuals who will have a 1095-C form generated, along with the corresponding reasons.
To access the ACA Preview Report, please navigate to the "Reports" module and select "Company Reports." Locate the desired report and click on the green [Play] button to proceed.
This will open a new tab; here, you will see the filters for you to input the information desired for the system to build the report.
Filters:
- Year: Enter the year for which the report should be generated.
- Employee: Leave blank to include all employees.
- Show Details: When enabled, this option will display Employee History information, reflecting any changes to Employee ACA fields.
- Show All ACA Periods: Enable this option to display all ACA periods for each employee.
- Page Break by Employee: Enable this option to separate each employee onto their own page.
- Mask SSN: Enable this option to mask the employee's Social Security number.
After applying your filters, click on 'Build Report.' Once the report is generated, you may choose to click Download to save a copy as a PDF file.