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IRS Provides Due Date Extension for 2015 ACA Informational Reporting

IRS Notice 2016-4 extends the due dates for the 2015 ACA Benefits Information reporting requirements under I.R.C. §§ 6055 AND 6056 in an effort to provide employers more time to prepare and file the required reporting. No extension forms need be filed with the IRS. Review this notice with your legal team and make plans to determine when your organization will file your returns.

You can find more information about the due date change and read the notice on the IRS website. A link to this notice is also provided in KB 1681678 on Xtreme Support.

Infor will continue to provide all reporting functionality needed to meet the original filing dates.




Benefits Administration - Affordable Care Act Webinar

On December 12th and 18th 2015, Infor held webinars (same presentation) to provide a detailed overview of the Benefits Administration module enhancements that extend the Benefits module functionality to comply with Benefit Offer informational reporting required for the Affordable Care Act. You can access the recording and download the presentation from the Webinar section of this website. The recording and presentation are also available for download on the Xtreme Support portal in KB 1677458. Questions from these webinars are being consolidated and will be posted in KB 1652804.




Benefits and Affordable Care Act year-end release resources

Infor’s web-based resources can help your organization complete its benefits administration/ACA year-end process. This year, Infor plans to deliver the Benefits and ACA year-end release via Infor Xtreme Support using the Critical Notification process. Infor Human Resource Management, Benefits Administration supports both the employee reporting and employer electronic reporting (in XML format) related to the IRS 1094-C/1095-C and 1094-B/1095-B forms.

Infor expects to post information and training for the December benefits and ACA year-end release under ACA master Knowledgebase (KB) article 1650062. The ACA master KB article is being reformatted to create two sections: September 2015 data collection and measurement assessment; and December 2015 benefits/ACA year-end reporting, COBRA participants, retirees, and resources.
Please ensure that you first apply the September benefits/ACA release, or you will not have the data needed to perform the applicable December release reporting.


Resources


All online benefits and ACA year-end resources offered by Infor can be found on the Infor Xtreme Portal including:

  • Xtreme critical notifications to learn of the delivery of the Benefits/ACA release. If you have not subscribed to receive an email when critical notifications are posted to Infor Xtreme, go to your Infor Xtreme Profile, and at the bottom there is an email option; select the option to receive All Notices.
  • Xtreme Knowledge Base (KB) Articles can be found by using the Search tab on the Infor Xtreme Portal. Select Knowledge Base. In the Keyword, enter the ACA master KB number: 1650062
  • Xtreme Documentation for benefits administration (Search > Browse Documentation > Lawson > Lawson Applications > Human Capital Management Applications > select release number > User Guides) has been updated with the new Benefit/ACA enhancements. The application enhancements also include form and field help. 

Additionally, the Conversion Guides and File Layouts are also updated with the new benefits and ACA layouts (Search > Browse Documentation > Lawson > Lawson Applications > Human Capital Management Applications > select release number > Conversion Guides and File Layouts).

Xtreme Support: If you cannot locate the information you need within Xtreme Documentation or Knowledge Base, we encourage you to use the Xtreme Portal to submit an Incident to our Support Team.  During the year-end period, Xtreme Support will be staffed with certified benefit administration consultants and engineers to help provide you with a prompt response to your benefit and ACA data collection, measurement assessment, and year-end reporting questions.



Benefits and ACA year-end recommendations


  • If you haven’t already done so, be sure to apply for your IRS ACA TCC code. This code is required by the IRS for anyone providing electronic reporting to the IRS.
    Affordable Care Act Information Returns (AIR) Program
    e-Services Information
    ACA TCC tutorial
  • Make sure you have applied the September benefit and ACA release and that you have recreated the 2015 benefit offers—minimally the “best offer” record—required for ACA reporting. Make sure you also have a measurement assessment record for each employee and have either an enrollment or waived plan for each employee. If enrolled, be sure the enrollment also has the dependents associated with that enrollment identified and that you have either a social security number or birthdate for the spouse or dependent on file.
  • Apply and test the December benefit and ACA release as soon as possible to help reduce any potential for problems at this critical time of the year.
  • Don’t forget to include COBRA participants and retirees (and potentially resources too) in the file for ACA reporting. If you have organizations you’ve acquired but are not included in benefits administration, or if your organization uses an outside vendor for medical benefits, consider the resources option to help you include these individuals in your ACA reporting.
  • Output files for Employee Benefit ACA Reporting programs are created in CSV format. Formats for the 1095-C and 1095-B forms are available on Xtreme Support – see Benefit/ACA KB 1650062 for the most current versions. Work with your print partner for paper or online delivery of the Employee reporting which is due February 1, 2016.  If you do not have a print partner, contact your AE for assistance with using Infor’s print partners MHC or Lexmark. Both partners have been working with Infor in an effort to be prepared to support Infor customers.
  • Unless otherwise specified, CTPs can be loaded regardless of MSP level (e.g., 10.0.x, 9.0.1.x, and 9.0.0.x) or other CTPs currently installed on your system. 
  • No special environment release is required for the benefits and ACA release. Unless otherwise specified, available environment patches for all applicable releases can be installed in any order.
  • Don’t forget about catching up benefit offers for 2016 if you did not have the September benefit and ACA enhancements in place while you were going through open enrollment. Plan to perform this task soon after the 2015 Employee reporting is completed to help minimize impacts on 2016 ACA reporting preparations. 
  • In 2016, be sure to continually run the Benefit Measurement Assessment report (BN149) at least monthly to help capture the individuals that need to be offered benefits.







Webinar

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Benefits Administration – Affordable Care Act

This presentation provides a detailed overview of the enhancements made to the Benefits Administration module to comply with the Affordable Care Act Regulatory Requirements.

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Resources

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Q&A for Offers of Employer Health Coverage (Section 6056)

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Resources

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Q&A for Offers made by Self-Insured Employers (Section 6055)

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Resources

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Shared Responsibility for Employers Regarding Health Coverage

For the final regulations under section 4980H see T.D. 9655, 2014-9 I.R.B. 541

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Resources

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IRS ACA Electronic Reporting - AIR: Affordable Care Act Information Returns

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Resources

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Tutorial for Application for Transmitter Control Code (TCC)

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