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The information presented in these articles should not be construed as legal, accounting, or tax advice. 

Our employees are not accountants or lawyers and they do not provide accounting, tax, or legal advice.

You should consult with a professional advisor familiar with your particular factual situation for advice concerning specific accounting, tax, or legal matters before making any decisions.

Set Up Medical Plans

This video will guide you through the basics of setting up a medical plan, including indicating if it’s a self-insured plan and assigning a 1095-C code.

It will go over the first two tabs on the Medical Plan Setup window.

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Set Up Categories: Lookback

This video will guide you through setting up an ACA Employee Category for the ‘Lookback’ method.

A category informs the program of the specific choices your company has selected from the available options under the ACA law to measure the employees’ hours of service.

This is to determine eligibility for health insurance benefits.

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Set Up Categories: Monthly

This video will guide you through setting up an ACA Employee Category for the ‘Monthly’ method.

A category informs the program of the specific choices your company has selected from the available options under the ACA law to measure the employees’ hours of service.

This is to determine eligibility for health insurance benefits.

Read More »

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