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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.

1095-C Reports

This video will go step-by-step through the 1095-C Reports window. Remember, this video is here to inform you how to use the program options, not to tell you which options you should select.

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ACA Process: 2023 Webinar

This webinar walks through the steps to generate 1095-Cs, 1094-Cs, and electronic ACA files, whether you are using the Monthly Method or the Look-back Method.

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Hour Eligibility Report

This video reviews how to run and read the Hour Eligibility Report. The Hour Eligibility Report helps you determine which employees are full-time and are due an offer of coverage. There are different methods of running the report depending on your setup. In this video example, we will assume the company makes an offer of coverage at the time hired and uses pre-enrollments.

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Entering Health Insurance Records

This video reviews the different types of health insurance benefit records you can enter. It provides step-by-step instructions on how to enter a decline, pre-enrollment, application-not returned, and coverage record (including adding dependents).

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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.

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HR Section 6

HR Section 6: CA Pay Data / Reports Payroll Employee Report Labor Contractor Employee Report

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HR Section 5

HR Section 5: Retirement Plans #1 Retirement Plan CalSavers #2 CalSavers Census Export #3 CalSavers

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HR Section 4

HR Section 4: HR Employee Entry Entering Injuries Selection Table Entry Safety Meeting Records

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