Procedure Outline for the Affordable Care Act in 2025.
⚠️ Permissions
Navigate to :Accounting > Maintenance > Employee > Permissions tab.
CREATE, READ and UPDATE permissions for Payroll > Reports > Year End > ACA > ACA Information Return.
Maintenance of the Employee Payroll Records Company-wide
Navigate to: Payroll > Maintenance > Company Information.
- Select a Company from the grid.
- Click the ACA Setup tab.
- Edit all sub-tabs as needed.
- Clicking the [Update Employee Records] button applies the information to all Payroll employee records at once.
- Clicking the [Update Last Year] button updates the previous year ACA information with the data currently defined in the company ACA Setup tab. You will find this button on all three pages of the ACA Setup tab and all three serve the same function.
- You will be prompted to confirm that you want to overwrite last years data.
- Click [OK] to confirm.
Maintenance of the Individual Employee Payroll Records
Navigate to: Payroll > Maintenance > Employee Information.
- For each Payroll Employee Record that deviates from the Company Information:
-
- Search and select the Employee record.
- Click the ACA Setup tab.
- Edit all sub-tabs as needed.
Each tab and sub-tab must be updated independently. Click the [Update Last Year] button on each sub-tab where changes have been made.
The employee’s Name, Address and Social Security Number as defined on the Employee record’s Basic tab in the current year are used for the ACA forms.
Marking the Do Not Include this Employee In ACA Information Returns checkbox, will exclude that employee from the ACA submittal.
