I have a client using Evolve Management (reseller in WI) to help with ACA reporting. Depending on the number of forms, it may be worth a phone call to them


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Jeff Schwenk
Owner
Bottomline Software, Inc.
Waynesboro VA
(540) 221-4444
Improving bottom lines for over 25 years!
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Original Message:
Sent: 03-17-2026 13:19
From: Beth Bowers
Subject: Payroll ACA Reporting Setup Process
Excellent slide, @Sue Bennett
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Beth Bowers
Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
(269) 358-0989
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Original Message:
Sent: 03-17-2026 12:25
From: Sue Bennett
Subject: Payroll ACA Reporting Setup Process
Adding to Beth's comments, make sure you fill out the "Plan Start Month" as that's one of the common mistakes that is made in our client base. Our clients' largest questions come from what codes to put into the Offer of Coverage and the Applicable Section for Safe Harbor. I typically point clients back to their insurance carrier to answer those questions, but I also send out this slide which helps with the codes to use for both the Offer as well as the Safe Harbor.

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Sue Bennett
Jack of All Trades, Master of 1
Bennett/Porter & Associates, Inc.
Original Message:
Sent: 03-17-2026 12:06
From: Beth Bowers
Subject: Payroll ACA Reporting Setup Process
ACA is time-consuming. There are imports from Sage available, but creating the format they want is also time-consuming. It would be glorious if they had a "Copy from Prior Year" option for setting up the employee files each year.... But you didn't ask about all that. :-)
You have to setup ACA Employee Maintenance for each employee, ACA Employer Maintenance (and I'll tell you right now to save the year, then pull it back up and change the option re 1095 B or C to whatever it's NOT, save it again, then put it back to what it should be and save again - just trust me), and you need to run the Large report and update it to give you the number of FT employees needed in the Employer file. Point them somewhere else when they ask what options they should pick for the employees Offer of Coverage, etc. Hopefully they already know the data needed and they're just looking for an easier way to get it together.
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Beth Bowers
Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
(269) 358-0989