All reports for ACA Compliance Solution reporting are generated from the ACA Reports window.

Reports are separated into categories as listed below. Once the categories is selected a drop-down list
for Report Name will be displayed allowing you to select which report you want to run. As soon as a
selection is made, more fields will be displayed representing the applicable report parameters which
will need to be completed. The reports in the list are categorized as follows:

Eligibility

• Full Time Employee and Equivalents
• Initial Measurement Period Analysis
• Stability Measurement Period Analysis
• Standard Measurement Period Analysis

Employee

• Employee Monthly hours Breakdown
• ACA Full-Time Employee Health Care Coverage Report
• ACA Full-Time Employee without Health Care Coverage Report

IRS Forms

• 1095-C
• 1095-C-Envelope
• 1094-C
• 1095-C Instructions
• 1095-C Dependent Edit Report
• 1095-C Coverage Edit Report

Eligibility and Employee forms may be viewed, printed and/or exported to Excel. IRS Forms are created
and automatically downloaded to be viewed, printed or exported.

Eligibility Reports

Standard Measurement Period Analysis Report

Used to determine number of hours worked and whether the employee is eligible for coverage
(Worked total of 130 hours per month)

This report will analyze a standard measurement period and set the cutoff date to the end of the
period. If you change the cutoff date, the system will analyze the PIECE of the standard measurement
period defined by the date. This will result in the system reporting on the eligibility as of that date. If
you are analyzing a period which is not yet over then the report behave the same way. This report will
provide you with analysis as of the latest information available.

Report Options:

• Include ACA Full-Time Status: Include employees on the report whose ACA Status is ACA
  Full-Time
• Show only ACA Eligible: Show only employees who are eligible for coverage
• Include SSN: Determines whether the Employee SSNs are displayed on the Report.

Initial Measurement Period Analysis Report

The Initial Measurement Period Analysis Report will provide you with an eligibility analysis of your
initial measurement period. This report should be used to identify which employees have reached fulltime eligibility after completing the initial measurement period. Please note that the report cutoff date dictates whether certain employees will shows as having their periods expiring during the month (yellow) or already expired as of the cutoff date (red).

Report Options:

• Show only ACA Eligible: Shows only employees who are eligible for coverage
• Show only Period Expiring During Cut Off Month: Shows only employees whose initial
  measurement period is expiring within 30 days of the report cut-off date.
• Include SSN: Determines whether the Employee SSNs are displayed on the Report.

Full-Time Employee and Equivalents report

This report calculates the number of full time and full time equivalent employees in your system during
each given month in the year. It also calculates total hours.

Stability Measurement Period Analysis Report

Used to Determine which employees are currently eligible for coverage in an existing Stability Period,
and which employees are trending towards eligibility in current measurement periods. The report
allows you to see WHETHER and WHY a given employee is in a stability period as of the cutoff date
specified. Each column for Current and Future indicates what period is covering the employee, and
when that eligibility should expire or begin.

• This report relies heavily on the ACA information Assignments grid.
  • The Cut-Off Date year will be used to map employees to SMPs setup in this grid
  • All All All records will be considered if no year is specified. All All All records are defined
    as a record on the ACA Information Assignments page that have “All” defined in the
    first 6 fields, shown below.

Employee Reports

Employee Monthly Hours Breakdown Report

Used to display calculated number of hours worked for each month of the selected year with
corresponding employment type, department and company ID. Due to its width the report is set for
landscape format by default. Take care when attempting portrait printing.

Full-Time Employees Missing Coverage Report

The main purpose of this report is to convey which eligible employees are currently missing coverage.
It also conveys the length of time that has elapsed since that eligibility was achieved.

Export to Excel for Advanced Sorting

To download for Excel sorting, click “Excel Worksheet”

Delete the Summary Analysis (if the summary is on the report)

Highlight the column header row and click “Sort & Filter”, then click “Filter”

Click on the column you would like to filter and sort.

IRS Forms

These IRS forms will populate after doing the Year End Close in Utilities.

All IRS Form reports will automatically download into the list at the bottom of the page. When the
report is in “pending” the reports is in the process of being generated. If a report is in “Error,” you may
place the mouse pointer over the red “x” to view the error. This error may be sent to
support@integrity-data.com if you cannot resolve the issue. Reports that are ready to view will be light
blue in color and allow you to click and open the report. In order to delete a report, click on the trash
can and the report will be deleted.

1095 -C

Provides the IRS 1095-C report for the selected range of employees. The following report parameters
can be defined:

• Starting Employee ID: if all employees are printed, enter the first employee id
• Ending Employee ID: if all employees are printed, enter the last employee id
• Year: reporting year
• Company
• Order Records by: This dictates 1095-C order of printing. It defaults to last name, first name
  but you can choose 3 other ways to print these forms.
• Mask SSN: hide the employee’s full social security number on the 1095-C
• Print Employees Opted in to Email 1095-C: print forms even if the employee is enrolled in
  emailing 1095-C. Note: If you have employees who are opted in to receive their 1095-Cs by
  email this must be checked to include them in the report
• Include Instructions: include instructions for the reporting year
• Set Last Printed to: automatically enters the date the forms are printed. This is for your
  records so duplicate 1095-C printing is prevented