[PR] ACA Checklist

Use this checklist to prepare and process ACA reporting (Forms 1094-C & 1095-C) using Vista Payroll and Aatrix. All ACA filings are completed using Aatrix.

Step 1: Review PR Earning Codes

• Navigate to PR Earning Codes.

• Ensure the box "Track Hours for ACA" is checked for each earning code that should be included in ACA hour calculations.

Step 2: PR ACA Process Setup

A. Info Tab

• Go to PR ACA Process form.

• In the Info tab, enter the applicable Tax Year.

• This creates the base ALE Member information (1094-C header).

B. ALE Member Info – Monthly Tab

• Review and complete the following monthly information:

  • MEC Offer Indicator

  • Full-time employee count

  • Total employee count

  • Section 4980H Transition Relief, if applicable

C. ALE Group Members Tab

• If applicable, review or enter:

  • Member company EIN

  • Company name

  • Rank for ALE group members

Step 3: Load Employees into the ACA Process Form

Initialize Employees

• Navigate to Tasks > Initialize ACA.

• This will populate the Employees tab with data from PR Employees.

Step 4: Initialize Employee Records

In PR ACA Initialize:

• Select "Initialize from Payroll" If offering the same coverage to all employees:
  Note: This method does not pull in dependent information.
  Use the 1095-C (All 12 Months) section to apply codes to all employees at once.

• To add/edit individual records:

  • Double-click the employee record in the Employees tab.

  • Enter or update offer of coverage and contribution amounts.

  • Ensure all 12 months have complete entries.

Step 5: Launch Aatrix for Filing

Final Filing Process:

1. Go to Tasks > Launch Aatrix Print and eFile.

2. Enter the Tax Year and select the form type (1094/1095).

3. Follow on-screen prompts to complete and submit forms to the IRS and provide 1095-C copies to employees.