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Prepare forms 1094-C and 1095-C

Import 1095-C information

Follow these steps to import 1095-C information into Accounting CS.
note
The imported 1095-C information will replace any existing 1095-C information in Accounting CS for the client.

Select the source file

important
  • Close the spreadsheet during the import process.
  • Make sure that the spreadsheet isn't password-protected.
  1. Select
    File
    ,
    Import
    , then
    Spreadsheet
    .
  2. Select the client in the
    Client name
     field.
  3. Select
    1095-C
     from the
    Data type
     dropdown.
  4. Select
    Browse
     in the Import File section. Go to the spreadsheet file you want to import.
  5. Select the worksheet within the spreadsheet file you want to import.
  6. Select the current or previous year data to import in the Data Year section.
  7. Select
    Next
    .

Map spreadsheet columns

Follow these steps to map the spreadsheet columns to specific data fields in Accounting CS.
  1. If you're using a 1095-C Import Template spreadsheet, select
    Sample 1095-C
     from the
    Template
     dropdown. Select
    Next
     and continue with step 5.
  2. Mark the
    Omit row
     checkbox for any rows that you don't want to import.
  3. Select a column heading, then the item you want to map from the
    Column <x>
     dropdown. Repeat this for each column.
    Mapping item
    Additional info
    Additional info 2
    Required?
    Employee ID
    N/A
    N/A
    Either Employee ID or Last Name and SSN must be mapped.
    First Name
    N/A
    N/A
    N/A
    Middle Name
    N/A
    N/A
    N/A
    Last Name
    N/A
    N/A
    Either Employee ID or Last Name and SSN must be mapped.
    Suffix
    N/A
    N/A
    N/A
    SSN/EIN
    N/A
    N/A
    Either Employee ID or Last Name and SSN must be mapped.
    Part II: Employee Offer and Coverage
    Box 14: Offer of Coverage Code
    <Month> or All 12 Months
    N/A
    Part II: Employee Offer and Coverage
    Box 15: Employee Share of Lowest Cost Monthly Premium
    <Month> or All 12 Months
    N/A
    Part II: Employee Offer and Coverage
    Box 16: Applicable Section 4980H Safe Harbor Code
    <Month> or All 12 Months
    N/A
    Part III: Covered Individuals
    Covered Individual First Name
    N/A
    N/A
    Part III: Covered Individuals
    Covered Individual Last Name
    N/A
    N/A
    Part III: Covered Individuals
    Covered Individual Suffix
    N/A
    N/A
    Part III: Covered Individuals
    Covered Individual SSN
    N/A
    N/A
    Part III: Covered Individuals
    Covered Individual DOB
    N/A
    N/A
    Part III: Covered Individuals
    Employer Provided Self Insured Coverage Indicator
    N/A
    N/A
    Part III: Covered Individuals
    Covered Individual Months
    <Month> or All 12 Months
    N/A
  4. Select
    Next
     when you're finished mapping the data.
  5. The application validates the spreadsheet data and highlights any invalid items. If necessary, correct the data. Select
    Next
    .
note
The Electronic Statement Consent Indicator column, the Employee Detail Indicator column, and the Address column are included only for reference for the spreadsheet preparer. Leaving these columns blank and unmapped won't impact the import or export of the spreadsheet.

Review import diagnostics

After the import process is complete, review the Import Diagnostics screen for any exceptions. Select
Print
 to print a list of the import diagnostics.
After reviewing the import diagnostics, select
Finish
 to close the Spreadsheet Import Wizard.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll tax forms,Import

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