Pre-Filing Corrections

Pre-Filing Correction

It is recommended that you allocate time for a final review of the original, printable 1095-C PDF file with key stakeholders. By completing a final review, you can avoid errors in ACA reporting data and minimize the number of ALEs that must undergo a corrections cycle with the IRS.

Applicable large employer (ALE) members can follow the pre-filing correction process to correct employee data and re-print revised Forms 1095-C only for:

  • Original files that have not been transmitted electronically to the Internal Revenue Service (IRS)
Note

A separate post-filing correction process must be initiated in UltiPro for original files previously transmitted electronically to the IRS that must be refiled. For more information, refer to the Correction Process for Self-Filers Guide.

Use the pre-filing correction process to correct data on the individual employee's Offer of Coverage page.

  1. Unlock the ALE to correct finalized forms.
  2. Correct the data using the Offer of Coverage page.
  3. Re-finalize and E-Sign the ALE.
  4. Re-enable online access.
  5. Download and print the revised Forms 1095-C and distribute to employees, as needed.

Unlock the ALE

When data needs to be corrected after the ALE has been finalized, but before the forms have been filed and accepted by the IRS, unlock the ALE.

Navigation:Menu > Reporting > PPACA > Generate and Finalize

  1. From the Generate and Finalize section, select Continue.
  2. Select the ALE.
  3. From the Finalize and E-Sign section of the 1094-C page, select the Unlock ALE button.

    A warning message appears.

  4. Continue to the next step in the process: Correct Data using the Offer of Coverage Page.

Correct Data using the Offer of Coverage Page

ACA administrators can make corrections manually by updating individual employees' Offer of Coverage page.

NAVIGATION: Navigation:Menu > Administration > Employee Admin > My Employees > select employee > Benefits > Offer of Coverage

  1. From the Offer of Coverage page, select the year.
  2. Select Edit.
  3. Enter data changes by editing Parts II, or III.
  4. Select Save.
  5. Continue to the next step in the process: Finalize and E-Sign the ALE.

Finalize and E-Sign the ALE

Once the data has been corrected, ACA administrators must finalize the ALE once again.

NAVIGATION: Navigation:Menu > Administration > Reporting > PPACA > Generate and Finalize > Finalize 1094-C > Continue

  1. From the Finalize 1094-C page, select the applicable ALE name, which is in a Ready To Finalize status.

    Form 1094-C appears.

  2. Select Edit.
  3. Review the 1094-C page and revise Parts I, II, III, and IV, as needed.
  4. In the Finalize and E-Sign section, check the I Agree (acknowledgment) box.
  5. Enter the Employee Name, which represents the electronic signature for approving the form.
  6. Enter the Job Title of the employee who is e-signing the form.
  7. Enter the Date on which the document was finalized.
  8. Select Finalize and E-Sign.
  9. Continue to the next step in the process: Re-Enable Online Access.

Re-Enable Online Access

Once the data has been re-finalized, ACA administrators must re-enable online access to Forms 1095-C.

NAVIGATION: Navigation:Menu > Reporting > PPACA > Generate and Finalize > Distribute and Download > Continue

  1. Check the box next to the ALE Name or Select All.
  2. Select Enable Online Access.

    Complete this step even if the Enabled status is already set to Yes.

  3. Continue to the next step: Download and Print Revised Copies of Forms 1095-C.

Download and Print Revised Copies of Form 1095-C for Internal Distribution

Once online access has been re-enabled, ACA administrators can download and print revised copies of Forms 1095-C for internal distribution.

NAVIGATION: Navigation:Menu > Administration > Employee Admin > My Employees > select employee > Benefits > 1095-C

  1. Select the 1095-C link.
  2. Select Print to print Form 1095-C for internal distribution to the employee.

    When you complete the pre-filing correction process and print the form, the Corrected check box is not selected on the form. The Corrected check box is only selected as part of a separate post-filing correction process. For details, refer to the Correction Process for Self-Filers Guide.

© UKG Inc. All rights reserved. For a full list of UKG trademarks, visit www.ukg.com/trademarks. All other trademarks, if any, are the property of their respective owners. No part of this document or its content may be reproduced in any form or by any means or stored in a database or retrieval system without the prior written authorization of UKG Inc. (“UKG”). Information in this document is subject to change without notice. The document and its content are confidential information of UKG and may not be disseminated to any third party. Nothing herein constitutes legal advice, tax advice, or any other advice. All legal or tax questions or concerns should be directed to your legal counsel or tax consultant.

Liability/Disclaimer

UKG makes no representation or warranties with respect to the accuracy or completeness of the document or its content and specifically disclaims any responsibility or representation for other vendors’ software. The terms and conditions of your agreement with us regarding the software or services provided by us, which is the subject of the documentation contained herein, govern this document or content. All company, organization, person, and event references are fictional. Any resemblance to actual companies, organizations, persons, and events is entirely coincidental.

Links to Other Materials: The linked sites and embedded links are not under the control of UKG. We reserve the right to terminate any link or linking program at any time. UKG does not endorse companies or products to which it links. If you decide to access any of the third-party sites linked to the site, you do so entirely at your own risk.