Correction Process for eFilers

To download and review your Accepted with Errors information from the IRS:

1. From the eFiling and Form Statuses page, select one or more ALEs that have the Accepted with Errors status.
2. Select Request Federal Error Data. You will receive an email when the request is completed. The email contains a password required to open the file.
   
3. When the request is completed, select the Completed link. The completed link takes you to the File Transfers page.
4. From the File Transfer page, locate and select the error file link to download the file.
5. To open the file, use the password provided in the email. The subject of the email will display the file name. If you requested multiple ALE error files, you will receive a separate email and password for each ALE.
   

Administrators can correct data for previously filed returns by initiating the correction process.

1. From the eFiling and Form Statuses page, check the ALE Name box.
   
2. Select Start Correction. An information message appears.
   
3. Select Start Correction. The ALE appears on the Generate and Review page with Corrected in the Version column to note that it is in the correction process. Additionally, Forms 1095-C are enabled for edits on the Offer of Coverage page.

Create additional Forms 1095-C for employees or non-employees (not included in the original IRS filing) from the Offer of Coverage page or with the import templates. The ALE must be regenerated and finalized

1. From the Offer of Coverage page, select the reporting year.
2. Select Edit. A warning message appears.
   
3. Select Continue.
4. Uncheck the box, This Employee Should Not Receive a 1095-C, if the employee must receive a Form 1095-C.
5. Edit Form 1095-C, Parts I, II, or III by either making edits directly on the page or using the Import Templates option.
   Note

   Refer to the Form 1095-C Reporting and Report Templates Guide for more information about importing Form 1095-C data.

Modify Form 1095-C for employees or non-employees (who were included in the original IRS filing) from the Offer of Coverage page or with the import templates to correct IRS reported errors.

1. From the Offer of Coverage page, select the reporting year.
2. Select Edit. A warning message appears.
   
3. Select Continue. The Corrected box is checked automatically.
4. Edit Form 1095-C, Parts I, II, or III by either editing the Offer of Coverage page or using the Import Templates option.
   Note

   Refer to the Form 1095-C Reporting and Report Templates Guide for more information about importing Form 1095-C data.

   Important

   To correct an employee’s date of birth, name, address, or Social Security Number:

   1. Edit the applicable field on the employee’s record.

   2. Select Edit on the employee's Offer of Coverage page to create the corrected Form 1095-C.

   3. If no other edits are needed, select Save without making any additional changes. When the forms are regenerated, the updated employee information is included in the corrected Form 1095-C.

   To correct the covered individual information, you must update Part III on the Offer of Coverage page for the information to be included in the corrected Form 1095-C. Also remember to complete modifications on the other pages of the employee's record to ensure accurate data moving forward.

Follow the steps outlined to correct Form 1094-C.

1. From the Generate and Review Forms page, select the 1094-C link. The 1094-C page appears.
2. Select Edit.
3. Select Continue. The Corrected box is checked automatically.
   
4. Make your changes to Parts I, II, and III.
   Note

   If you are a Self-Filing customer, enter the USID for the corrected Form 1094-C in the USID field. If you engaged UKG's ACA Filing Services, this information is not needed and the field does not display on this page.

5. Select Save.
   Note

   If the correction was made in error, you can select the Cancel Corrected 1094-C button.

Once data corrections have been saved, generate corrected and additional forms from the Generate and Review Forms page.

1. From the Generate and Review Forms page, check the box next to the desired ALE Name.
2. Select Generate. The system creates and validates the Forms 1095-C for only those employees that have corrections or additions.
3. Select Refresh to update the ALE status. Once generation is complete, the Total 1095-C's column displays the total number of generated corrected and additional Forms 1095-C.
4. Select the Total 1095-C's link to verify the employee and non-employee Forms 1095-C generated.
   Note

   If you are a self-filer, you must select the Total 1095-C's link to enter the URID or USID for each corrected or additional Form 1095-C. If you engaged UKG's ACA Filing Services, this information is not needed.

   

   If changes are needed, you can edit the employee's Offer of Coverage page or use the import templates. Generate the forms again once changes are completed.

During the Correction process, you can cancel additional or corrected Forms 1095-C if they are no longer needed.

1. From the Generated 1095-C Summary page, check the box next to the employee’s name.
2. Select Cancel. A warning appears.
3. Select Submit. UKG Pro reverts all form data for that employee back to the originally filed data. The employee’s name no longer appears on the Generated 1095-C Summary page.
4. Close the window.
5. Generate the corrected Forms 1095-C again to update the Form 1094-C information.

When all corrections/additions are complete, you must finalize and e-sign the corrections for the Applicable Large Employer (ALE) from the Finalize 1094-C page.

1. From the Finalize 1094-C page, select the ALE name to finalize.
   
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 your name and job title.
6. Select Finalize and E-Sign.
   The In Progress message appears. Finalized corrected or additional Forms 1095-C can be printed and/or distributed via the Distribute and Download Forms page (Menu > Administration > Reporting > ACA Manager > Generate and Finalize > select Continue from the Download and Distribute section).

After you have finalized either the original or corrected version of an ALE, you must approve the forms for eFiling. After forms are approved, ACA Employer Services will file the forms on your behalf.

1. From the eFiling and Form Statuses page, check the box next to the desired ALE name.
2. Select Approve for eFile. The status initially updates to Pending while the file is queued for submission. Once the file is successfully queued for federal filing, the status changes to Submitted for eFiling. For a description of each eFiling status, refer to the Monitor eFiling Status Guide.
   
3. Monitor this page to see an update to the status of your filing.
   Important

   To access the Approve for eFile button, Web Access Rights must be granted to the Filing and History page and the Approve for eFile button.