aca-1095 reporting helpbutton and paste the "what's new" contents into ms notepad, ms...

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ACA-1095 Reporting Help

3Contents

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Table of Contents

Foreword 0

Part I Introduction 6

................................................................................................................................... 61 Overview

................................................................................................................................... 62 Welcome Screen

................................................................................................................................... 63 What's New

................................................................................................................................... 74 Home Screen

.......................................................................................................................................................... 7Toolbar

......................................................................................................................................................... 8File Manager (Multi-Client Only)

......................................................................................................................................................... 9Open (Multi-Client Only)

......................................................................................................................................................... 9New (Multi-Client Only)

......................................................................................................................................................... 9Client Info

......................................................................................................................................................... 9Defaults

......................................................................................................................................................... 9Employees

......................................................................................................................................................... 10Reports

......................................................................................................................................................... 10e-File Button

......................................................................................................................................................... 12Validation

......................................................................................................................................................... 12Status

......................................................................................................................................................... 12Backup

......................................................................................................................................................... 12Restore

......................................................................................................................................................... 12Reset

......................................................................................................................................................... 13Update

......................................................................................................................................................... 13Help

......................................................................................................................................................... 13Exit

Part II File Manager (Multi-Client Only) 14

................................................................................................................................... 141 Opening a File

................................................................................................................................... 142 Adding Files

................................................................................................................................... 143 Removing Files

................................................................................................................................... 154 Managing Folders

................................................................................................................................... 155 Refreshing the File List

................................................................................................................................... 156 AutoFit

................................................................................................................................... 157 Locating Data Files

................................................................................................................................... 158 Save As (Duplicating a File)

................................................................................................................................... 159 Renaming a File

................................................................................................................................... 1610 Show File Location

................................................................................................................................... 1611 Emailing a File

................................................................................................................................... 1612 Printing the File List

Part III File Menu 17

................................................................................................................................... 171 File Manager (Multi-Client Only)

................................................................................................................................... 172 New (Multi-Client Only)

ACA-1095 Reporting Help4


................................................................................................................................... 183 Open (Multi-Client Only)

................................................................................................................................... 184 Open Recent (Multi-Client Only)

................................................................................................................................... 185 Save As... (Multi-Client Only)

................................................................................................................................... 186 Client Information

................................................................................................................................... 197 Employees

................................................................................................................................... 218 Employers (Multi-Client Only)

................................................................................................................................... 229 Defaults

................................................................................................................................... 2210 Backup

................................................................................................................................... 2211 Restore

................................................................................................................................... 2212 Import Data

................................................................................................................................... 2313 Version Transfer (Multi-Client Only)

................................................................................................................................... 2314 Close Window

................................................................................................................................... 2315 Exit

Part IV Edit Menu 24

................................................................................................................................... 241 Editing Options

................................................................................................................................... 242 Preferences

Part V Reports Menu 27

................................................................................................................................... 271 Reports

................................................................................................................................... 282 Validation

................................................................................................................................... 283 Status

Part VI Housekeeping Menu 30

................................................................................................................................... 301 Reset for New Year

................................................................................................................................... 302 Select Prior Year File

................................................................................................................................... 303 Test e-File

................................................................................................................................... 314 Find & Replace

................................................................................................................................... 315 Fix

Part VII Help Menu 32

................................................................................................................................... 321 About ACA 1095 Reporting

................................................................................................................................... 322 Help

................................................................................................................................... 323 Learning Resources

................................................................................................................................... 324 Feedback

................................................................................................................................... 335 Secure Support Request

................................................................................................................................... 336 Activate

................................................................................................................................... 337 Check for Updates

................................................................................................................................... 338 Calculator

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Index 35



1 Introduction

This documentation is designed to guide you through the ACA 1095 Reporting program, also referred toas ACA 1095, and make learning the program as easy as possible. Directions for making full use of theprogram are included in this Help documentation.

Under the regulations regarding the Affordable Care Act, all companies that provide self-insured healthinsurance to their employees and all businesses with over 50 employees are required to complete the1095-C or 1095-B filing requirements. The returns and transmittal forms must either be printed andmailed to the IRS by the last day of February or e-filed to the IRS by the last day of March starting in2016. In addition, the employee copy of the form must be mailed or emailed to the employee on or beforeJanuary 31. The transmittal (1094-C or 1094-B, respectively) can be printed and filed with the 1095-C or1095-B for the IRS. The transmittal forms contain company and other information as required by the IRS.This information is automatically printed based on the applicable client information entered.

Forms for each employee contain information regarding the employee, the provided coverage, and anydependents covered under the employees policy. Submitting these forms in 2015 (for informationregarding the 2014 tax year for covered individuals was optional for 2015, but is mandatory beginning onthe applicable dates in 2016. The forms are submitted every year following the rules regarding the datesabove. Companies with 250 or more employers must file the forms electronically with the IRS. Electronicfiling is optional for those companies with less than 250 employees.

The final regulations for the 1094-B and 1095-B can be found under Section 6055. The final regulations forthe 1094-C and 1095-C can be found under Section 6056.

1.1 Overview

ACA 1095 Reporting is designed to maintain an employee database to be used in printing the IRS Forms1094-C, 1095-C, 1094-B, and 1095-B for each insured employee and dependents covered by theemployer. Employee data can be entered manually or imported via a spreadsheet. Insurance, safe-harborand SHOP Identifier codes can be input for any applicable month during the year for each employee.Employee share of lowest cost of monthly premiums can be input. Dependent information can be enteredor imported, including all months covered for each dependent.

IRS Forms 1095-B and 1095-C as well as transmittal forms can be printed to be mailed to the IRS or e-filed by the applicable due dates. Required employee forms can also be printed and distributed to eachemployee or emailed if desired.

1.2 Welcome Screen

After starting ACA 1095 Reporting for the first time, a "Welcome Screen" appears with a brief overview ofthe program and its intended purpose. You can check the box in the lower portion of the screen to notdisplay this screen when starting the program.

1.3 What's New

After installing ACA 1095 for the first time or after installing significant updates, the What's New screenwill appear. This screen gives you information regarding any significant changes made to the program.This may include tax law changes or updates to forms and instructions made by the IRS that arepertinent to the program. Should you need to print these changes, you can click the "Copy to Clipboard"button and paste the "What's New" contents into MS Notepad, MS Word, or other text editor you have atyour disposal and print them or save them to your desktop.

Introduction 7


It is recommended that you read through these changes periodically to remain informed of changesmade to the program or to the reporting instructions that may impact your use of the ACA 1095Reporting.

1.4 Home Screen

The Home Screen for ACA 1095 Reporting displays the company name and file including the location ofthe file on your hard drive or network drive. The date the data file was last modified is also displayed aswell as the latest update to the program. The year end (or tax year) for your file and the form (1095-B or1095-C) that your company is required to file is also displayed.

The file statistics are displayed in a grid. The statistics display the number of employees anddependents, new hires, employees with termination dates int he current year and information regardingthe number of employees that were previously imported.

The due dates for the applicable forms and electronic filing are displayed in the grid labeled "Due Dates"

There is a link to view the summary of forms printed for the employees. This summary displaysemployees that have the selected forms printed. The forms that can be selected for the employees arethe "Employee Copy", "Employer Copy" or "IRS Copy" (or XML data generated which is necessary forelectronic filing).

There is also a link to display the coding summary for all months for all employees. This can be used asa tool to determine if the coding or share cost amounts for one or more employees is inconsistent withthe codes or share costs that the company uses.

In addition there are several toolbar icons for some of the most commonly used functions int he program.These options are also available via the drop-down menu at the top of the screen. The drop-down menucontains all features in ACA 1095 Reporting and can always be accessed from the Home Screen.

The company information is displayed including the file location, last modified date and version date ofthe program. The file statistics are also displayed for your company showing the total employees anddependents, terminated employees, and new hires.

View Summary of Forms Printed - This link provides details for all IRS forms that have been printed forthe employees in the file. You can select to view statistics for forms that were printed for the employer,the employee, the IRS or forms generated for electronic filing. There is also an option to clear the dateinformation for for forms that have been printed for the employees. Use this option with caution as itremoves the archived time and date when forms were last printed for each employee.

View Summary of Coverage Codes - This link provides statistics for coding information for lines 14, 15and 16 of the 1095-C form or line 8 of the 1095-B form for all employees for any month during the year.The various codes used can be selected and the employees assigned those codes can then be viewed.This gives you the ability to identify employees that are coded incorrectly or that may have the wrongamount for line 15 of the 1095-C form. The employee list for each code or share cost amount can also beprinted if desired.

1.4.1 Toolbar

The icons representing the toolbar options are among the most commonly used features in the ACA1095 Reporting. These options can also be accessed via the main menu. The following toolbar iconoptions are:



Client Info - Access and change any of the company preferences.

Defaults - Change any defaults for new employees entered or imported.

Employees - Add or edit any employee or dependent data.

Reports - Access and print all reports including IRS Tax Forms.

Validation - This option will validate the data that has been entered or imported for the

employees.

Status - Displays the status of form printing and/or electronic filing that have been completed

and displays any errors returned by the IRS.

Backup - Make a backup of your data file.

Restore - Restore a previously made backup.

Reset - Reset the company file for the next year.

Update - Check for and apply the latest update for ACA 1095 Reporting.

Help - Access the system help, provide feedback, or view other helpful resources.

Exit - Close the program.

1.4.1.1 File Manager (Multi-Client Only)

The File Manager provides an easy way for you to select and sort data files. You can add and removefiles from the listing, add and remove entire folders to the listing, create new client files, and deleteexisting client files from disk. In addition, you can duplicate a client file by using the "Save As" feature,rename client files, email a backed-up client file, and even print a entire listing of your client files. This isthe place where all file maintenance is done so becoming familiar with the various options in the FileManager will immediately make you more productive.

The following items can be found in the File Manager:

Open - Open a file in the list or browse to a specific location to select a file to open.

Add - Create a new file or select an existing file to add to the listing.

Remove - Remove or delete files from the listing.

Folders - Select various data folders to add client files to the listing.

Refresh - Refresh the File Listing based on the data folders selected.

AutoFit - Automatically sizes the columns to fit data.

Locate - Locate data files to be added to the file listing.

Save As - Duplicate the selected data file and save it with a different name.

Rename - Change the name of an existing data file.

Show - Show the specific location of a data file in Windows Explorer or a Finder window.

Email - Archive the selected file to be attached in an email.

Print - Print a file listing report for all files listed in the File Manager

Introduction 9


1.4.1.2 Open (Multi-Client Only)

Click this box to display the "Open File" dialog box. From this screen, navigate to the location of yourACA 1095 Reporting data file and select the file from among the list of files displayed. Once the file isselected, the company information will be displayed on the Home Screen.

1.4.1.3 New (Multi-Client Only)

Clicking this button will display the "Create New File" dialog box. Type in the desired name of the file youwould like to create and then click "Save" to create the new file. The Client Information screen isdisplayed where the pertinent data for the company is entered. This information can be changed or addedat any time subsequent to creating the file. Once finished, clicking the "Done" button displays amessage that will ask if you want to select the data file at this time.

1.4.1.4 Client Info

Add or edit any client information here. See Client Information for a detailed explanation of the informationentered for the company.

1.4.1.5 Defaults

This option allows you to create default settings that you can apply to multiple employees at once. Youcan create a default setting to apply by first clicking the "Defaults" icon in the toolbar and then clickingthe "+" button in the lower left to add a new default to apply. Note, you can also highlight one or moreemployees from the Employee screen (also accessed from the toolbar) and clicking the "+" button toadd a default. Once you create and add the defaults to apply, they can be saved with a unique name andapplied to other employees or groups that are selected from the Employee Add/Edit screen.

This option can be especially useful if you have imported employee data and need to add codes for offerand coverage. For instance, you can select multiple employees to assign an offer and coverage code of2A with an employee share of the lowest cost monthly premium of $100 and Applicable Section 4980HSafe Harbor code of 2C. Add that default by clicking the Defaults icon on the toolbar and then click the"+" button to add that default. Select the appropriate codes and amounts and click "Save" to save thosedefaults.

Then select the employee or multiple employees, click "Edit" and then click "Load from Defaults...".Select the applicable items by placing a check in the box next to the defaults to apply. In this case,check the box next to "Offer & Coverage" and then click "Save" to save the changes.

1.4.1.6 Employees

This button displays the Employee screen where you can add new employees, edit existing employeesor add dependents.

To add a new employee, click the "Add" button or the "+" button in the lower left corner of the screen.

To edit an existing employee, add dependents to an existing employee or modify dependent coverageinformation, highlight the employee in the grid and then click the "Edit" button.

Modifying Offer & Coverage Codes and AmountsThere are two ways to accomplish adding new codes for an employee or changing existing codes.

Method One - While in the Edit mode, click the Start Month and End Month, choose the applicableOffer Code from the drop-down list, the Share Cost amount, and the applicable 4980H Code form thedrop-down list. Then click the "+" button to add another date range. Choose the second range, applicablecodes and amounts and click "Save" to save the changes for the employee.



Method Two - (Form View) - Click the gear icon and choose the option to "Edit in Form View". Thisoption displays the Form View screen which displays all of the months and let you choose the individualmonths to apply the Offer & Coverage Codes and amounts. In addition, there are arrows below eachmonth's information for the employee which allow you to apply the same Offer & Coverage codes andamounts either forward or backward. This can be useful if codes for an employee changed in the middleof the year. Select the code for the month that the code changed and then click the arrow pointing to theright to change all of the months codes until the end of the year. You can also choose a code for anymonth and click the left arrow. Click the arrow in the middle pointing both left and right to make thechanges for the entire year.

Adding or modifying covered individual (dependent) dataThe first item in the Individuals list is always the employee. To change the employee months of coverageinformation, click the gear and then click "Edit". Choose the months that the individual was coveredduring the year or "All 12 Months" if the employee was covered the entire year. Click "Save" to save anychanges for the employee.

To add new dependents, click the "Edit" button and then click the "+" at the bottom of the "Individuals"grid. This will display the dependent screen where you can enter the name, SSN (or date of birth is SSNis not known) and the months that the individual was covered for the year. Click "Save" to save thedependent information.

1.4.1.7 Reports

This option will display all available reports for ACA 1095 Reporting.

Choose any of the following to print:

Employee Reports - Choose the default sort order and other options by clicking the

"Configure Settings" button.

IRS Tax Form 1095-C - Choose the printing options for the IRS Form including whether to

print the transmittal report for filing with the IRS.

IRS Tax Form 1095-B - Choose the printing options for the IRS Form including whether to

print the transmittal report for filing with the IRS.

Click the Configure Settings to change default or saved settings for each report. Each report can be

printed, previewed on-screen, or printed to file in .pdf format.

1.4.1.8 e-File Button

This option starts the electronic filing wizard.

E-File ConfigurationThe configuration screen for electronic filing displays drop-down lists that allow you to choose theemployees to include when e-Filing, how you want the employees sorted and whether to choose a new,original return or to file a correction or replacement.

If electing to file a correction return you can choose the options for filing corrections by clicking the"Correction Options" button.

Introduction 11


You can also select the folder where the PDF copy of the return will be stored.

You store the settings for future e-Filing by clicking the "Save" button once you have made yourselections.

You can reset the e-File settings to the default program settings at any time by clicking the "ResetSettings" button.

Once the initial settings are selected, clicking the "e-File" button will start the e-File process.

Step 1 - Activate / Purchase e-File OptionAfter clicking "Next", you will be able to purchase the e-File activation from Pro-Ware's website. If youhave already purchased the activation for e-File, you can enter the activation code in the space provided.The activation codes are based on the employer EIN so you must make sure that is correct beforepurchasing the e-File activation.

Step 2 - Review Client InformationDuring the e-File process, both the 1094 and 1095 forms are produced. The 1094-B or Part I of the 1094-C contains the basic employer information found on the General screen of the Client Information. Thisinformation must be correct before you can submit your data to the IRS.

Step 3 - Review 1094-C InformationIf filing the 1094-C, Parts II, III, and IV of the 1094-C transmittal form contains additional information aboutthe employer. This information can be changed at any time including during the e-File process. Theinformation that will be submitted to the IRS is displayed for review on several screens. If you need tochange this information it can be directly edited here. Once you have reviewed and verified theinformation, click the "Next" button to continue.

Step 4 - Review e-File Transmitter SettingsThis screen allows you to select whether to use Pro-Ware as the transmitter for your electronic filesubmissions or to use an alternative transmitter. If selecting an alternative transmitter, you will beprompted to enter the company information including the Transmitter Control Code (TCC) that wasapplied for and issued by the IRS.

If you are not using Pro-Ware as the transmitter for e-Filing, you must have previously submitted a testscenario to establish communication with the IRS. If you have not accomplished this step, you mustsubmit a test scenario via the IRS user interface website. This can also be accomplished in ACA 1095Reporting by selecting the Test e-File option int he Housekeeping menu.

Step 5 - Review Correction / Replacement OptionsFor this step, you first must choose whether you are submitting a new, original return, correction orreplacement return. If you are submitting an e-File correction or replacement, you will be given optionsthat allow you to select whether to submit 1094 transmittal correction information or 1095 employeecorrection information. When submitting corrections for employees, you can select which employees tosubmit for correction.

Step 6 - Data ValidationThis step will validate the data to be submitted to the IRS. There are two types of messages that youmay receive regarding the employer and employee information contained in your data file. If an "Error" islisted, it must be fixed before you can submit your data via e-File or you return could be rejected by theIRS. "warning" messages do not have to be fixed but may indicate items that you want to review before



submitting you data to the IRS.

Step 7 - Finalize the Forms for Electronic FilingThis step finalizes the forms for electronic filing. If you are submitting XML files via the IRS user interfacewebsite, you can select the location of the XML file. If using Pro-Ware as the transmitter of your e-Filedata, you will also receive a receipt ID which can be used to identify this particular transmission. Youcan check the status of this transmission at any time by clicking the Status button and selecting theappropriate receipt ID.

1.4.1.9 Validation

This option will display all of the errors and warnings that are contained in the file.

ErrorsAll errors must be corrected before printing final copies of forms to be mailed to the employees or theIRS. This also applies to electronic filing. If the errors are not corrected, you will not be able to create thefiles necessary to e-File company or employee data to the IRS. Typical errors you may have in your fileare missing employee data (SSN, address, city, state, zip, etc.) or company data. Failure to correcterrors could result in an electronic file submission being rejected.

WarningsWarnings do not have to be corrected but are displayed in order for you to review the employee data tomake sure it is correct before printing forms or e-Filing..

1.4.1.10 Status

This option will display the status of any previously filed forms including forms that were electronicallyfiled. You can choose the year for which the filing was done, the form type that was printed or e-Filed,and the current status.

If you filed employee data electronically using Pro-Ware as a transmitter, you can click the button"Refresh From Web" to update the status of the file from the IRS.

The details can be printed and any employee's EIN status displayed.

The status of any XML generated forms that were electronically filed using the IRS user interface can bemanually updated by clicking the "Change Status" button and providing the Receipt ID received whensubmitting the data to the IRS website.

1.4.1.11 Backup

This option will make a backup of the data file. By default the backup file is saved to the "BACKUPS"folder located in your data file location however, it can be saved in any location desired. Use the foldericon to navigate to a different location if you want the backup save to another drive and folder.

1.4.1.12 Restore

This option will restore a previously made backup of the data file. To restore a previously saved backup,select the desired backup listed in the grid and then click the "restore" button. Note, restoring apreviously made backup will overwrite your existing data file.

1.4.1.13 Reset

This option will prepare your employee and dependent data file for the new year. In addition, it will removeall employees that have been terminated during the current year and place them in a terminatedemployee file. A prior year file will also be created which will allow you to print reports or view data

Introduction 13


contained in the prior year file.

Before you can reset your data file to a new year, you must check the box acknowledging the following:

Verify all employees who have worked at least one month in the current year have been

entered.

Verify all of the coverage codes for each employee have been entered.

Verify all reports have been printed that are required for the current year.

Once you have checked each box, you will be able to click the Reset button.

1.4.1.14 Update

This option will check to see if there are later updates to the program via the Pro-Ware website. If found,the program will prompt to update now or at a later time.

1.4.1.15 Help

This option displays the Help system in your default web browser. Navigate to topics using the table ofcontents, index, or searching by keyword.

1.4.1.16 Exit

Clicking this button will close the program.



2 File Manager (Multi-Client Only)









Save As - Duplicate the selected data file and save it witgh a different name.





2.1 Opening a File

There are two ways to open a file in ACA 1095 Reporting Multi-Client. The first is to highlight the in thelist and then click the Open button and select the "Open Selected File" option (double-clicking the file inthe list accomplishes the same task).

If the file is not currently in your file list, you can select the second option which allows you to browse forthe file you want to open. Once it is located, highlight the file in the dialog box and click "Open" to selectthe file.

2.2 Adding Files

To create and add a file to the file listing, click the "Add" button and then select the option to "Add a NewFile...". This option will create a new client file and add it automatically to the file list.

To add an existing file to the list, choose that option by clicking on the "Add" button and selecting it fromthe list. A dialog box will appear that lets you navigate to any location and select a file to be added to thelist.

2.3 Removing Files

To remove a file from the list, simply highlight the file to be removed and click the "Remove" icon andselect the "Remove Selected File" option.

File Manager (Multi-Client Only) 15


To delete a file from disk, highlight the file in the list and select that option by clicking the "Remove"button.

To remove missing data files from the list, select that option when clicking the "Remove" button. Thisoption only removes files that have been deleted or moved to another location. It does not delete the filesfrom disk however, only removes them from the list.

To clear the entire listing, select the "Remove All Files From List" option. Files can always be addedback by clicking the "Refresh" or "Add" options.

2.4 Managing Folders

This option allows you to add a single or multiple data file locations to your file list. By default, yourdefault data folder will be shown at the top of this list and is added automatically. You can add otherlocations as default data folders as well and the file listing will automatically update based on any foldersyou select here. You can also remove folders from this list if you no longer need the data files in your filelist.

To add a folder, click the "+" button in the lower-left of the screen, navigate to the desired folder and click"Select" to add the folder to the list.

To remove a folder, highlight it in the list and click the "-" button in the lower-left of the screen. Answer"Yes" to remove it from the list.

2.5 Refreshing the File List

This button will update the file list with the most recent data found for the data files already in the list andadd any files found in the list of folders that aren't already in the list.

2.6 AutoFit

Click this button to automatically adjust the column width to accommodate the data in the columnsdisplayed.

2.7 Locating Data Files

To locate folders where ACA 1095 Reporting Multi-Client data files exist, click the "Locate" button. Bydefault, your default data location will be searched. If you would like to search a different location, clickthe "Change" button and navigate to the folder or drive that you would like to search for data files. If datafiles are found, you can click the "View List of Files" button in the lower-right of the screen to show thefiles found.

2.8 Save As (Duplicating a File)

To duplicate a data file (or save it with a different name) highlight the file in the list and click the "SaveAs" button. A dialog box will appear which will allow you to save the file under a different name. Onceyou type in the name of your new file, ACA 1095 Reporting Multi-Client will create an exact copy of thefile with the new name you choose.

2.9 Renaming a File

To rename a file, highlight the file in the list by clicking once on it and then click the "Rename" button. Adialog box appears which allows you to enter the new name of the file.



2.10 Show File Location

This option allows you to highlight a file in the list and open the folder where the file resides.

If you are using a Microsoft Windows operating system, the folder will be opened using WindowsExplorer.

If you are Mac OS, the folder location is shown in a Finder window.

2.11 Emailing a File

To attach and email a ACA 1095 Reporting file, highlight the file in the list and click the "Email" button. Ifyou have not yet entered your email settings, you will be prompted to enter them first. For moreinformation on entering email settings, see the section entitled "Email Settings" under ACA 1095Reporting Multi-Client Options/Preferences.

After you have entered your email settings or if you have entered them previously, a dialog box appearsthat asks you if you want to password-protect the attached file. Here you are given three passwordchoices:

1. Set the password to the client's social security number - ACA 1095 Reporting Multi-Client will askyou to confirm the password.

2. Set a different password - ACA 1095 Reporting Multi-Client asks you to enter the new passwordand confirm before proceeding.

3. Send the file as is without any password protection (not recommended)

Once you have made the password selection, ACA 1095 Reporting Multi-Client displays an email screenwhere you can select the email server (if you have multiple mail servers set up in ACA 1095 ReportingMulti-Client), edit the To/From and subject fields, and type a message to accompany the ACA 1095Reporting data file you are sending.

2.12 Printing the File List

To print a listing of your data files, click the "Print" button.

You can choose to sort the files based on either the path or the applicant name by clicking on the sortdrop-down menu.

You can print the report directly to your printer by clicking the "Print..." button or preview the report on-screen by clicking "Preview".

You can also choose the name and location of the .PDF file that is created or append the report to anexisting file by clicking the "PDF" drop-down menu and choosing that respective option.

File Menu 17


3 File Menu

The following options are available from the File menu:

Client Information - Selecting this option will display all configuration options for the company.

Backup - This option will make a backup of the data file.

Restore - This option will restore a previously made backup of the data file.

Import Data - This option allows you to import employee and dependent data,

Close Window - This option closes the program.

Exit - This option closes the program.

3.1 File Manager (Multi-Client Only)









Save As - Duplicate the selected data file and save it witgh a different name.





3.2 New (Multi-Client Only)

Clicking this button will display the "Create New File" dialog box. Type in the desired name of the file youwould like to create and then click "Save" to create the new file. The Client Information screen isdisplayed where the pertinent data for the company is entered. This information can be changed or addedat any time subsequent to creating the file. Once finished, clicking the "Done" button displays amessage that will ask if you want to select the data file at this time.



3.3 Open (Multi-Client Only)

Click this box to display the "Open File" dialog box. From this screen, navigate to the location of yourACA 1095 Reporting data file and select the file from among the list of files displayed. Once the file isselected, the company information will be displayed on the Home Screen.

3.4 Open Recent (Multi-Client Only)

Choosing this option displays a list of the most recently selected files.

3.5 Save As... (Multi-Client Only)

This option will allow you to save the existing file under a new file name.

3.6 Client Information

The Client Information contains all configuration options for your company. There are five differentsections for company information, each containing specific default options and value for your company.This information can normally be entered or changed at any time. At the bottom of each screen is adirect reference for the IRS Form and part that the information is reported. Certain screens may beenabled or disabled based on the form that your firm is required to submit to the IRS (Form 1095-C or1095-B).

Should you need the IRS instructions for either the 1094/1095-B or 1094/1095-C instructions, there arelinks provided in the lower left of the screen in blue to the PDF instructions on the IRS website. Inaddition, there is a link in the lower right of the screen in blue for the "How To" PDF which providesadditional information for completing the Client Information.

Each of the sections of the Client Information are described below in detail:

General SectionThis section contains the company (employer) name, the applicable reporting year for the company, theEmployer Identification Number (EIN), the address, contact information, and any notes you may want toenter for your company.

Employee Defaults SectionChoose the applicable form and default codes to be used when entering new employees.

1095-C Designated Government Entity SectionIf the employer is a Designated Governmental Entity (DGE), enter the information in this section.

1095-C ALE Member Information SectionChoose this section to enter the Parts II, III, and IV information to be printed or filed with the IRS Form1094-C transmittal. Note, this section is not applicable if the Applicable Form 1095-B is selected in theGeneral Section.

1095-B Issuer or Coverage Provider SectionChoose this section to enter the issuer or other coverage provider. Additional issuers can also be enteredby clicking the "Manage Additional Issuers" button. Note, this section is not applicable if the ApplicableForm 1095-C is selected in the General Section.

File Menu 19


Report Options SectionUse this section to choose the default report memo that you would like print on the employee listingreports. Employee ID's can also be assigned by clicking the "Replace Employee ID" button.

Screen Prompts SectionThis section will allow you to change the prompt for the user defined field, if desired.

E-File Transmitter SectionThis section will allow you to select the option to file using Pro-Ware's transmitter service or optionallygenerate the necessary XML files for submission to the IRS using the IRS user interface. If choosing togenerate the XML files for manual submission, you will need to enter all pertinent company informationincluding a Transmitter Control Code (TCC) which has been applied for and issued by the IRS.

Notes SectionEnter any pertinent company notes in this section.

3.7 Employees

This option displays the Employee screen where you can add new employees, edit existing employeesor add dependents.

To add a new employee, click the "Add" button or the "+" button in the lower left corner of the screen.

To edit an existing employee, add dependents to an existing employee or modify dependent coverageinformation, highlight the employee in the grid and then click the "Edit" button.

Modifying Offer & Coverage Codes and AmountsThere are two ways to accomplish adding new codes for an employee or changing existing codes.

Method One - While in the Edit mode, click the Start Month and End Month, choose the applicableOffer Code from the drop-down list, the Share Cost amount, and the applicable 4980H Code form thedrop-down list. Then click the "+" button to add another date range. Choose the second range, applicablecodes and amounts and click "Save" to save the changes for the employee.

Method Two - (Form View) - Click the gear icon and choose the option to "Edit in Form View". Thisoption displays the Form View screen which displays all of the months and let you choose the individualmonths to apply the Offer & Coverage Codes and amounts. In addition, there are arrows below eachmonth's information for the employee which allow you to apply the same Offer & Coverage codes andamounts either forward or backward. This can be useful if codes for an employee changed in the middleof the year. Select the code for the month that the code changed and then click the arrow pointing to theright to change all of the months codes until the end of the year. You can also choose a code for anymonth and click the left arrow. Click the arrow in the middle pointing both left and right to make thechanges for the entire year.

Adding or modifying covered individual (dependent) dataThe first item in the Individuals list is always the employee. To change the employee months of coverageinformation, click the gear and then click "Edit". Choose the months that the individual was coveredduring the year or "All 12 Months" if the employee was covered the entire year. Click "Save" to save anychanges for the employee.

To add new dependents, click the "Edit" button and then click the "+" at the bottom of the "Individuals"grid. This will display the dependent screen where you can enter the name, SSN (or date of birth is SSN



is not known) and the months that the individual was covered for the year. Click "Save" to save thedependent information.

Filtering EmployeesYou can turn filtering on or off by clicking the Filter On or Filter Off buttons at the top of the EmployeeListing screen. You can filter the employees by the following items below:

Previous Return - Show employees that were included in a previous year's filing.

Last Import - Show employees included in or excluded from the previous import.

First Name - Include employees with first names equal to, not equal to or containing a

specified value.

Last Name - Include employees with last names equal to, not equal to or containing a

specified value.

Employee ID - Include employees with employee ID's equal to, not equal to or containing a

specified value.

SSN - - Include employees with SSN equal to, not equal to or containing a specified value.

Start Date - Include employees that started on, after or before the date specified.

End Date - Include employees with an end date on, after or before the date specified.

User Defined - Include employees with the value in their user defined field equal to, not equal

to or containing a specified value.

Form Printed - Include employees that had form copies printed or not printed.

Offer Code - Include employees that contain specified offer codes for any months of the year.

Share Cost - Include employees that equal, are greater than or less than a specified amount for

any months of the year.

4980H Code - Include employees that contain specified 4980H codes for any months of the

year.

Self-insured - Include employees that were provided or not provided self-insured coverage.

Once a filter is set, the Employee Listing will display the number of employees displayed out of the totalcontained in the file. Once the filter is set it is saved and can be turned off by clicking on the "Filter On"and "Filter Off" buttons respectively.

Editing Multiple Employees At OnceTo change information for multiple employees at once, select the employees by highlighting them andthen click the "Edit Selected" button. Change any of the following for the selected employees:

City

State

Zip Code

Country

File Menu 21


Employment Start Date

Employment End Date

Exclude From Printing

Verification

Verification Notes

Plan Start Month

Offer & Coverage

Self-insured

To enable the item(s) to change, check the box next to the respective item to change and enter the valuethat you want saved to the employees' records. Click the "Save" button to confirm and save the changes.

If you have previously set defaults for employee editing, you can click the "Fill From Defaults" button andchoose a previously saved default to apply to the selected employees.

The months of coverage can also be changed for selected employees by clicking the "Months ofCoverage" button while multiple employees are selected. Employees and dependents can have theirmonths of coverage assigned automatically by checking the box for employees and dependents and thenspecifying the months of coverage to assign coverage.

3.8 Employers (Multi-Client Only)

Select this option add additional employers if filing 1095-B forms to employees that belong to amultiemployer plan. Employees can be assigned to the various employers from this screen if desired.Reports displaying the employer listing can also be printed.

To add an employer, click the "+" button int he lower right corner and enter the company name, EIN,address, city state, zip code and country code.

To remove an employer previously entered, click the "-" button. An additional warning will be displayed ifthere are currently employees assigned to employer.

To edit a previously entered employer select the employer that you want to edit from the list, click theconfiguration wheel and select the "Edit" option.

To assign employees to any employers listed click the configuration wheel and select the "AssignEmployees to Employers" option. This will display a list of employees which can then be selected toassign to an employer. Select the employer to assign to the employees from the drop-down list and thenclick the employees to assign. Multiple employees can be selected in conjunction with the mouse byholding down the Shift key or the Alt + Ctrl keys. Once the employees are highlighted. Assign theemployees by clicking the "Assign" button. Employees can also be removed from a previously assignedemployer by clicking the "Remove" button after selecting the employees. Clicking "Done" will return youto the "Add Employer" screen.

To print a list of employers, click the configuration wheel and select the print option to print an employerlisting.



3.9 Defaults

This option allows you to create default settings that you can apply to multiple employees at once. Youcan create a default setting to apply by first clicking the "Defaults" icon in the toolbar and then clickingthe "+" button in the lower left to add a new default to apply. Note, you can also highlight one or moreemployees from the Employee screen (also accessed from the toolbar) and clicking the "+" button toadd a default. Once you create and add the defaults to apply, they can be saved with a unique name andapplied to other employees or groups that are selected from the Employee Add/Edit screen.

This option can be especially useful if you have imported employee data and need to add codes for offerand coverage. For instance, you can select multiple employees to assign an offer and coverage code of2A with an employee share of the lowest cost monthly premium of $100 and Applicable Section 4980HSafe Harbor code of 2C. Add that default by clicking the Defaults icon on the toolbar and then click the"+" button to add that default. Select the appropriate codes and amounts and click "Save" to save thosedefaults.

Then select the employee or multiple employees, click "Edit" and then click "Load from Defaults...".Select the applicable items by placing a check in the box next to the defaults to apply. In this case,check the box next to "Offer & Coverage" and then click "Save" to save the changes.

3.10 Backup

This option will make a backup of the data file. By default the backup file is saved to the "BACKUPS"folder located in your data file location however, it can be saved in any location desired. Use the foldericon to navigate to a different location if you want the backup save to another drive and folder.

3.11 Restore

This option will restore a previously made backup of the data file. To restore a previously saved backup,select the desired backup listed in the grid and then click the "restore" button. Note, restoring apreviously made backup will overwrite your existing data file.

3.12 Import Data

This option allows you to import employee and dependent data, either from the spreadsheet designedspecifically by Pro-Ware for ACA 1095 Reporting or from a free spreadsheet that has employee and/ordependent data. ACA 1095 Reporting supports Microsoft Excel versions with extensions .xls (1997 -2003) and .xlsx (2003 and later). If your file is in a different version of Excel or has a .csv (commaseparated values) extension you may need to open the file with Excel and save it as one of the Excel fileversions listed before importing the data.

To import the data from 1095-C or 1095-B spreadsheet provided by Pro-Ware, choose that option as thetype pf source file to be used. When importing the Excel data from the Pro-Ware provided spreadsheet,the default dependent maximum is 10 dependents, but that can be changed to a greater number ofdependents should your employees have more dependents. You can elect to delete all employee datacurrently in the file or the employee data that was imported during the last import. Note that if you deleteall employee data, all dependent data is also deleted.

To import data from a spreadsheet with employee information, select that option from the list. To definethe field mapping of the fields in the spreadsheet, click the Field Mapping button. Here you can changethe mapped definitions to appropriately match the columns in the employee import spreadsheet. Inaddition, you can set default value for for any codes and default share of cost amounts for all imported

File Menu 23


employees. The number of heading rows to skip can also be entered if you have header rows that needto be skipped in the employee import file. You can elect to delete all employee data currently in the fileor the employee data that was imported during the last import. Note that if you delete all employee data,all dependent data is also deleted.

To import data from a spreadsheet with dependent information, select that option from the list. To definethe field mapping of the fields in the spreadsheet, click the Field Mapping button. Here you can changethe mapped definitions to appropriately match the columns in the dependent import spreadsheet. Thenumber of heading rows to skip can also be entered if you have header rows that need to be skipped inthe dependent import file. You can elect to delete all dependent data currently in the file or the dependentdata that was imported during the last import.

Click the "Import" button once you have made the selections and then navigate to the location of theimport file and select it.

3.13 Version Transfer (Multi-Client Only)

This option will allow you to transfer a file from the single client version of ACA 1095 Reporting to theMulti-Client version or transfer a Multi-Client version file to the single client version of ACA 1095Reporting. The purpose of this option is to allow the company that is responsible for filing the ACA IRSforms to be able to transfer the files to the company maintaining the employee ACA files on a dailybasis. This option also enables the Multi-Client user to be able to convert the single client file received touse with the Multi-Client version.

Transfer to Single Client VersionSelect this option to create a file to transfer to a user that uses the single client version of ACA 1095Reporting. The file must be password protected. To email the file, click the "Send Email" button. Afterreading and accepting the disclaimer, you can enter the recipient's email address and other information.If you do not already have a your email server information entered, you must enter it in the "Email"section found under the Preferences option int he Edit menu.

Transfer From Single Client VersionSelect this option after receiving a file from a single client user to be able to use the file int he Multi-Clientversion. Once this option is selected, you can click the folder icon to locate the archived ACA ZIP file.Next, click the folder icon adjacent to the "Save As" option to locate the file to overwrite or select a newname for the file. Enter the password if required to encrypt the file and click "Transfer" when complete.

3.14 Close Window

This option closes the program.

3.15 Exit

This option is the same as the Close Window option and closes the program.



4 Edit Menu

The Edit menu consists of the following options:

Undo - Reverts the last change made.

Cut - Removes and places the highlighted item into the clipboard.

Copy - Copies and places the highlighted item into the clipboard.

Paste - Places the contents of the clipboard into the selected area.

Delete - Removes the highlighted item without saving it to the clipboard.

Select All - Selects multiple items at once.

Preferences - Allows you to change program preferences such as updating and data folder

preferences.

4.1 Editing Options

The Edit menu consists of general editing features including Undo, Cut, Copy, Paste, Delete, and SelectAll. These options are generally used and are only active when you are in the employee and dependentadd and edit screens. Undo will revert the last change that you made. Cut and Copy will place thehighlighted item into your clipboard. Paste will place the data in the clipboard into the selected area inthe field on the data entry screen. The Delete option deletes any highlighted data and it is not available inthe clipboard. Select All will select multiple items or fields at once.

4.2 Preferences

This option allows you to make any program preference changes. You may select any section andchange any preference item and the change will automatically be saved when clicking the "Done" button.Note that some changes may not take affect until you restart the program.

General SectionThe following items can be changed in the General Section of ACA 1095 Reporting:

Require password when starting program - Check this box to password-protect the program.

Ask for confirmation before exiting - This option will display an exit confirmation dialog box

when closing the program.

Show splash screen when starting - This option bypasses the splash screen to the program

when unchecked.

Skip the home screen when starting - This option will take you directly to the employee data

entry screen when you start the program.

Open windows stacked - If this box is unchecked, windows positions and sizing are

remembered.

Allow e-File testing for multiple TCC codes (Multi0-Client Only) - Allows testing for more than

one TCC code.

Edit Menu 25


Print only last 4 digits of SSN on reports - Prints format of XXX-XX-1234 on all reports except

for IRS filing copies.

Show only last 4 digits of SSN in employee list views - Hides SSN's when they appear in the

Employee Listing screen.

Export Preferences - This option allows you to export your preferences to another users

preference location or network share.

Restore messages - This button will display all boxes that have been suppressed.

Data Folder SectionThe default data folder can be changed in this section. To change the default data location, click thefolder icon located to the right of the Default Data Folder path. If you change your default data folder, youwill be asked to create the following sub-folders if they don't already exist:

Backups - Backups that are made will be stored in this location.

Reports - Reports printed to disk are stored in this folder.

SampleData - The sample data file included with the application.

If using the single client version of ACA 1095 Reporting, you will be required to restart the program beforeyour change will take effect.

File Manager Section (Multi-Client Only)This section allows you to select File Manager preferences. You can optionally start the File Managerwhen the program starts, show file locations for recently selected files, refresh the File Managerautomatically every time it is opened, and display alternating colors and grid lines when viewing files inthe File Manager.

Email SectionYou can send emails in the program using either your default mail program or using ACA 1095reporting's built-in email client. If you use the built-in mail client, you will need to enter the applicableSMTP Address information. If you do not know these settings, you may have to contact your networkadministrator.

When sending feedback you can elect to remove SSN's for all employees or password protect the ZIPfile.

Software Updates SectionIn this section you can select the frequency with which to check for updates. The default is seven days,but you can select every 30 days, each time the program is started or to never check for updates. Otherparameters of updating can be changed by clicking the "Advanced Options" button. The AdvancedOptions allows you to change how the program is updated, whether to use an alternate server, proxyserver settings, and user account options. These settings are normally only changed if you are havingproblems downloading or installing the updates and require assistance from a network administrator.



Employee List SectionThis section allows you to select the items displayed or change the order in which items are shown inthe employee list. Simply check the box for an item to display it or remove the check to hide the item.To reorder the items, highlight the item you want to move up or down and click the up or down arrow tomove the item up or down. Click the first or last button to move the item to the first (or last) in the list.

Check the box to always show covered individuals even if not reporting the information, if desired.

Reports SectionChoose alternate line shading, PDF viewer preferences, printing dialog preference, and desired elementsof the PDF file names. Click the "Advanced Options" button to select proxy server settings for electronicfiling, if applicable.

Reports Menu 27


5 Reports Menu

From this menu you can print employee information reports, IRS informational tax returns, andelectronically file your data to the IRS. You can also validate your employee data before printing orelectronically filing data or check the status of previously submitted data..

5.1 Reports

This option will display a listing of all of the reports available in ACA 1095 reporting.

Choose any of the following reports to print:

Information ReportsThe following information reports can be printed:

Employee List

Employee Detail

Employee Information Worksheet

Dependent Age Report

Diagnostics

Choose the default sort order, which employees to include, and other options by clicking the "Configure

Settings" button.

Tax FormsThe following IRS 1095-B and 1095-C forms can be printed to be distributed to the employees or filed

with the IRS: Electronic filing is available for filing with the IRS.

IRS Forms 1095-C

IRS Forms 1095-B

IRS e-File (IRS Filing Only)

Click the Configure Settings to change default or saved settings for each report. Each report can be

printed, previewed on-screen, or printed to file in .pdf format.

Configuration for 1095-C and 1095-B formsInclude and sorting options can be selected from the drop-down lists.

The following copies of the IRS Forms can be previewed or printed:

Preview Copy - Prints with a watermark "Preview Copy - Do Not File".

Employer Copy - Printed copy for employer files.

Employee Copy - Printed copy to be distributed to employees.

IRS Filing Copy - Printed copy to be filed with the IRS.



The following additional options are available when printing the IRS Forms 1095-C and 1095-B:

Include - Select which employees to print.

Sort By - Choose how to sort the IRS forms.

Omit instruction pages - This option omits the instruction page when printing the forms.

Omit blank continuation page - This option omits the continuation page when printing if there

is no continuation data.

Include blank pages for duplex printing - This option inserts additional pages if necessary for

proper duplex printing.

Include address page when printing employee copy - This option prints the employee address

on a separate sheet of paper.

Address Page ConfigurationWhen printing employee copies of the IRS forms, you can optionally configure an address page to printin conjunction with each employee form printed. To configure the address page printing, click the "EditAddress Page" button. You can choose any one of three pre-configured placement options for printingthe return address of the employee. Selecting the Custom option allows you to configure the preciselocation that the employee mailing address and the return address will appear if you have nonstandard,customized windowed envelopes. There is an additional option to print "Guide Marks" for folding theaddress sheet.

Three lines of additional data can be optionally printed in the upper-right corner of the address page bychecking the "Memo" box and filling out the individual memo lines with the data you would like printed onthe address sheet.

Prior Year Reports can be selected by clicking the "Change Year" button and choosing the applicable

prior year to print.

5.2 Validation

This option will display all of the errors and warnings that are contained in the file. All errors must becorrected before printing final copies of forms to be mailed to the employees or the IRS. This also appliesto electronic filing. If the errors are not corrected, you will not be able to create the files necessary to e-File company or employee data to the IRS. Typical errors you may have in your file are missingemployee data (SSN, address, city, state, zip, etc.) or company data.

Warnings do not have to be corrected but are displayed in order for you to review the employee data tomake sure it is correct before printing forms or e-Filing..

5.3 Status

This option will display the status of any previously filed forms including forms that were electronicallyfiled. You can choose the year for which the filing was done, the form type that was printed or e-Filed,and the current status.

If you filed employee data electronically using Pro-Ware as a transmitter, you can click the button"Refresh From Web" to update the status of the file from the IRS.

Reports Menu 29


The details can be printed and any employees EIN status displayed.

The status of any XML generated forms that were electronically filed using the IRS user interface can bemanually updated by clicking the "Change Status" button and providing the Receipt ID received whensubmitting the data to the IRS website.



6 Housekeeping Menu

Selecting this option will allow you to do the following:

Reset for New Year - This option prepares the data file to enter new employee and dependent

information for the next year.

Rebuild Index Files - This option will rebuild the database index for each database file.

Select Prior Year File - Allows you to select prior year files that were filed for employees.

Test e-File - This option is used to submits electronic files to the IRS for testing and is required

by companies that are acting as their own transmitter.

Find & Replace - This option allows you to search for and replace items for employees.

Fix - This option contains various utilities to aid in the processing of employee data.

6.1 Reset for New Year

This option will prepare your employee and dependent data file for the new year. In addition, it will removeall employees that have been terminated during the current year and place them in a terminatedemployee file. A prior year file will also be created which will allow you to print reports or view datacontained in the prior year file.

Before you can reset your data file to a new year, you must check the box acknowledging the following:

Verify all employees who have worked at least one month in the current year have been

entered.

Verify all of the coverage codes for each employee have been entered.

Verify all reports have been printed that are required for the current year.

Once you have checked each box, you will be able to click the Reset button.

6.2 Select Prior Year File

This option will enable you to select a prior year if one is available. ACA 1095 Reporting creates a prioryear file when you perform the reset for the New Year option. For instance, once you have completedprocessing and filing forms for the 2015 tax year, you can reset your employee file to the new year. Anarchived copy of your data file is saved automatically for 2015 and your file is made ready for 2016 sothat you can begin entering new employees or changing existing data for employees already in the file.

By choosing this option, you can select the file for the 2015 tax year to print reports and even makecorrections if necessary. Note that if you make certain changes such as correcting an employee name inthe prior year, you will have to make that same change when returning to the current tax year's file.

6.3 Test e-File

Select this option to start the wizard for e-File testing. To view the detailed "How To" documentation forthe e-File testing wizard, click the "View How To" button. Next, choose the test scenario from amongthose listed.

Housekeeping Menu 31


6.4 Find & Replace

This option allows you to find and replace each instance of a particular offer code, share of cost amount,section 4980H code, plan start month, or user-defined code. Using this option will allow you to changeone of those particular items for all employees at once.

For instance, assume that the share cost amount for employees in your company file changed from$98.83 to $105.54. You can find all instances where the employee's share cost amount is $98.83 andreplace those amounts to $105.54. You can select the entire list of employees or just specific ones toreplace.

Note that this feature is very powerful and requires you to make a backup before starting.

6.5 Fix

Rebuilding Index FilesShould you encounter a problem when sorting your file, you may choose this option to have the programrebuild the index files for each database. Rebuilding index files may become necessary due to an importor other reason. You should normally only run this option if directed by Pro-Ware's technical supportstaff.

Remove Test Scenario CodesIn some instances, users will attempt to utilize Pro-Ware's Sample Data Company file. This file containsinformation for the scenarios required to permit electronic file testing through the IRS. If you imported oradded directly to the sample data file included with the program, you can safely run this program toremove all test scenario codes. If you run this option on a file other than the sample file that wasoriginally included with the program, there is no effect. You should normally only run this option ifdirected by Pro-Ware's technical support staff.

Add Missing Covered IndividualsThis option will add missing covered individuals by linking the orphan dependent records in the file to thecorrect employee. Running this option looks for and displays those dependents that are not linked to aspecific employee id and allow you to link the dependent to the correct employee id.



7 Help Menu

The following options are available in the Help menu:

About ACA 1095 Reporting - This option displays information about the program and other

specifications about your system.

Help - This displays the Help system in your default web browser. Navigate to topics using the

table of contents, index, or searching by keyword.

Learning Resources - This option displays the various resources for the program including

FAQ's, How To documents and other helpful information.

Feedback - This displays the Feedback screen where you can ask a question, provide

comments or attach a data file for analysis by the support staff.

Secure Support Request - This option allows you to upload encrypted data files to Pro-Ware's

support team.

Activate - This option will allow you to enter new subscription codes to activate the program.

Check for Updates - This option will check to see if there are later updates to the program via

the Pro-Ware website.

Calculator - This option displays the program's built-in calculator.

7.1 About ACA 1095 Reporting

This option will display information about the ACA 1095 Reporting program. Displayed on the screen isalso a System Information button that will display information about the program's installation andenvironment.

7.2 Help

This option displays ACA 1095 Reporting's HTML help system in your default browser. To navigatethrough the help system click on the specific chapters in the table of contents or index of the help file. Inaddition, there is a keyword search available where all or part of a word can be entered to search theentire help file for information on the topic entered.

7.3 Learning Resources

This option displays the various resources for the program including FAQ's, How To documents and other

helpful information.

7.4 Feedback

This option will display a screen that you can fill out and submit to Pro-Ware. You can provide feedbackfor enhancements that you would like to see, general questions that you would like to submit to ourtechnical support staff for review, or problems you may have encountered while using ACA 1095Reporting. Clicking Send will email the submission form directly to Pro-Ware's support staff.

Help Menu 33


7.5 Secure Support Request

This option allows you to submit a support request through a secure HTTPS connection. Any files thatare submitted will be encrypted and sent securely to Pro-Ware's support staff.

7.6 Activate

If you are running the demo version of ACA 1095 Reporting, you can choose this option once youpurchase the software. You will be able to enter the activation information that was sent to you by Pro-Ware. The software will stop running in the demo mode and you will be able to use beyond the 30 daylimit.

7.7 Check for Updates

Select this option at any time to check for updates to ACA 1095 Reporting. This option can be selectedat any time and is entirely independent of the automatic update checking that ACA 1095 Reportingmakes according to the program Preferences located under the Edit menu.

7.8 Calculator

Selecting this option enables built-in calculator.

Index 35


Index- A -About ACA 1095 Reporting 32

Activate 33

Adding Files 14

- B -Backing Up Files 22

Backup Toolbar Option 12

- C -Calculator 33

Check for Updates 33

Client Info Toolbar Option 9

Client Information 18

Closing the Program 23

- D -Defaults 9

- E -Edit Menu 24

Editing Options 24

Emailing a File 16

Employee Listing Screen 9

Exit 23

- F -Feedback 32

File Manager 14

File Menu 17

- H -Help 32

Help Menu 32

Help Toolbar Option 13

Home Screen 7

Housekeeping Menu 30

- I -Importing Data 22

Introduction 6

- L -Learning Resources 32

Locating Data Files 15

- M -Managing Folders 15

- O -Open Recent (Multi-Client Only) 18

Opening a File 14

Overview 6

- P -Preferences 24

Printing the File List 16

- Q -Quit 13

- R -Rebuild Indexes 31

Refreshing the File List 15

Removing Files 14

Renaming a File 15

Reports Menu 27

Reports Toolbar Option 10

Reset for New Year 30

Reset Toolbar Option 12

Restore Toolbar Option 12

Restoring Files 22



- S -Save As 15

Save As... (Multi-Client Only) 18

Show File Location 16

- T -Toolbar 7

- U -Update Toolbar Option 13

aca-1095 reporting helpbutton and paste the "what's new" contents into ms notepad, ms...

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