The import option allows you to import from 4 different source files.

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1 Importing Data Importing Data - Overview The import option is located in the File menu. The import option provides an alternative method of getting your employees, employee's dependents, and if you used the Excel templates that were provided as downloads from our websites, your coverage information into ACA 1095 Reporting without manually entering this information. The import option allows you to import from 4 different source files. 1. The 1095-C Excel spreadsheet template that we provided as a download from our website. 2. The 1095-B Excel spreadsheet template that we provided as a download from our website. 3. An Excel spreadsheet that contains your employee's information only - one row for each employee. 4. An Excel spreadsheet that contains your employee's dependents information only - one row for each dependent. If you selected 1095-C in the Client Information ( Report / Defaults Options section ), then you will ONLY be able to select option 1, 3, or 4. If you selected 1095-B in the Client Information, then you will ONLY be able to select 2, 3, or 4. ACA 1095 REPORTING 1

2 If you will be importing from the Excel templates we provided, you must ensure that you did not modify any of the existing columns or formatting that existed in the spreadsheets. You can add additional dependents columns at the end of the spreadsheet if you had more than 10 dependents for any employees, but this should be done by copying the fields for the 10th dependent to allow for additional dependents. If you change any of the formatting or add or delete or move any other columns, the import will not work properly. If you will be importing employee or dependent information then you should have one employee per row in the file containing your employee data. There should be one dependent per row in your dependent file. You will need to have an Employee ID for each employee and that Employee ID must also be included for each of his dependents. In this way, the dependent data can be linked to the correct employee. If you do not have an employee ID, you can use the social security number as a linking field. Each of these will be descibed in the following sections. ACA 1095 REPORTING 2

3 Importing from 1095-C Excel spreadsheet If you entered data in the 1095-C Excel spreadsheet template and you do not have more than 10 dependents for any employee, then mark this as the souce file and click the Import button. You will then need to select the Excel file and the importing will proceed. If you have more than 10 dependents for any employees, you will need to change the maximum number of dependents field on the Import options screen. ACA 1095 REPORTING 3

4 Importing from 1095-B Excel spreadsheet If you entered data in the 1095-C Excel spreadsheet template and you do not have more than 10 dependents for any employees, then mark this as the source file and click the Import button. You will then need to select the Excel file and the importing will proceed. If you have more than 10 dependents for any employees, you will need to change the maximum number of dependents field on the Import options screen. ACA 1095 REPORTING 4

5 Importing Employees - Part 1 If you have your employee information in an Excel file and want to import it, then select "Employee Information" as the source file. When you select this, depending on the Form type selected in the Client Information screen (1095-B or 1095-C), you can also have health coverage codes assigned to your employees during the import process. You will have to decide if it is more expedient to assign default codes to all employees and then change the ones that are not correct or not to assign any codes and then manually edit each employee to enter this information. ACA 1095 REPORTING 5

6 Importing Employees - Part 2 Before you can import your employee information, you will need to map the columns in your Excel spreadsheet to the fields in the ACA 1095 Reporting database. This is done by clicking the Map Fields button on the Import screen. The following screen is used to map your columns in your Excel spreadsheet. On the mapping fields screen, there is a list of all fields that you can import data into. Some of these are marked required and you MUST specify a column for these fields. You can also enter default values for City, State, and Country and the default values will be assigned to all employees. ACA 1095 REPORTING 6

7 Importing Employees - Part 3 After you've entered the columns from your Excel spreadsheet, you can verify that you have the correct columns assigned to each field by clicking the Check Field Mapping button. When you do this, you will need to select your Excel file and it will display the data on the right side of the screen that it finds in those columns. You can use the buttons at the top right of the screen to skip through each row in your spreadsheet to verify the field mapping. ACA 1095 REPORTING 7

8 Importing Employees - Part 4 Note that there is also an option to enter the number of Heading Rows (labels) that are in your Excel spreadsheet. If you enter 2, for example, the first 2 rows will not be imported. Do not count rows that are blank as heading rows since these will be skipped automatically if they are at the top of your spreadsheet. When you have mapped your fields and selected your defaults, just click the Import button to import your data. ACA 1095 REPORTING 8

9 Importing Dependents - Part 1 Importing dependent data is very similiar to importing employees. You must map your Excel columns to the fields in the ACA 1095 Reporting database, enter the number of Heading Rows in your spreadsheet, and select your Excel file. NOTE - The only important thing to understand is that there MUST be a way to link the dependents data with the employee and this is done by the Employee ID. The employee ID entered for the employee must be also entered for each dependent row in your spreadsheet. ACA 1095 REPORTING 9