What is it?
1094/1095 process details the necessary steps in order to sign up for 1094/1095 services in TempWorks for the year. This involves signing up, generating, printing and mailing the 1095-C documents, and uploading the 1094-C documents to the IRS.
*Note* You need to sign up every year for each FEIN you would like us to file.
*Note* Review the TempWorks Year End calendar, including start and end dates of all year end services, here.
How do I process my 1094/1095s?
To navigate through your 1094/1095 processing successfully, navigate to pay/bill > other > 1094-C/1095-C. Please note that you should be at the highest level of your hierarchy to encompass all entities while running through this process. Once the 1094/1095 form is opened, you will see a list of years to select from. If you do not see the current year, select the plus icon in the upper right-hand corner to add it.
If you need to add a new row, this new form will pop up so you can insert the relevant 1094 data. After you select an Employer from the drop down, the company information will auto fill from the Employer record. These fields can be modified before saving and can be modified during the 1094/1095 process if necessary.
If the current year is there, or if you've completed adding it, you can double click the row to bring you into the 1094-C/1095-C worksheet and begin the steps to generate and process them.
The 1094/1095 process requires the following 4 steps:
Once you enter in your valid email, the current years contract will pop up. This will need to be reviewed and signed electronically in order to continue with the 1094/1095 process.
The survey questions help the system know how to determine who needs a 1095-C and the proper codes that should be used. Most of this information comes directly from your insurance plan documents.
For a full break out of all of the questions and possible answers, please view the 1095 Survey Detail form.
This step consists of three sub steps.
- Click Run Init to Initialize Employees
- Import BenAdmin Files
- This involves providing TempWorks with the coverage data from the year. These files need to be imported within a specific format. For information regarding this step please review the following Knowledge Base article found here.
- Click Run to Create/Recreate 1095s
After Create/Recreate 1095s has been ran, you should review the 1095 Verification Report found on the right hand side of the worksheet. This report contains who the system determined needed a 1095 and exactly what will be printed on the 1095-C that will be printed and mailed to the employee within the IRS deadline.
Once you have reviewed the report and have no further questions for the Year End team, check this box and TempWorks will start the printing process.
*Note* Regardless of whether this box is checked, TempWorks will begin performing the 1094-C and 1095-C services on the published deadline date displayed in the Approved area of TempWorks.
What Happens Next?
The next step is uploading the 1094-C documents to the IRS within the deadline. Before they are uploaded, the TempWorks Year End team will email a copy of the 1094-C Verification Report for review.
*Note* To review the IRS instructions please click here.