Here are the basic steps to creating a batch to either print the forms yourself, or submit for a fulfillment service option (or click here for a step-by-step guide with screenshots):

  • Home screen-> Batches/Workflow-> ACA-> Select form type-> OK.
  • Main ACA Batch screen (form type and year will display at the top).
  • Click on the “Workflow” link to ensure all of your Employers (Companies) are listed as “Yes” for “Resp for.” You will not be able to add an Employer (Company) to a batch if “No” is listed.
  • Return to the main ACA Batch screen.
  • Click on “Create New Batch”.
  • Enter your batch name.
  • Click on “OK”.
  • You are now on your batch screen.
  • Click on “Add Companies” to add companies to your batch.
  • Check the box(es) next to the company(ies) you would like to include in your batch.
  • Click on “Add”.
  • Your company(ies) has now been added.
  • You may go ahead and print your forms at this point for all company(ies) in your batch by checking the box next to “Print”.
  • If you would like to submit your batch to for fulfillment, your batch will need to pass all edit checks. Click on the yellow triangle in the “Error” column to run edit checks for your company.
  • Once your batch passes all edit checks, click on the unlock symbol next to “Lock”.
  • Check the box next to “E-File” or “Fulfillment”.
  • Choose the fulfilment service option(s):
    • E-File = will e-file your forms in your batch to the IRS;
    • Fulfillment = will print/mail the forms to the Employees in the batch.
  • Agree to the charges.
  • Submit for fulfillment.
  • Your batch will now reflect as “Pending”.
    • Pending = has received your batch submission;
    • In Process = the IRS has received your submission (if the “In Process” date is on or before the filing deadline, the forms in the batch are considered timely filed);
    • Completed = the IRS has completed the processing of your batch.
  • The entire process, from start-to-finish, for your batch to change from “Pending” to “Completed” should be around 4-5 business days during non peak season.

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