ACA Communications Test File Creation and Submission



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Transcription:

ACA Communications Test File Creation and Submission The IRS processing steps listed in this document are an adaptation based on information found in Publication 5164 located on the IRS Forms & Publications page. Step 1: Create/Save the Communications Test Files in Skyward PaC From Pac, navigate to Human Resources > Payroll > Year End. 1. Select ACA File Communication Test and select Run. 2. Read the text carefully to understand what this utility will do. 3. Click Browse and choose a location where the two files will be created. 4. Enter your TCC Code, then click Run. Revised: 12/24/2015 Page 1 of 11 Version 05.15.10.00.07

5. When the process is complete, you will get a message indicating that two files have been created: a manifest file and a request file. Click OK. Note: Do not open these files, rename them, or edit them in any way. Revised: 12/24/2015 Page 2 of 11 Version 05.15.10.00.07

Step 2: Upload the Communications Test Files on the IRS AIR Website Navigate to the IRS AIR website. 1. From the Information Submission Services (ISS) menu on the right-hand side of the page, click AIR UI Channel Login for Tax Year 2014 and 2015 AATS. 2. You will receive a notification that you are leaving the IRS site. Click Leave IRS Site. Revised: 12/24/2015 Page 3 of 11 Version 05.15.10.00.07

3. Enter your login credentials, then click Login. 4. Select your Organization (do not select Individual), then click Submit Selected Organization. Revised: 12/24/2015 Page 4 of 11 Version 05.15.10.00.07

5. If you are prompted to choose an AATS Version, select AATS 2016. Click Submit Selected Version. 6. Under A, click Upload ACA Forms. Revised: 12/24/2015 Page 5 of 11 Version 05.15.10.00.07

7. Click Browse to locate both the manifest and request forms. The first location should indicate where the Manifest file is located. The second location should indicate where the Request file is located. 8. Click Transmit. 9. Carefully note the Receipt ID. You will need the Receipt ID to complete the processing. Click Print to print this page for your records. Revised: 12/24/2015 Page 6 of 11 Version 05.15.10.00.07

Step 3: Check the Transmission Status of the Communications Test Files on the IRS AIR Website Navigate to the IRS AIR website. 1. From the Information Submission Services (ISS) menu on the right-hand side of the page, click AIR UI Channel Login for Tax Year 2014 and 2015 AATS. 2. You will receive a notification that you re leaving the IRS site. Click Leave IRS Site. Revised: 12/24/2015 Page 7 of 11 Version 05.15.10.00.07

3. Enter your login credentials, then click Login. 4. Select your Organization (do not select Individual), then click Submit Selected Organization. Revised: 12/24/2015 Page 8 of 11 Version 05.15.10.00.07

5. If you are prompted to choose an AATS Version, select AATS 2016. Click Submit Selected Version. 6. Under B, click Check Transmission Status. Revised: 12/24/2015 Page 9 of 11 Version 05.15.10.00.07

7. Enter your TCC and Receipt ID. Click Find. 8. Note the status says Accepted. Again, note the Receipt ID. Click Print for your records. Revised: 12/24/2015 Page 10 of 11 Version 05.15.10.00.07

Step 4: Call the IRS Help Desk to Update the Form Status from Testing to Production Contact the IRS help desk for confirmation and update of the TCC and/or Form Status. Telephone Number 1-866-937-4130 (Option# 2). Be sure to have your TCC and Receipt ID handy. You must complete this step in order to move from Testing status to a Production status, which is required in order to submit your actual files later on. After this phone call is complete, the IRS will verify the files at a higher level of testing. You will receive a phone call back from the IRS telling you that everything has passed and your status has changed from Testing to Production. This completes the Communications Test process. Revised: 12/24/2015 Page 11 of 11 Version 05.15.10.00.07