ACA News October
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Greatland 1095 Reporting News – October 2016
1094/1095 Import Templates
Tax Year 2016 Templates – Version 1.0
We are pleased to release the first versions of the 1094/1095 import templates for the 2016 tax year. These templates are for year-end data preparation and will be available to be uploaded when the 2016 tax year version of Yearli Desktop (mid-November) and Yearli Performance (early December) is launched. Highlights of the enhanced 2016 templates include:
Data Validation: This new enhancement will validate all fields for maximum character length and format type (where applicable), reducing errors when importing data into Yearli.
Error Recognition: All new templates will automatically check for invalid data. If found, the field is highlighted and an error description is provided. This will allow you to quickly identify formatting issues and make corrections before importing your data into Yearli.
Reference Sheet: Each template will contain a reference sheet with import instructions, links to knowledgebase articles and other materials to help your data import run smoothly.
1094-C/1095-C Combination Template: This template, available for Yearli Performance, allows 1094-C data to be imported along with 1095-C forms, improving efficiency and saving you time.
Annual updates (based on IRS draft forms): All template column headings and sample data will be updated to match the most recent 2016 1094/1095 forms. If additional changes are released by the IRS, the most recent version will always be available in Yearli Performance and Yearli Desktop. Each template will contain a version number so that you can be sure you are using the most recent template.
Template Format: All templates are provided as an Excel file (.xlsm), but may be saved and imported as .xls, .xlsx, or .csv format.
Access and Download Templates Now   ►
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