Details

    • Type: Support Activity
    • Status: Closed
    • Priority: Medium
    • Resolution: Done
    • Labels:
      None
    • Support Task Type:
      ACA IRS Report
    • Environment:
      Production
    • Company:
      Ken-Ton
    • Categories:
      ACA
    • Reported by:
      Client

      Description

      NA

        Attachments

          Issue Links

            Activity

            smita.pawar Smita Pawar (Inactive) created issue -
            smita.pawar Smita Pawar (Inactive) made changes -
            Field Original Value New Value
            Link This issue clones WT-12484 [ WT-12484 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Description All companies are linked to this Jira which will get processed for IRS submission in year 2018
            smita.pawar Smita Pawar (Inactive) made changes -
            Company All Clients/Multiple Clients [ 18434 ] Ken-Ton [ 10483 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Tracy Kot [ tkot ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - the lowest monthly cost Ken-Ton plan for the period January - June 2017 is $374.00 and for the period July - December 2017 is $377.74. Could you please put that into the system and run their forms? Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - the lowest monthly cost Ken-Ton plan for the period January - June 2017 is $374.00 and for the period July - December 2017 is $377.74. Could you please put that into the system and run their forms? Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Ramya Tantry [ ramya.tantry ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have created a new 1095C report "2017 1095C" with same customization as previous 1095C report.

            To reflect the costs as per your request we have made following changes.
            We have created two class wise rules under ACA Customization->ACA 1095C Class Wise Configuration.
            1. 01/01/2017-6/30/2017 for Eligibility rule "Employee" as this rule is selected on 1095C report with cost $374.00
            2. 07/01/2017-12/31/2017 for Eligibility rule "Employee" with cost $377.74

            We have run the report "2017 1095C" with Apply classwise configuration flag as "YES".

            Employees will have cost $374 from Jan to June and $377.74 from July to Dec.
            However these cost are irrespective of the plans.

            In ACA Customization,there are plans whose employee cost is set.These are not considered for current report.
            In case if plan wise costs are to be considered, please provide the data of plan and cost in below format.

            Plan Name Jan-June Cost July-Dec Cost

            We need to do additional coding if plan wise and month wise costs are to be applied.

            CC:Nandkumar Prabhakar Karlekar,Smita Pawar,Kumar Chhajed

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , We have created a new 1095C report " 2017 1095C " with same customization as previous 1095C report. To reflect the costs as per your request we have made following changes. We have created two class wise rules under ACA Customization->ACA 1095C Class Wise Configuration . 1. 01/01/2017-6/30/2017 for Eligibility rule "Employee" as this rule is selected on 1095C report with cost $374.00 2. 07/01/2017-12/31/2017 for Eligibility rule "Employee" with cost $377.74 We have run the report "2017 1095C" with Apply classwise configuration flag as "YES". Employees will have cost $374 from Jan to June and $377.74 from July to Dec. However these cost are irrespective of the plans. In ACA Customization,there are plans whose employee cost is set.These are not considered for current report. In case if plan wise costs are to be considered, please provide the data of plan and cost in below format. Plan Name Jan-June Cost July-Dec Cost We need to do additional coding if plan wise and month wise costs are to be applied. CC: Nandkumar Prabhakar Karlekar , Smita Pawar , Kumar Chhajed
            ramya.tantry Ramya Tantry (Inactive) logged work - 28/Dec/17 07:52 AM
            • Time Spent:
              4h
               

              Analysis
              Verify ACA Customization
              Run report
              Test sample PDF
              Analysis report verification

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 4h [ 14400 ]
            Worklog Id 98227 [ 98227 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            smita.pawar Smita Pawar (Inactive) logged work - 28/Dec/17 01:59 PM
            • Time Spent:
              0.25h
               

              Internal discussion

            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 4h [ 14400 ] 4.25h [ 15300 ]
            Worklog Id 98384 [ 98384 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - client has approved their forms; please re-run final. thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - client has approved their forms; please re-run final. thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Jennifer Leugers,

            This group has been run. Please download latest run as per below report for verification.

            Report Name Run details Remark
            2017 1095C 1/16/2018 1:42:39 PM Observation:A.Qualifying Offer Method-No,D.98% Offer Method-No

            Thanks,
            Revan

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers , This group has been run. Please download latest run as per below report for verification. Report Name Run details Remark 2017 1095C 1/16/2018 1:42:39 PM Observation:A.Qualifying Offer Method-No,D.98% Offer Method-No Thanks, Revan
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Jennifer Leugers [ jennifer.leugers ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Time Spent 4.25h [ 15300 ] 6.25h [ 22500 ]
            Worklog Id 100636 [ 100636 ]
            revansiddha.gaur Revansiddha Gaur (Inactive) logged work - 16/Jan/18 10:00 PM
            • Time Spent:
              2h
               

              Eligibility process run & report run , verification,reply.

            revansiddha.gaur Revansiddha Gaur (Inactive) logged work - 17/Jan/18 10:00 PM
            • Time Spent:
              1h
               

              tried to find out the cause of issue.

            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - could you take a look at the comparison report for this group and see if you can tell me why Dina Ferraraccio and James Ellerton were deleted? I can't decipher why from the UI.

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - could you take a look at the comparison report for this group and see if you can tell me why Dina Ferraraccio and James Ellerton were deleted? I can't decipher why from the UI.
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Ramya Tantry,

            Can you please look into the Jennifer Leugers's query?

            Thanks,
            Revan

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Ramya Tantry , Can you please look into the Jennifer Leugers 's query? Thanks, Revan
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Ramya Tantry [ ramya.tantry ]
            Hide
            ramya.tantry Ramya Tantry (Inactive) added a comment -

            Hi Jennifer Leugers,

            While analyzing the issue, we found that in ACA Customization->EIN mapping, two records were there for same EIN but different eligibility rule. Out of these two,only one is in use.
            As there were two EIN set, EIN change code, deleted these employees as they satisfy both EIN rules.
            If there would have been a report for other rule,these employees would have come in that report.

            This is not an issue on other companies,because there were proper reports created for each EIN and same rule have been mapped.

            I have deleted the EIN record that was not in use and re-run the report.
            Please refer latest run for verification.

            CC: Revansiddha Gaur,Sachin Hingole,Smita Pawar,Nandkumar Prabhakar Karlekar

            Show
            ramya.tantry Ramya Tantry (Inactive) added a comment - Hi Jennifer Leugers , While analyzing the issue, we found that in ACA Customization->EIN mapping, two records were there for same EIN but different eligibility rule. Out of these two,only one is in use. As there were two EIN set, EIN change code, deleted these employees as they satisfy both EIN rules. If there would have been a report for other rule,these employees would have come in that report. This is not an issue on other companies,because there were proper reports created for each EIN and same rule have been mapped. I have deleted the EIN record that was not in use and re-run the report. Please refer latest run for verification. CC: Revansiddha Gaur , Sachin Hingole , Smita Pawar , Nandkumar Prabhakar Karlekar
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status In Progress [ 3 ] Open [ 1 ]
            ramya.tantry Ramya Tantry (Inactive) logged work - 18/Jan/18 12:46 PM
            • Time Spent:
              3h
               

              Analysis and discussion
              report run and verification

            ramya.tantry Ramya Tantry (Inactive) made changes -
            Time Spent 6.25h [ 22500 ] 9.25h [ 33300 ]
            Worklog Id 100940 [ 100940 ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Ramya Tantry [ ramya.tantry ] Jennifer Leugers [ jennifer.leugers ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Time Spent 9.25h [ 33300 ] 10.25h [ 36900 ]
            Worklog Id 101020 [ 101020 ]
            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Trying to run the comparison from 12.27.17 to yesterday (1.17.18) and it's not rendering. Could you please run and post to the FTP site? Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Trying to run the comparison from 12.27.17 to yesterday (1.17.18) and it's not rendering. Could you please run and post to the FTP site? Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            Hide
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have uploaded the manually generated comparison report on ftp path: /users/workterraaca/ACA2018/WT-12545.
            Please find the below report name & comparison report file name.

            Report Name File Name
            2017 1095C ACA_1095C_Comparison_Report_2017 1095C_2017-12-27_2018-01-17.xls

            Thanks,
            Revan

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers , We have uploaded the manually generated comparison report on ftp path: /users/workterraaca/ACA2018/ WT-12545 . Please find the below report name & comparison report file name. Report Name File Name 2017 1095C ACA_1095C_Comparison_Report_2017 1095C_2017-12-27_2018-01-17.xls Thanks, Revan
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Jennifer Leugers [ jennifer.leugers ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status In Progress [ 3 ] Waiting for Customer Input [ 10500 ]
            revansiddha.gaur Revansiddha Gaur (Inactive) logged work - 18/Jan/18 10:00 PM
            • Time Spent:
              2.5h
               

              Report run,comparison report upload,draft reply.

            Hide
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - client has updated some employee addresses; please re-run final forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - client has updated some employee addresses; please re-run final forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            ramya.tantry Ramya Tantry (Inactive) made changes -
            Assignee Revansiddha Gaur [ revansiddha.gaur ] Smita Pawar [ smita.pawar ]
            smita.pawar Smita Pawar (Inactive) logged work - 24/Jan/18 01:47 PM
            • Time Spent:
              0.75h
               

              Analysis
              Jira updates
              Report rerun
              draft

            Hide
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have rerun '2017 1095C' report.
            Please refer latest run '1/24/2018 3:31:52 AM'to download.

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have rerun '2017 1095C' report. Please refer latest run '1/24/2018 3:31:52 AM'to download. Thanks!
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Time Spent 10.25h [ 36900 ] 11h [ 39600 ]
            Worklog Id 101866 [ 101866 ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Time Spent 11h [ 39600 ] 13.5h [ 48600 ]
            Worklog Id 102235 [ 102235 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12545 WB-47
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59225 ] WB - Workterra BenAdmin Support workflow [ 64841 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-47 WT-13526
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64841 ] WT_Support [ 65278 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] Open [ 1 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WT-13526 WB-359
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65278 ] WB - Workterra BenAdmin Support workflow [ 65402 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status Open [ 1 ] In Development [ 10007 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Status In Development [ 10007 ] Waiting for Input [ 11502 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Workflow WB - Workterra BenAdmin Support workflow [ 65402 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65803 ]
            Hide
            Prashant.samal Prashant Samal (Inactive) added a comment -

            Closing this ticket

            Show
            Prashant.samal Prashant Samal (Inactive) added a comment - Closing this ticket
            Prashant.samal Prashant Samal (Inactive) made changes -
            Resolution Done [ 10000 ]
            Status Waiting for Input [ 11502 ] Closed [ 6 ]
            Transition Time In Source Status Execution Times
            Ramya Tantry (Inactive) made transition -
            In Progress Open
            13h 4m 1
            Ramya Tantry (Inactive) made transition -
            Open Waiting for Customer Input
            27d 2h 55m 2
            Revansiddha Gaur (Inactive) made transition -
            Waiting for Customer Input In Progress
            20d 11h 23m 3
            Revansiddha Gaur (Inactive) made transition -
            In Progress Waiting for Customer Input
            2h 19m 2
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            46d 13h 54m 1
            Prashant Samal (Inactive) made transition -
            Open In Development
            2m 27s 1
            Prashant Samal (Inactive) made transition -
            In Development Waiting for Input
            1m 59s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Input Closed
            48d 22h 13m 1

              People

              Assignee:
              jennifer.leugers Jennifer Leugers
              Reporter:
              smita.pawar Smita Pawar (Inactive)
              Account Executive:
              Tracy Kot (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              8 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - Not Specified
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                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 13.5h
                  13.5h