Workterra BenAdminProject Type: business

Workterra BenAdmin

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  1. Workterra BenAdmin
  2. WB-457

ACA_2018_AFI (Cool Creek)

    Details

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

      Description

      NA

        Attachments

          Issue Links

          clones

          Support Activity - Support Activity WB-418 ACA Execution 2018

          • Medium - Has the potential to affect progress.
          • Closed
          is cloned by

          Support Activity - Support Activity WB-428 ACA_2018_AFI_PDP

          • Medium - Has the potential to affect progress.
          • Closed

            Activity

            Ascending order - Click to sort in descending order
            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 ] AFI [ 18418 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Account Executive Debbie Kulling [ dkulling ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - please go ahead and run this client's forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - please go ahead and run this client's forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            Could you please re verify customization on AFI (Cool Creek) company,
            As EIN mapping is not done and 1095-C report is not created.

            Thanks!!!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , Could you please re verify customization on AFI (Cool Creek) company, As EIN mapping is not done and 1095-C report is not created. Thanks!!!
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 11/Jan/18 11:27 AM
            • Time Spent:
              0.25h
               

              Customization verification
              Jira updates

            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ]
            Original Estimate 2h [ 7200 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 2h [ 7200 ] 1.75h [ 6300 ]
            Time Spent 0.25h [ 900 ]
            Worklog Id 100030 [ 100030 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            My apologies; this group is updated now and all four EINs are ready to run. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - My apologies; this group is updated now and all four EINs are ready to run. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Revansiddha Gaur [ revansiddha.gaur ]
            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Status Open [ 1 ] In Progress [ 3 ]
            Hide
            Permalink
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment -

            Hi Jennifer Leugers,

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

            Report Name Run Details
            AFI 1095C 1/15/2018 9:46:13 AM
            PDP 1095C 1/15/2018 9:53:53 AM
            PTG 1095C 1/15/2018 9:56:03 AM
            TSB 1095C 1/15/2018 9:58:25 AM

            Thanks,
            Revan
            ----------------------
            CC- Nandkumar Prabhakar Karlekar, Ramya Tantry, Kumar Chhajed, Smita Pawar, Sachin Hingole, Gaurav Sodani

            Show
            revansiddha.gaur Revansiddha Gaur (Inactive) added a comment - Hi Jennifer Leugers , This group has been run. Please download latest run as per below reports for verification. Report Name Run Details AFI 1095C 1/15/2018 9:46:13 AM PDP 1095C 1/15/2018 9:53:53 AM PTG 1095C 1/15/2018 9:56:03 AM TSB 1095C 1/15/2018 9:58:25 AM Thanks, Revan ---------------------- CC- Nandkumar Prabhakar Karlekar , Ramya Tantry , Kumar Chhajed , Smita Pawar , Sachin Hingole , Gaurav Sodani
            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 ]
            Permalink
            revansiddha.gaur Revansiddha Gaur (Inactive) logged work - 15/Jan/18 10:00 PM
            • Time Spent:
              0.5h
               

              Report run & verification

            revansiddha.gaur Revansiddha Gaur (Inactive) made changes -
            Remaining Estimate 1.75h [ 6300 ] 1.25h [ 4500 ]
            Time Spent 0.25h [ 900 ] 0.75h [ 2700 ]
            Worklog Id 100638 [ 100638 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Link This issue is cloned by WT-13113 [ WT-13113 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Link This issue is cloned by WT-13114 [ WT-13114 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Link This issue is cloned by WT-13115 [ WT-13115 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Link This issue is cloned by WT-13115 [ WT-13115 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Link This issue is cloned by WT-13114 [ WT-13114 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - forms have been approved but client made SSN and address changes so please re-run the forms. Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - forms have been approved but client made SSN and address changes so please re-run the forms. Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            We have rerun 'AFI 1095C' report.
            Please refer latest run '1/24/2018 10:41:57' PM to download report.

            Thanks!

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , We have rerun 'AFI 1095C' report. Please refer latest run '1/24/2018 10:41:57' PM to download report. Thanks!
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Waiting for Customer Input [ 10500 ] In Progress [ 3 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 1.25h [ 4500 ] 50m [ 3000 ]
            Time Spent 0.75h [ 2700 ] 1h 10m [ 4200 ]
            Worklog Id 101943 [ 101943 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status In Progress [ 3 ] Open [ 1 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Status Open [ 1 ] Waiting for Customer Input [ 10500 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 26/Jan/18 07:00 AM
            • Time Spent:
              25m
               

              Report rerun
              Verification
              Draft
              Jira Updates

            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Component/s ACA [ 10004 ]
            Description NA
            Key WT-12565 WB-144
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 59249 ] WB - Workterra BenAdmin Support workflow [ 64938 ]
            Prashant.samal Prashant Samal (Inactive) made changes -
            Categories Parent values: ACA(18524)
            Key WB-144 WT-13624
            Project Workterra BenAdmin [ 11501 ] WORKTERRA [ 10000 ]
            Workflow WB - Workterra BenAdmin Support workflow [ 64938 ] WT_Support [ 65376 ]
            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-13624 WB-457
            Project WORKTERRA [ 10000 ] Workterra BenAdmin [ 11501 ]
            Workflow WT_Support [ 65376 ] WB - Workterra BenAdmin Support workflow [ 65500 ]
            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 [ 65500 ] 0803 Copy of WB - Workterra BenAdmin Support workflow [ 65804 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Hi all - the TSB 1094C was rejected by the IRS for EIN / company name mismatch.  The EIN was changed in WT and I re-ran / re-uploaded the file and the rejection file seems to be blank when I upload into the system.  Can you please check on this?  I've uploaded the error file.  Thanks!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Hi all - the TSB 1094C was rejected by the IRS for EIN / company name mismatch.  The EIN was changed in WT and I re-ran / re-uploaded the file and the rejection file seems to be blank when I upload into the system.  Can you please check on this?  I've uploaded the error file.  Thanks!
            jennifer.leugers Jennifer Leugers made changes -
            Assignee Jennifer Leugers [ jennifer.leugers ] Smita Pawar [ smita.pawar ]
            jennifer.leugers Jennifer Leugers made changes -
            Attachment Ack_1094C-18-00340246_03-28-2018_06-13-35PM_UTC.xml [ 75506 ]
            Hide
            Permalink
            smita.pawar Smita Pawar (Inactive) added a comment -

            Hi Jennifer Leugers,

            If original transmission got rejected then we need to submit a submission with Transmission Type as Replacement.
            PFA screen shot, which displays Transmission Type is selected as Correction.[AFI correction]

            We have observed for 'Tri State Baking TSB' submission that, EIN mentioned on EIN mapping
            screen is different than on the 1095-C report because of this we need to rerun 1095-C report also and finalize it.
            To correct this we need to re-run 1095-C and 1094-C also and resubmit the submission with Transmission Type as Replacement.

            PFA document 'Steps for Correction and Replacement for steps' to Submit Replacement. Let us know, if you need any additional information. 

            Thanks,

            Show
            smita.pawar Smita Pawar (Inactive) added a comment - Hi Jennifer Leugers , If original transmission got rejected then we need to submit a submission with Transmission Type as Replacement. PFA screen shot, which displays Transmission Type is selected as Correction. [AFI correction] We have observed for 'Tri State Baking TSB' submission that, EIN mentioned on EIN mapping screen is different than on the 1095-C report because of this we need to rerun 1095-C report also and finalize it. To correct this we need to re-run 1095-C and 1094-C also and resubmit the submission with Transmission Type as Replacement. PFA document 'Steps for Correction and Replacement for steps' to Submit Replacement. Let us know, if you need any additional information.  Thanks,
            smita.pawar Smita Pawar (Inactive) made changes -
            Attachment Steps for Correction and Replacement.docx [ 75540 ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Attachment AFI Submission.png [ 75541 ]
            Permalink
            smita.pawar Smita Pawar (Inactive) logged work - 29/Mar/18 07:11 AM
            • Time Spent:
              2.5h
               

              Jira update

              Draft

              Analysis

              Discussion

            smita.pawar Smita Pawar (Inactive) made changes -
            Assignee Smita Pawar [ smita.pawar ] Jennifer Leugers [ jennifer.leugers ]
            smita.pawar Smita Pawar (Inactive) made changes -
            Remaining Estimate 50m [ 3000 ] 0h [ 0 ]
            Time Spent 1h 10m [ 4200 ] 3h 40m [ 13200 ]
            Worklog Id 110818 [ 110818 ]
            Hide
            Permalink
            jennifer.leugers Jennifer Leugers added a comment -

            Great thank you - it's been awhile since I had to do this so forgot the replacement factor!

            Show
            jennifer.leugers Jennifer Leugers added a comment - Great thank you - it's been awhile since I had to do this so forgot the replacement factor!
            Hide
            Permalink
            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
            Revansiddha Gaur (Inactive) made transition -
            Open In Progress
            		45d 5h 27m 1
            Revansiddha Gaur (Inactive) made transition -
            In Progress Waiting for Customer Input
            		17m 53s 1
            Smita Pawar (Inactive) made transition -
            Waiting for Customer Input In Progress
            		9d 12h 53m 1
            Smita Pawar (Inactive) made transition -
            In Progress Open
            		6h 16m 1
            Smita Pawar (Inactive) made transition -
            Open Waiting for Customer Input
            		9s 1
            Prashant Samal (Inactive) made transition -
            Waiting for Customer Input Open
            		39d 17h 56m 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:
              Debbie Kulling
              Votes:
              0 Vote for this issue
              Watchers:
              8 Start watching this issue

                Dates

                Created:
                Updated:
                Resolved:

                  Time Tracking

                  Estimated:
                  Original Estimate - 2h Original Estimate - 2h
                  2h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 3h 40m
                  3h 40m