[WT-6607] ACA - 2017 City of Irvine 1095C Reports - Workterra Jira

Details

Type: Support Activity
Status: Resolved
Priority: Critical
Resolution: Done
Affects Version/s: None
Fix Version/s: None
Component/s: ACA
Labels:
None

Support Task Type:
ACA IRS Report
Environment:

Production
Reported by:
Support
Company:
City of Irvine
Module:
ACA - 2017

Attachments

Activity

Ascending order - Click to sort in descending order

Kumar Chhajed (Inactive) created issue - 23/Nov/16 09:00 AM

Ramya Tantry (Inactive) made changes - 23/Nov/16 10:02 AM

Field	Original Value	New Value
Remaining Estimate		0.5h [ 1800 ]
Original Estimate		0.5h [ 1800 ]

Permalink

Ramya Tantry (Inactive) logged work - 23/Nov/16 10:04 AM - edited

Time Spent:

0.5h

Check ACA Customization.
Set Eligibility rule set to 2016 report to EIN.
Furnish 2016 report.
Verify sample pdf's.
Verify analysis report.

Hide

Permalink

Ramya Tantry (Inactive) added a comment - 23/Nov/16 10:04 AM

Hi Jennifer Leugers,

We have run "2016 1095C for Irvine". Please refer latest run for verification.

We have changed the Eligibility rule in the existing EIN in EIN classes Mapping under ACA Customization. Please confirm the same.

CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

Show

Ramya Tantry (Inactive) added a comment - 23/Nov/16 10:04 AM Hi Jennifer Leugers , We have run "2016 1095C for Irvine". Please refer latest run for verification. We have changed the Eligibility rule in the existing EIN in EIN classes Mapping under ACA Customization. Please confirm the same. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole

Ramya Tantry (Inactive) made changes - 23/Nov/16 10:05 AM

Remaining Estimate	0.5h [ 1800 ]	0h [ 0 ]
Time Spent		30h [ 108000 ]
Worklog Id	10277 [ 10277 ]

Ramya Tantry (Inactive) made changes - 23/Nov/16 10:05 AM

Remaining Estimate	0h [ 0 ]	29.5h [ 106200 ]
Time Spent	30h [ 108000 ]	0.5h [ 1800 ]
Worklog Id	10277 [ 10277 ]

Ramya Tantry (Inactive) made changes - 23/Nov/16 10:06 AM

Remaining Estimate	29.5h [ 106200 ]	0h [ 0 ]
Worklog Id	10277 [ 10277 ]

Ramya Tantry (Inactive) made changes - 23/Nov/16 10:06 AM

Status

Open [ 1 ]

Waiting for Customer Input [ 10500 ]

Ramya Tantry (Inactive) made changes - 23/Nov/16 10:07 AM

Assignee

Ramya Tantry [ ramya.tantry ]

Jennifer Leugers [ jennifer.leugers ]

Hide

Permalink

Jennifer Leugers added a comment - 01/Dec/16 06:22 PM

Hi all - is there anyway to run the 1095C reports with different amounts for different classes? Please see below request from Irvine.

Is there any way for you to rerun the batch with the following corrections and send us the new batch?

· Correct Lowest cost plan amounts

$134.12 for EPT

$1.92 for FT

· Correct issue for 12-month EPT employees who are currently showing 2H in line 16 for Jan through May only and should be showing 2H for all 12 months

· Eliminate statements for all 12-month PT division employees (excepting David Cardon and Nikki Lovenduski)

Reviewing a batch with those corrections made would largely eliminate general group problems and allow us to focus on any other outstanding issues that will likely be more employee specific and make it easier to complete the error spreadsheet.

Show

Jennifer Leugers added a comment - 01/Dec/16 06:22 PM Hi all - is there anyway to run the 1095C reports with different amounts for different classes? Please see below request from Irvine. Is there any way for you to rerun the batch with the following corrections and send us the new batch? · Correct Lowest cost plan amounts $134.12 for EPT $1.92 for FT · Correct issue for 12-month EPT employees who are currently showing 2H in line 16 for Jan through May only and should be showing 2H for all 12 months · Eliminate statements for all 12-month PT division employees (excepting David Cardon and Nikki Lovenduski) Reviewing a batch with those corrections made would largely eliminate general group problems and allow us to focus on any other outstanding issues that will likely be more employee specific and make it easier to complete the error spreadsheet.

Jennifer Leugers made changes - 01/Dec/16 06:22 PM

Assignee

Jennifer Leugers [ jennifer.leugers ]

Kumar Chhajed [ kumar.chhajed ]

Ramya Tantry (Inactive) made changes - 02/Dec/16 03:50 AM

Assignee

Kumar Chhajed [ kumar.chhajed ]

Ramya Tantry [ ramya.tantry ]

Ramya Tantry (Inactive) made changes - 02/Dec/16 05:35 AM

Original Estimate

0.5h [ 1800 ]

6h [ 21600 ]

Ramya Tantry (Inactive) made changes - 02/Dec/16 05:35 AM

Remaining Estimate

0h [ 0 ]

5.5h [ 19800 ]

Hide

Permalink

Ramya Tantry (Inactive) added a comment - 02/Dec/16 08:52 AM

Hi Jennifer Leugers,

Lowest Cost Amounts
We need to do additional coding to handle class wise cost requests.

We need information in below format for class wise cost requests

Class1	Class2	Monthly cost

Please provide exact classes which are to be considered under FT and EPT.

EPT employees
We observed that for some employees rate type is set from June but Current rate is not set,so safe harbor cost is coming up as 0.Hence, 2H is not displayed.

When rate type is set,we consider current rate for rate of pay calculation.If Rate type is not set then we consider gross annual salary.

Please set current rate for such employees or should gross annual salary be considered in case where rate type is given but current rate is not given?

PT Employees:
Statements are generated as per eligibility rule set on 1095C report. Please select specific class and criteria for which reports are to be generated.

CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

Show

Ramya Tantry (Inactive) added a comment - 02/Dec/16 08:52 AM Hi Jennifer Leugers , Lowest Cost Amounts We need to do additional coding to handle class wise cost requests. We need information in below format for class wise cost requests Class1 Class2 Monthly cost Please provide exact classes which are to be considered under FT and EPT. EPT employees We observed that for some employees rate type is set from June but Current rate is not set,so safe harbor cost is coming up as 0.Hence, 2H is not displayed. When rate type is set,we consider current rate for rate of pay calculation.If Rate type is not set then we consider gross annual salary. Please set current rate for such employees or should gross annual salary be considered in case where rate type is given but current rate is not given? PT Employees: Statements are generated as per eligibility rule set on 1095C report. Please select specific class and criteria for which reports are to be generated. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole

Permalink

Ramya Tantry (Inactive) logged work - 02/Dec/16 08:53 AM

Time Spent:

3h

Analysis

Ramya Tantry (Inactive) made changes - 02/Dec/16 08:53 AM

Remaining Estimate	5.5h [ 19800 ]	2.5h [ 9000 ]
Time Spent	0.5h [ 1800 ]	3.5h [ 12600 ]
Worklog Id	11242 [ 11242 ]

Ramya Tantry (Inactive) made changes - 02/Dec/16 08:53 AM

Assignee

Ramya Tantry [ ramya.tantry ]

Jennifer Leugers [ jennifer.leugers ]

Hide

Permalink

peggy fiedler (Inactive) added a comment - 08/Dec/16 04:02 PM

If we eliminate PT class what happens if EE was FT Jan-March and PT Apr-Dec?

Show

peggy fiedler (Inactive) added a comment - 08/Dec/16 04:02 PM If we eliminate PT class what happens if EE was FT Jan-March and PT Apr-Dec?

Hide

Permalink

peggy fiedler (Inactive) added a comment - 08/Dec/16 04:02 PM

Ramya Tantry

Show

peggy fiedler (Inactive) added a comment - 08/Dec/16 04:02 PM Ramya Tantry

Hide

Permalink

peggy fiedler (Inactive) added a comment - 08/Dec/16 04:32 PM

$134.12 – EPT and RPT

$1.92 - ASAP, CONF, CONFEX, ICEA, IPA, IPASGT, IPEA, IPEAEX, IPMA, MGMT, NORP

Show

peggy fiedler (Inactive) added a comment - 08/Dec/16 04:32 PM $134.12 – EPT and RPT $1.92 - ASAP, CONF, CONFEX, ICEA, IPA, IPASGT, IPEA, IPEAEX, IPMA, MGMT, NORP

Hide

Permalink

peggy fiedler (Inactive) added a comment - 08/Dec/16 05:31 PM

This needs to be ran today as there due date for errors is Friday - Samir

Show

peggy fiedler (Inactive) added a comment - 08/Dec/16 05:31 PM This needs to be ran today as there due date for errors is Friday - Samir

peggy fiedler (Inactive) made changes - 08/Dec/16 05:32 PM

Priority

Medium [ 3 ]

Highest [ 1 ]

Hide

Permalink

Ramya Tantry (Inactive) added a comment - 09/Dec/16 12:34 PM

peggy fiedler

We check the eligibility of an employee for every month as per the eligibility rule.So if PT is eliminated in eligibility rule and EE was FT from Jan-March ,then EE will come up in report as he was FT and appropriate codes will be displayed for those months.

Please select specific class and criteria for which reports are to be generated.

We did additional coding for setting lowest cost amounts as per classes for this company.
We have run "2016 1095C for Irvine" report.Please refer to latest run for verification.

CC : Jennifer Leugers,Nandkumar Prabhakar Karlekar,Sachin Hingole,Samir

Show

Ramya Tantry (Inactive) added a comment - 09/Dec/16 12:34 PM peggy fiedler We check the eligibility of an employee for every month as per the eligibility rule.So if PT is eliminated in eligibility rule and EE was FT from Jan-March ,then EE will come up in report as he was FT and appropriate codes will be displayed for those months. Please select specific class and criteria for which reports are to be generated. We did additional coding for setting lowest cost amounts as per classes for this company. We have run "2016 1095C for Irvine" report.Please refer to latest run for verification. CC : Jennifer Leugers , Nandkumar Prabhakar Karlekar , Sachin Hingole , Samir

Permalink

Ramya Tantry (Inactive) logged work - 09/Dec/16 12:35 PM

Time Spent:

1.25h

Coding for classwise costs and safe harbor.
discussion
furnish 1095C report
verification

Ramya Tantry (Inactive) made changes - 09/Dec/16 12:36 PM

Remaining Estimate	2.5h [ 9000 ]	1.25h [ 4500 ]
Time Spent	3.5h [ 12600 ]	4.75h [ 17100 ]
Worklog Id	12329 [ 12329 ]

Hide

Permalink

Jennifer Leugers added a comment - 22/Dec/16 05:03 PM

Hi all - I updated the customization on this group and as I'm out of the office until Wednesday, could you please re-run these? Thanks!

Show

Jennifer Leugers added a comment - 22/Dec/16 05:03 PM Hi all - I updated the customization on this group and as I'm out of the office until Wednesday, could you please re-run these? Thanks!

Jennifer Leugers made changes - 22/Dec/16 05:03 PM

Assignee

Jennifer Leugers [ jennifer.leugers ]

Ramya Tantry [ ramya.tantry ]

Ramya Tantry (Inactive) made changes - 23/Dec/16 04:24 AM

Status

Waiting for Customer Input [ 10500 ]

In Progress [ 3 ]

Hide

Permalink

Ramya Tantry (Inactive) added a comment - 23/Dec/16 05:23 AM

Hi Jennifer Leugers,

We have re-run the report "2016 1095C for Irvine". Please refer latest run for verification.

CC:Nandkumar Prabhakar Karlekar,Sachin Hingole

Show

Ramya Tantry (Inactive) added a comment - 23/Dec/16 05:23 AM Hi Jennifer Leugers , We have re-run the report "2016 1095C for Irvine". Please refer latest run for verification. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole

Ramya Tantry (Inactive) made changes - 23/Dec/16 05:24 AM

Remaining Estimate	1.25h [ 4500 ]	0.25h [ 900 ]
Time Spent	4.75h [ 17100 ]	5.75h [ 20700 ]
Worklog Id	15133 [ 15133 ]

Ramya Tantry (Inactive) made changes - 23/Dec/16 05:24 AM

Status

In Progress [ 3 ]

Open [ 1 ]

Ramya Tantry (Inactive) made changes - 23/Dec/16 05:24 AM

Assignee

Ramya Tantry [ ramya.tantry ]

Jennifer Leugers [ jennifer.leugers ]

Ramya Tantry (Inactive) made changes - 23/Dec/16 05:24 AM

Status

Open [ 1 ]

Waiting for Customer Input [ 10500 ]

Permalink

Ramya Tantry (Inactive) logged work - 23/Dec/16 05:23 PM

Time Spent:

1h

Set eligibility rule in EIN
Furnish 1095C report.
Verify analysis report.
Draft reply.

Hide

Permalink

Jennifer Leugers added a comment - 10/Jan/17 12:03 AM

Could you please re-run this group tonight? I've run out of time today!

Show

Jennifer Leugers added a comment - 10/Jan/17 12:03 AM Could you please re-run this group tonight? I've run out of time today!

Jennifer Leugers made changes - 10/Jan/17 12:03 AM

Assignee

Jennifer Leugers [ jennifer.leugers ]

Ramya Tantry [ ramya.tantry ]

Hide

Permalink

Ramya Tantry (Inactive) added a comment - 10/Jan/17 05:33 AM

Hi Jennifer Leugers,

We have re-run the report "2016 1095C for Irvine". Please refer latest run for verification.

CC: Nandkumar Prabhakar Karlekar,Sachin Hingole,Smita Pawar

Show

Ramya Tantry (Inactive) added a comment - 10/Jan/17 05:33 AM Hi Jennifer Leugers , We have re-run the report "2016 1095C for Irvine". Please refer latest run for verification. CC: Nandkumar Prabhakar Karlekar , Sachin Hingole , Smita Pawar

Permalink

Ramya Tantry (Inactive) logged work - 10/Jan/17 05:34 AM

Time Spent:

1.5h

analysis
report furnish
Verify analysis report
draft reply

Ramya Tantry (Inactive) made changes - 10/Jan/17 05:34 AM

Assignee

Ramya Tantry [ ramya.tantry ]

Jennifer Leugers [ jennifer.leugers ]

Ramya Tantry (Inactive) made changes - 10/Jan/17 05:35 AM

Remaining Estimate	0.25h [ 900 ]	0h [ 0 ]
Time Spent	5.75h [ 20700 ]	7.25h [ 26100 ]
Worklog Id	18156 [ 18156 ]

Cathleen Harrington (Inactive) made changes - 14/Feb/17 07:45 PM

Status

Waiting for Customer Input [ 10500 ]

Open [ 1 ]

Cathleen Harrington (Inactive) made changes - 14/Feb/17 07:45 PM

Resolution		Done [ 10000 ]
Status	Open [ 1 ]	Resolved [ 5 ]

Satya made changes - 04/Nov/17 07:19 AM

Environment_New

Production [ 18442 ]

Transition	Time In Source Status	Execution Times

Ramya Tantry (Inactive) made transition - 23/Dec/16 04:24 AM

Waiting for Customer Input

In Progress

29d 18h 17m

Ramya Tantry (Inactive) made transition - 23/Dec/16 05:24 AM

In Progress

Open

59m 48s

Ramya Tantry (Inactive) made transition - 23/Dec/16 05:24 AM

Open

Waiting for Customer Input

1h 6m

Cathleen Harrington (Inactive) made transition - 14/Feb/17 07:45 PM

Waiting for Customer Input

Open

53d 14h 20m

Cathleen Harrington (Inactive) made transition - 14/Feb/17 07:45 PM

Open

Resolved

People

Assignee:: Jennifer Leugers

Reporter:: Kumar Chhajed (Inactive)

Votes:: 0 Vote for this issue

Watchers:: 5 Start watching this issue

Dates

Created:: 23/Nov/16 09:00 AM

Updated:: 04/Nov/17 07:19 AM

Resolved:: 14/Feb/17 07:45 PM

Time Tracking

Estimated:

Remaining:

Logged:

7.25h