At the end of each reporting year, it is recommended that you download and save the 1095C’s and 1094C’s for your records. Although they remain available in the ACA Track system for up to two years, it is always a good idea to save the copies locally as well.
• Click on the yellow Prepare Tax Returns tile
• Select tab #3 – Review and Approve 1095s • The screen will show you this years 1095C forms.
• Click on “View” under the 1095C PDF column to download the 1095C forms in PDF format; Click on the orange Excel icon under the All 1095 Report column to download the 1095C information in Excel format.
Note: Both files contain the same information in different formats
• Download all items with the status of Approved-Sent to Print or Approved-Client Printing as these items have been filed with the IRS
• The
system only lists the 10 most recent batches on a screen; be sure to select the
next page to download more batches as applicable
• Click on the yellow Prepare Tax Returns tile
• Select tab #4 – IRS Submission
• Click on “View” under the 1094C PDF column to download the 1094C forms in PDF format.
• Download all items listed with a 1094 Type of Authoritative or Corrective as these are the official filings that were submitted to the IRS