2023 Reporting Year Timeline  

For the reporting due January 31st (Employers w/California Employees) or March 1st (All Employers (Non-CA Employees)). Please this as a reference unless we’ve communicated a specific timeline for unique circumstances.

ON OR BEFORE


12/22/2023


12/22/2023


12/22/2023


12/22/2023


12/22/2023


12/22/2023


12/22/2023


01/06/2024


01/13/2024


01/27/2024


01/27/2024


01/27/2024


03/04/2024


03/31/2024


 

PROGRESS


Engagement


Onboarding


Onboarding


Onboarding


Step 1


Step 2


Step 2


Step 3


Step 4


Step 4


Step 4


Step 5


Step 6


Step 6


 

RESPONSIBLE


Customer


Customer


Account Manager


Customer


Customer


Account Manager


Customer


Customer


Both of Us


Customer


Customer


Customer


Customer


Account Manager


 

ACTION


Purchase a Reporting Package


Account Activation – See Your Email


Schedule Discovery Session Call


Attend Onboarding Call – Review Data Template


Execute Service Agreement & BAA*


Populate Company Data from Onboarding Call


Request Medical Enrollment Census from Carrier**


Upload Data Template to Secure Online Account


Review 1094/1095 Forms


Approve 1094/1095 Forms


Approve/Decline Print & Mail Service


Approve/Decline State Reporting Service


Approve E-file to IRS


E-file to IRS for Customer


 

ON OR BEFORE


12/22/2023


12/22/2023


12/22/2023


12/22/2023


12/22/2023


12/22/2023


12/22/2023


01/06/2024


01/27/2024


02/24/2024


02/24/2024


02/24/2024


03/04/2024


03/31/2024


 

PROGRESS


Engagement


Onboarding


Onboarding


Onboarding


Step 1


Step 2


Step 2


Step 3


Step 4


Step 4


Step 4


Step 5


Step 6


Step 6


 

RESPONSIBLE


Customer


Customer


Account Manager


Customer


Customer


Account Manager


Customer


Customer


Both of Us


Customer


Customer


Customer


Customer


Account Manager


 

ACTION


Purchase a Reporting Package


Account Activation – See Your Email


Schedule Discovery Session Call


Attend Onboarding Call – Review Data Template


Execute Service Agreement & BAA*


Populate Company Data from Onboarding Call


Request Medical Enrollment Census from Carrier**


Upload Data Template to Secure Online Account


Review 1094/1095 Forms


Approve 1094/1095 Forms


Approve/Decline Print & Mail Service


Approve/Decline State Reporting Service


Approve E-file to IRS


E-file to IRS for Customer


 

Notes

* For new customers
** If applicable to your reporting

 

need the data templates?

Review the minimum data requirements, download the data templates and see the column category breakdown for each element.

Data Templates & More