The Possibility Perspective

Are you ready to take the stress out of ACA compliance? 

In this episode, Colleen O’Brien-McFall is joined by ERPA experts Heather Williams and Beth Granozio to explore how Workday can make compliance with the Affordable Care Act easier and more efficient than ever before. 

They discuss best practices for setting up Workday’s ACA reporting features, including how to handle 1094 and 1095-C forms. You’ll learn about the importance of calculated fields, the benefits of using Workday’s IRS connector, and how to manage both federal and state filing requirements to ensure accurate and timely submissions.

In this episode, you’ll learn about:
  • How Workday’s ACA reporting tools streamline the process for 1094 and 1095-C forms
  • Best practices for managing federal and state ACA filing deadlines
  • How to effectively use Workday’s IRS connector to simplify ACA filing

Things To Listen For:
(00:00) Intro
(01:47) Meet experts Heather and Beth
(03:25) Exploring ACA resources and reports
(05:53) ACA company configuration and rules
(12:17) Effort levels for ACA reporting
(15:30) Tips for ACA configuration and validation
(20:14) Federal filing process and dates
(30:43) State filing requirements and solutions

Resources:

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[00:00:00] Beth Granozio: Workday also provides us with a 100% complete in total get out of jail free card, which is you have complete control over the data on your 1094 and 1095 forms. You do have the ability to override every single field on the 1094 and 1095 forms.

[00:00:21] Jeff Miller: Hello, friends. I'm Jeff Miller from ERPA, and you're listening to The Possibility Perspective, the show where we talk to your strategic minded Workday customers who partner with ERPA for a better Workday experience.

[00:00:36] Colleen McFall: Hello, friends. Go afternoon. My name is Colleen O'Brien-McFall from ERPA. Thank you all so much for joining. ERPA supports customers throughout their entire life cycle on Workday with implementation services, application support, private to public cloud, tenant migration, and so much more. Customers are always telling us they love our integration warranties, our flexible approach that meets their changing needs, and especially our named resources.

[00:01:09] Colleen McFall: With ERPA, you always know who you're working with on every project, rather than submitting a ticket that goes to the next available stranger who's unfamiliar with your tenant setup and configuration. But today is all about Affordable Care Act. As you browse our table of contents, our goal today is to show you helpful information that will be provided by Workday, our community related to ACA, as well as the level of work you can expect.

[00:01:38] Colleen McFall: We'll also have some data review, tips and tricks to share, and we'll end the federal and state filing. What's in store for you? Today is a rich discussion by two of our seasoned experts, ERPA’s own Heather Williams and Beth Granozio. Alright, I'll read it to you two to take it away.

[00:01:59] Heather Williams: Okay. Hello everybody. My name is Heather Williams and I am an HCM architect here at ERPA.

[00:02:06] Heather Williams: I have been with ERPA about a year and a half, but I have been in the Workday ecosystem about 12 and a half years, primarily doing benefits. But in addition to being certified in benefits, I'm also certified in HCM, core Compensation, advanced Compensation, and Project Management. And before I worked in the Workday ecosystem, I worked with PeopleSoft and other systems in the ERP arena.

[00:02:33] Heather Williams: So I've got a lot of experience with ERP and benefits. So, Beth,

[00:02:38] Beth Granozio: thanks Heather. My name's Beth Granozio. I've been with ERPA about two and a half years now. Certified in the Workday as a Workday implementer for 11, and in the ecosystem working with Workday for 13. So I started on the client side. As benefits is my major area of focus.

[00:02:58] Beth Granozio: I'm also a generalized HCM architect at ERPA, certified in HCM talent, performance people experience, as well as benefits. So really excited to talk to you guy about ACA today and the things that we've learned over the years and impart some of that knowledge to you to get you ready in thinking about the year to come.

[00:03:24] Heather Williams: Okay. Um, so regardless of your experience level, there is a lot of good information on community around ACA. So we're gonna take a look at what's available to you. But we're gonna take a look at what is available to you on community as far as available resources. So our first link that we have out here is the FAQs for the Patient Protection and Affordable Care Act.

[00:03:44] Heather Williams: This is just a lot of good information about how Workday is determining who is going to get a form, who is a full-time employee. How is Workday determining all the information that it uses to fill out and complete your 1094 and 1095-C forms? Another good resource here is our ACA reporting features FAQs.

[00:04:04] Heather Williams: This one is specific to the 1094, 1095-C forms. Um, it gives you some good information about the mandate for ACA, what are the Affordable Care Act features? So it does give you a little bit information about some of the other features that are in in Workday in addition to the 1094 and 1095-C reporting.

[00:04:22] Heather Williams: So you can click each one of these and you can see a lot of these also have links in them that will lead you to other helpful information. This one is really good. If you are planning on doing your ACA reporting yourself, this is a step-by-step guide of everything that you need to do to set up your ACA forms for your 1094 and 1095-C reporting.

[00:04:43] Heather Williams: And again, you can see as you scroll down through this one, you have additional links that you can click and you could open into a new tab. And each one of these is going to give you additional detailed information of things good you need to do to complete your configuration. Here is the 1095-C Form code reference.

[00:05:01] Heather Williams: This is a very handy tool to help you determine how Workday is creating each one of the codes that it puts in each one of the lines on the ACA forms. It does link you to the IRS link that tells, you know, this is what Workday is using directly from the IRS to determine what those codes are using. So it's, it's using the IRS guidelines to determine that, but this just gives you information about what each one of the codes means for each one of the lines, so you can determine on your own, or whether with your broker or your legal counsel, if the codes at Workday is determining are the codes that are right for you.

[00:05:37] Heather Williams: And then finally there is the Affordable Care Act checklist, which is again, a great guide that has a lot of information in it about how to do everything step by step, and the guide that you need to prepare yourself for the ACA configuration for each year. And next we're gonna move on to how is Workday going to decide who gets a 1095-C form?

[00:05:59] Heather Williams: So here are the three main categories of who is going to get a form a 1095-C form, and Workday First is gonna be your full-time workers. These are going to be your workers that have scheduled weekly hours of 30 or more since that is the IRS standard. Another group of workers who's going to get a form is your part-time workers who qualify as ACA eligible during the calendar year.

[00:06:20] Heather Williams: So if you are using Workday's measurement feature to determine somebody who should be ACA eligible and offered medical coverage, if they are ACA eligible, they are gonna receive that form. And finally, another group of workers that will receive a form is your part-time workers who are offered medical coverage.

[00:06:37] Heather Williams: So if you go above and beyond the IRS standard of 30 hours and say you offer coverage to workers who work 20 hours or more, those workers will also receive a 1095-C form because you are offering them medical coverage. So now Beth is gonna talk to you about your ACA company configuration and what settings are right for you.

[00:06:56] Heather Williams: So, Beth, take it away.

[00:06:58] Beth Granozio: Absolutely. Thanks Heather. So if this is your first year using Workday to file your 1094, 1095 reporting requirements, you may have some questions around things like what type of certification of eligibility did we file under previously? If you don't have that information readily available to you.

[00:07:20] Beth Granozio: Or did we use a safe harbor? In the process of our filing here on the prior year's filing form, it is going to show you on that 1094 form under field 22, if the qualifying offer method was used for a certification of eligibility, or if you use the 98% offer method. For that certification of eligibility for the filing year, or if you did not actually file, leveraging a certification of eligibility that's easily identified, if you can find a copy of a prior submitted 1094-C form.

[00:07:58] Beth Granozio: Also, your brokers typically can recommend the settings on here for your current filing year. So if you file out of Workday in prior years, you can view the ACA company configuration from a prior year. To check the settings for your certification of eligibility, or you could check your prior year filing forms if in fact you did it from another system.

[00:08:21] Beth Granozio: Another item that there's typically a lot of question around is if you file leveraging a safe harbor. So if we take a look on the next slide, there's some hints around how to investigate and see what safe harbors you may have filed under in prior plan years. So when a safe harbor is used for a population in filing, those values are shown when an individual chooses to waive coverage when it's offered to them.

[00:08:53] Beth Granozio: Those values appear in line 16 on the 1095-C form. If a person waives coverage and there's no value in line 16, that means no safe harbor has been applied for the reporting requirements for that year. If there is a code, when the employee waives the coverage, it's going to be one of the four codes that we're showing on this slide above two E, two F, two G, or two H, and each one of them indicates a distinctive safe harbor filing.

[00:09:27] Beth Granozio: Now with Workday, it does allow you to slice and dice your population so that various safe harbors apply to different portions of your population. Say you use a W2 safe Harbor for your salaried employees, but for your hourly employees, you wanna apply a rate of pay Safe harbor. You would be able to identify that on the individual forms with the varying codes from a prior filing year.

[00:09:56] Beth Granozio: Alright. Once we decide on that filing, it's quite easy to move forward and check out the information you have. Workday provides a 1095-C form recipient data report. That report. Once you generate your data for the tax year that you are reporting on, we'll provide you in an Excel format. Every individual who is getting a form and the values in each and every individual block on their form, in a manner in which you can filter those forms and check out that data.

[00:10:38] Beth Granozio: Workday also provides us with a 100% complete and total get out of jail free card, which is. You have complete control over the data on your 1094 and 1095 forms. Workday provides the information based on the system processing that it has done during the tax year. If you disagree with any of that information or have additional backup where manual workarounds were used, you do have the ability to override every single field on the 1094 and 1095.

[00:11:12] Beth Granozio: Forms that view 1095-C form recipient data report aligns exactly with the EIB format to update the existing forms. What those are is. Essentially you have all of the data populated in anything you want to change. You would alter on that EIB template and upload it into the system. It would alter the data on that individual's 1095 form without touching your production data in Workday on the deck, we do have embedded links to the EIB samples for updating when you have a single company update on your filing.

[00:11:56] Beth Granozio: Also an example, if there are multiple companies involved that you're updating with the same EIB, both of those provide you links into community where you can see those samples at those places within communities so that you have those additional details. Again, community is your best friend with the guidance on this.

[00:12:17] Beth Granozio: The next thing that people usually start to wonder about when it's ACA time is how much work is this actually going to be?

[00:12:28] Heather Williams: Well, we have used our experience to classify the level of work into a high, medium, and low effort. So let me show you some examples here. Okay, so first are high effort. Our higher level of effort is really gonna be when the data that you need to populate your forms to populate them correctly is not found in Workday.

[00:12:49] Heather Williams: There are some various reasons for this. Could be that maybe your medical history was not loaded, or you have significant gaps. Um, maybe you went live with Workday last year, and you weren't able to get that history information into Workday. This can be a high level of effort, but again, like Beth said about the EIB, you have that ability to download that information and then upload that information into Workday using the EIB.

[00:13:13] Heather Williams: So if you don't have the history there to support the forms, you can put that information back into Workday using that EIB. Another reason why it might be a high level of effort is your benefits are handled by a third party, but they're not gonna do their the filing for you. And so you need to get that information into Workday so that you can do your filing out of Workday.

[00:13:32] Heather Williams: Again, you can load that information back up using the EIB. That is significant effort to review that information and get it back into Workday. Um, another reason why it might be a high level is that you have an acquisition during the year and you're gonna be responsible for doing the forms for that acquired population, but you don't have that information in Workday.

[00:13:53] Heather Williams: So you obtain that information from their prior system, and then you load that into Workday. Next for our medium level of effort. So our medium level of effort, if you have a lot of FEINs or ALE groups for your filing, because each entity has to be filed separately, that's gonna be a little bit more effort than some other projects.

[00:14:11] Heather Williams: So if you have, you know, probably four or five or more F FES or ales, um, that's gonna be more effort than it will be for a smaller company. If you have benefit processing issues leading to some significant data updates, for some reason, um, not all of your information is there that you had some system limitations of, of why the history information might not, might not be in Workday for this current year.

[00:14:33] Heather Williams: That's gonna be a little bit more effort than some others. And finally, if you have a large Cobra or external population that you need to load into Workday, such as if you have a lot of retirees, for instance, or other external participants that you need to load their information into Workday, that's gonna be some effort.

[00:14:50] Heather Williams: Finally, for our lower level of effort, if you've used Workday in the past to do your filing, it's very easy to copy the information from the previous year and just put it in for the new tax year if you've got your clean historical benefits data. So you, again, you've been live on Workday for a while, so your population is populating their changes and their hires and job changes and qualifying life events into Workday.

[00:15:14] Heather Williams: And then also if you have three or fewer separate FEIN or a OE groups, again, your level of effort is going to be lower. And at this point, I'm going to turn it over to Beth, who is going to give you some more tips on your configuration and how to review your data.

[00:15:30] Beth Granozio: Alright, so there are a few gotchas in configuration that I'd like to call out to you, as well as some tips for getting through the form validation itself.

[00:15:41] Beth Granozio: We'll start with the configuration side. The eligibility rules that evaluate the data in the forms that are produced. The issue that we wanna call out there is that those fields only evaluate your data as of the current date. So if you are trying to tune in or tune out a population from your 1094, 1095 processing, say.

[00:16:10] Beth Granozio: You have student workers that you don't file 1095 forms on, or individuals that may go from a regular employee to a temp and you don't file your 10 90 fives on your temporary population. If you tune out that population using an eligibility rule, it's going to tune those forms out or not produce forms for everyone.

[00:16:35] Beth Granozio: Who is that status? As of the day that you generate the forms, it does not go back and historically look at, was this person eligible for a form in any month of the tax filing year to, no, to tune them in or tune them out. With this in mind, what we have done historically is create calculated fields to evaluate the employee data as of each month of the tax year.

[00:17:03] Beth Granozio: To accurately define. Either tuning rules or safe harbor rules. Another thing to keep in mind here is once an employee is terminated, a lot of fields no longer populate in reporting, so you lose the ability to populate easily full-time or part-time. Employee type organizations that employees were members of the company that they were in.

[00:17:29] Beth Granozio: Therefore, we strongly recommend the use of some calculated fields in that to ensure that you're evaluating the worker for those rules for the entire tax year. As you can see here, those are those values, hire date, original hire date, termination date, rehire time type, employee type. So what we recommend is the calculated fields in order to return that information.

[00:17:55] Beth Granozio: If we look at this, we have some examples within our deck where we're showing you how those calculated fields are built. In general, we use things like build date, look up value as of date, and true false calculated fields in order to return the value as of each month or the beginning of each month of the tax year for an accurate definition of those eligibility rules.

[00:18:24] Beth Granozio: Our next slide is an example of a build date slide here. Essentially what we're doing is we're building a date for each day of the month and for the last day of the year to look at the values as of those dates. So you would have a build date to look at the value of the first day. Of or hard code December 1st of last calendar year, February 1st of last calendar year, and you would leverage those to pull back the information as of each one of those dates.

[00:18:56] Beth Granozio: If we take a look at an example of a lookup value as of date, what we're then doing is looking up the value of the field as of each of those dates that we had built. First of each month of the prior year for the tax reporting that we're doing. We would build up, look up the value as of January 1st of last year, February 1st of last year, March 1st of last year, and ongoing to return what their employee type as of each month.

[00:19:30] Beth Granozio: And if they were regular any month of the year and you wanna treat them that way for the entire year, you can see that. Within any of the month is true, then the rule would apply. The last item on here. Is that kind of true false? Where we would be saying, if this value were true as of each of the months of the year, then return the eligibility for the entire year.

[00:19:59] Beth Granozio: So if the Safe Harbor should apply to people who were salaried any day of the year, then if the salaried comes back for one month in the year, you would be applying that safe Harbor eligibility rule. So now that we have our information looked at and reviewed, it's now time to do our federal filings. So on our federal filings for this year.

[00:20:29] Beth Granozio: Heather's going to review some of the dates with you and get you going there, Heather.

[00:20:36] Heather Williams: Okay, thank you Beth. So Workday has a very, as a deliberate, very robust process for the ACA federal filing. So we're gonna take a look at that. So first off, we're gonna show you some important dates if you are filing by paper, which you're probably not gonna be doing because Workday does have the, um, electronic filing solution available to you.

[00:20:57] Heather Williams: But if you are providing the IRS with paper forms, and this is just for the IS. Not for the employee forms, but if you're doing the IRS forms by paper, your deadline is February 28th. We don't display that date on here because we assume that you are here because you wanna know about the electronic filing.

[00:21:14] Heather Williams: But if you are sending paper forms out, your form mailing deadline is March 2nd. If March 2nd should ever happen to fall on a weekend, it was going to be the first business day after March 2nd, but March 2nd is Monday this year, so March 2nd will be your deadline. Just keep in mind that actually in 2024 Congress passed House Bill 3797.

[00:21:35] Heather Williams: We've got a link to that here in our deck as well, so that you can take a look at that. But this is the Paperwork Burden Reduction Act, which means that you do not have to send paper forms. To employees unless, or to your participants, unless they request one. It's a good idea to send your paper forms to your terminated employees, especially if they are not going to have access to Workday to download forms.

[00:21:58] Heather Williams: But a lot of companies do give their terminated employees access to Workday to download forms after they have terminated. So if you do that, you don't need to send paper forms even to your terminated workers. But if those terminated workers don't have access to Workday, Workday does give you a great option for how you can send those forms to your terminated workers.

[00:22:19] Heather Williams: You're able to separate those terminated workers out into a separate form, a separate file, and you can just download and print those specific forms for your terminated workers and send those out just to them. And then finally for our electronic filing deadline with the IRS, that is March 31st, 2026. So you'll need to make sure that you have sent your, um, electronic filing before that date.

[00:22:43] Heather Williams: As far as that integration goes, so the, the actual electronic connector to Workday, Workday does offer an IRS connector. It is due out this weekend into your production tenants. It was delivered to preview on January 2nd, but with your regular, um, scheduled updates this weekend, it should go into your production and sandbox tenants, so you'll have it available there for testing.

[00:23:07] Heather Williams: Then once it's there, you can go ahead and set up that connector in three simple steps. You don't have to have an integration expert because it's pretty simple to set up. You can always bring in somebody who is experienced in integrations if you'd like, but you can set it up yourself first. You need to create your integration system.

[00:23:25] Heather Williams: You'll just wanna give it a name, something that's very clear as far as what it is doing. You can name it something like. ACA IRS connector for your tax year 2025, and that way you can kind of keep track of each integration system year after year so that you're showing each one. And then once Workday has released the updated template, which will be again over this weekend, you'll select the ACA Information Returns 2025 template for the 2025 tax year.

[00:23:52] Heather Williams: This option is not going to appear until that release, which should be this weekend. Um, you don't need to have an ISU for this integration. If you set up an ISU, that's totally fine, but you don't necessarily need one. And then once you have created the integration, you are going to see an error. But don't be worried or alarmed about this error.

[00:24:11] Heather Williams: You just have one more step to complete your process, and the error does provide really great direction on what you need to do. It does tell you that before you start, you'll wanna review the electronic reporting notice and from the related actions menu in your integration system, you'll select integration and then click accept ACA electronic reporting notice.

[00:24:33] Heather Williams: Also, one thing to keep in mind is if you are using a third party for your process, they may have earlier deadlines than the IRS deadlines, so you may need to get them the information to those third party providers earlier so that they can process your information and then running the integration connector.

[00:24:50] Heather Williams: The integration has to be run separately for each of your FEINs or ALE groups for which you're doing your filing. The integration provides three different run modes. So the first mode is to validate without sending. This is sort of limited validation, but it does give you some information for the fit and format of certain fields.

[00:25:12] Heather Williams: It's not gonna validate codes on the form, it's. Not gonna validate name and, and SSN, um, matching with the IRS, but it is gonna let you know if you have fields that are over the IRS limit of 35 characters. It'll let you know if you've got some missing information. So you'll always wanna run it there first, just so that you have that information and can correct anything, um, as much as possible before you send it.

[00:25:35] Heather Williams: Once you have cleared up any of those errors and you've cleaned up all of your data, you're ready to send the data. So that is the second mode, and this is actually gonna transmit that data to the IRS. S once you've sent your data, then you can come back in a few days later and check your status. So this is gonna go out and sweep the IRS server and import the information that the IRS has has audited, and send it back to you in Workday.

[00:26:01] Heather Williams: And as far as checking that status in Workday. So once you run this in that check status mode, the ACA transmission report is going to allow you to drill down and see the information on your forms in Workday. So once you run that status, you get in the ACA transmission report, you can click the View Integration Event button.

[00:26:20] Heather Williams: That's gonna lead you to some more information in Workday. So in this example that we have here, this is before it's been sent. So here you have your records not sent count. Once you do that, send data, it's gonna move everything into the processing counts. And then once you are checking your data. You're going to start seeing information come back in, in your various statuses here for your accepted with no errors count.

[00:26:44] Heather Williams: Hopefully most of your, um, information comes back with your accepted with no errors. The IRS says, these are good, no further action is needed. Then you have your accepted with errors count and rejected count. Each one of these, once you have, um, brought your data back in and you've, um, run this into your check status mode, each one of these is going to be drillable.

[00:27:05] Heather Williams: So if you have things that come back with accepted with errors count, you'll be able to click on this number, see who is accepted with errors, see who is rejected, and then you can start digging into the different errors that you have and see about correcting your data. When you initially send your data, it's probably good to wait probably at least three to five business days before you come back in and check your status.

[00:27:28] Heather Williams: It takes a few days for that to get processed, and depending on when you send your data, might be a slightly busier time for the IRS, so don't be worried if it doesn't come back right away. Give it a few days and check your status. And once you have gotten your accepted with errors in your rejected count, that is when you can go back in and review that data and make your corrections.

[00:27:49] Heather Williams: You can use that same EIB that we use to, you can use to load your external data or override any of your information to then use that EIB to load corrected data. Back into Workday. So you'll load your corrected data back into Workday and then you'll resubmit it and send it to the IRS again. And hopefully that will take care of any of those errors.

[00:28:10] Heather Williams: So once they have been corrected, you know it is gonna have that correct. You know, for any of your accepted with errors count, it will show those corrected errors. If they're rejected, it's not gonna show them a correction status necessarily, but it is going to go ahead and process that information. And then kind of our most important note here, once you have transmitted your forms.

[00:28:29] Heather Williams: Whether that's the original or the correction, please make sure that you come back in and check your status and you run everything in that check status mode so you can get everything moved through correctly. And also, just keep in mind that as far as those errors are concerned, just do your due diligence in trying to correct as much as possible.

[00:28:48] Heather Williams: If there's something that you just can't track down, as long as you've done your due diligence and you've tried to track it down and you've tried to get that information, you've done your due diligence and you've done your job. So first we're gonna talk a little bit about some of the errors that we have.

[00:29:02] Heather Williams: So some common errors that we do see come back from the IRS is field length. But remember when you run it in that validation mode and you'll get some of those field length errors outta the way. Sometimes they still come back, but field length errors are fairly common. Missing field data is another common error that comes back.

[00:29:19] Heather Williams: Maybe we don't have a SSN or some information for an A dependent, or maybe there's, um, some other missing information on a dependent like an address or something else. Another very common error is the SSN or name mismatch, that a social security number or a name that is in Workday for a, an employee or a dependent doesn't match what the IRS has on file.

[00:29:43] Heather Williams: Another common error that we see is our 1094 count errors. You'll wanna ensure that the counts on your 1094 form match the counts for the 1095-C forms that you submitted. There is a process that you can go through to make sure that those counts match. Then finally code agreement errors where maybe an example for this is where the code that's in line 14 requires the lowest cost to be populated in line 15 and it's not.

[00:30:10] Heather Williams: So these are some of the things that we see come back.

[00:30:13] Beth Granozio: And Heather with that, if it's actually, if you are self-insured, it could be information or the SSN mismatch on one of your dependents, your covered individuals. We have been successful at times in the past blowing away the social security number for the dependent on the form, populating their date of birth instead and resubmitting in order to clear out some of those errors.

[00:30:37] Beth Granozio: So that's one of the opportunities when we're seeing some of those and it's on the dependents undercover individual.

[00:30:43] Heather Williams: Okay. Well now Beth is gonna talk to us a little bit about ACA state filing.

[00:30:48] Beth Granozio: Alright, so various individual states have individual filing mandate as well from the west coast to the east coast.

[00:30:56] Beth Granozio: Let's take a look at it and review your population for state filing requirements. We've got our state filing deadlines listed here the way they are for the 2025 filing tax year. California's deadlines are, the distribution to employees is by February 2nd and their state reporting filing electronically.

[00:31:20] Beth Granozio: Deadline is March 31st, lining up with a federal, uh, electronic filing deadline. Now, California has said also that there is no penalty if you extend through May 31st, 2026. Massachusetts does their herd filing New Jersey files or follows the federal deadlines of the March 2nd, March 31st, mailing deadlines, as does Rhode Island, Washington DC file follows the.

[00:31:50] Beth Granozio: Mailing deadline for the Feds, but they give a month extension on the electronic act filing within Washington DC on that state filing. What we recommend is it's customary that if an individual lived in any of these states during at least one month of the tax year, that you would be, um, responsible for filing with that state for the tax years.

[00:32:11] Beth Granozio: So. For that, the estate that shows up on the form is their current mailing address, state not where they lived during the prior year. Those bill date lookup value as of date and true false statements to see if they lived in one of the individual mandatory filing state for any month of the year during the tax year can be leveraged here to see who you really need to file individual state filing for.

[00:32:39] Beth Granozio: For individual state filing, Workday does not actually deliver a solution for that. You can leverage Workday, particularly with customer reporting in order to get the filing information together. What Workday does offer is an integrated solution with some of Workday's software partner firms. Some of those firms are Trusaic,

[00:33:02] Beth Granozio: Experian, which some of you may known as the artist formerly known as CIC Plus, along with ADP. What that allows for is a pass through for those partner firms to pull out the ACA form data. It only lets them into the form. Data area of Workday from a security perspective, they pull down your data that you've created within Workday and use that, reformat it and leverage it in order to prepare for your state filings for each of your states.

[00:33:37] Beth Granozio: So that's more of the automated solution. Anything else would require custom reporting on that. With that, I believe we're going to move into a short q and a session. We did have one question come in, which was, if HRA isn't offered, does Workday automatically populate the age on the firm? Workday does, and in fact, based on errors received in the past, the IRS is looking for that field to be populated on their connectors regardless of whether an HRA plan is elected.

[00:34:10] Beth Granozio: So we've had a lot of luck with that. Let me now go ahead and turn it over to the people who have the control over our q and a and can take us out.

[00:34:19] Colleen McFall: Thank you so much, Heather, for looking after that as well as Beth. Really appreciate all of that. And if we peek over to the next slide, you'll see on this slide that ERPA is a Workday partner, but we're also an AWS partner.

[00:34:34] Colleen McFall: This slide here says that if your organization wishes you can. Use AWS Marketplace to streamline your experience, transacting your services with ERPA. It's just an option, and it's not your only option with ERPA. Use it if it only makes sense, and if it's only more convenient for you. Thank you again, Heather and Beth, and this next slide shows how to get in touch with us, reach out to us if you wanna chat or follow up with any questions whatsoever.

[00:35:04] Colleen McFall: Thank you all again and have a. A great rest of your day.

[00:35:09] Jeff Miller: Thanks for listening to The Possibility Perspective. If you'd like to talk to ERPA about what's next in your Workday journey, be sure to visit ERPA.com.