CheckMark 1095 User`s Manual 1095
Contents
1. Open Database ette Nicka soo Albares Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db 44 Printing 1095s for Employees 1 Select the Employer you wish to print 1095 forms for 2 Select which type of 1095 form you wish to print from the Forms drop down menu 1095 B amp 1095 C 3 Select which Employee s in the list you wish to print 1095s for 4 Under the File menu select the Print Forms for Employee option 45 Chapter 8 Backup and Restore Making backups is critical in protecting your data You should always keep current backups CheckMark 1095 allows you to easily backup your data to any external source for safekeeping Backing Up Using the Backup Database Command Using the Backup Database command within the program allows you to backup a duplicate copy of the database You can restore this database in case of computer failure or to revert back to a prior database in case of error in your current database It is recommended you make current backup databases anytime you modify information NOTE Only users set with Admin privileges can backup and restore a database For more information on setting up Admin privileges see Setting up Users and Passwords on page 7 46 1 Click on the Tools menu in the upper left hand2. General information Covered Individuals Employee General Information 1 Name 2 SSN 3 Street Address 4 City 5 State 6a County 6b Zip Employee Offer and Coverage All 12 Months Jan CheckMark 1095 Software Cvomp CORRECTED OMB No 1545 2251 2015 Form 1095 C Employer Details 7 Employer Name 8 EIN 9 Street Address 10 Contact Telephone Number 11 City 12 State 13a Country 13b Zip Plan Start Month 00 Brian s Pub amp Brewery 78 9638535 56 E Morehead St 956 537 6195 Laredo TX USA 78045 14 Offer of 15 Employee Share 0 00 of Monthly Premium 16 Section 4980H Update Employee Add Employee 4 Fill in any fields that are applicable for the Employee 5 Click the Add Employee button to Save the information If any information is incorrect a pop up window will open explaining which fields have errors 33 Error _ _ CheckIMark lw 1095 Software The following errors were discovered Employer s City Must be between 1 and 40 characters Employer s ZIP Must be of form XXXXX or XXXXX XXXX Gene aay Press Cancel to go back to the set up screen to correct any errors or Continue Anyway to Save the Employee information NOTE If any field is not filled in correctly once you return to the Employee set up screen that field name will show up in Red In addition some fi
3. Chapter 6 Printing 1095s This chapter shows you how to print 1095s for the Employer and each Employee While CheckMark Inc attempts to maintain up to date and accurate tax and form information we cannot be responsible for changes or discrepancies in tax values and forms that are filed incorrectly IMPORTANT You must install the latest version of Adobe Reader to print the 1094s and 1095s forms properly Go to www adobe com to download the latest update 42 Print 1094s for Each Employer and 1095s for Each Employee 1 Select the Employer you wish to print 1094s 1094 B amp 1094 C 2 Select which type of 1095 form you want to print from the Forms drop down menu 1095 B amp 1095 C 3 Select which Employee s in the list you would like to print forms for If no Employees are selected all Employees will be included Note you can sort the Employees by Status drop down menu to group Employees as Printed Completed Validated Corrected and Void For more information on using the Status drop down menu and what each Status means see Status on page 36 43 4 Under the File menu select the Print Forms for Filing option rosea ST File Edit View Tools Sort Help Create Database Import Employer CheckMark Import Employee 1095 Software Open Database Database Manager Close Database E File Convert General to ALE Convert ALE to General New Employer Delete Employer
4. Please select the type of employee to create Employee 1095 8 Employee 1095 C J cme 24 4 The import screen allows you to select which fields are being imported Choose the fields in the same order as the text file you re importing Click the Import button after you have added all fields to the Selected Field list CheckMark 1095 Import Type in Check Vartk J 1095 Softwa re Import from Payroll or MultiLedge a Employer s Name Add All Fields gt Beever eee 5 A Look in screen appears allowing you to browse to the location where you saved your text file from CheckMark Payroll or MultiLedger 6 Select the text file and click Open All Employees will be imported into the selected Employer 25 Text File Format for Importing CheckMark Forms 1095 uses a tab delimited txt file for importing Employer Employees Each field is separated by a Tab with a Return at the end of the line before starting the next Employer Employee An example of a text file to be imported is below contain the Selected Fields Employer Employee Name Address 1 Address 2 City State Zip Power tab Max tab 44 Main St tab Ste 101 tab Fort Collins tab CO tab 80525 tab 123 45 6789 return e Ifany fields are not applicable for instance the Address 2 field a space can be used as a place holder For example Power tab Max tab 44 Main St tab space tab Fort Collins tab CO tab 80525 tab 123 45 6789 retur
5. A pop up window appears Confirm these are the employees you want to delete Delete Employee s CheckMark 1095 Software Please verify that you want to delete the following employees Cammy Albares 5 Click Confirm Delete to complete the process Filtering Employees You can use the Filter button to search for certain Employees in the list To find a particular Employee enter all or part of the name into the Filter box area at the top of the screen and click the Filter button The Filter will search for any Employees that contain those variables You can also use an asterisk to help sort groups For instance if you enter the first letter and then asterisk ex N you will receive all Employees that start with the letter N 36 Sort Employees You can sort Employees by Ascending or Descending order To select which type of sort to use go under the Sort menu at the top of the screen and choose either Sort Employees Ascending or Sort Employees Descending r E CheckMark 1095 for 2015 Sa File Edit View Tools Help V Sort Companies Ascending Sort Companies Descending 1eckMark 95 Software vV Sort Employees Ascending Sort Employees Descending Employers CK Piza LLC j Long s Peak Golf Course Update Employer New Employer l Delete Employer Open Database Enpyee Bette Nicka Cammy Albares Chanel Caudy Update Employee New Employee De
6. Add Field gt Add All Fields gt 5 A Look in screen appears allowing you to browse to the location where you saved your text file from CheckMark Payroll or MultiLedger 6 Select the text file and click Open All Employers will be imported 22 Importing Employer using a tab delimited text file 1 Open up the CheckMark 1095 application 2 Go Under the File menu and choose Import Employee E CheckMark 1095 for 2015 File Edit View Tools Sort Help Create Database opon Employer CheckMark Apot Employee 1095 Software Open Database Database Manager 1094 B Fiter Close Database E File Convert General to ALE Convert ALE to General Print Forms for Employer ate Employer New Employer Delete Employer Print Forms for Employee Exit Open Database Employees Bette Nicka Cammy Abares Chanel Caudy Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Documents CheckMark 1095 2015 CheckMark 1095 Database 2015 db Note If the Employer does not exist that you want to import Employees to you will need to create a new Employer before importing For information on setting up an Employer see Creating a New Employer on page 21 23 3 In the popup window select which type of 1095 Employee you are importing 1095 B or 1095 C CheckMark 1095 Import Type CheckMlark WwW 1095 Softwar
7. Calculate Pay However if you do use Pay Period or 10 Exporting Employees from CheckMark Payroll 1 Open up CheckMark Payroll go under the File menu and choose Export Employee fot File Edit View Setup Payroll Reports Window Help New Company Ctrl N Order Checks Forms Open Company Ctrl O Payroll Manual Knowledge Base Request Support More Close Company Database Manager Close Database CheckMark Inc Restore Database CM Backup Database Type of Filer 941 Start New Year 2015 Import Prior Year Active Employees 0 Import Employees nyo Company Database Export Company Show Database Path Preferences Select Print Font Exit jownloaded the 15 0 10 patch this newest 15 0 11 and have done a payroll you will need to check the Payroll Employee Accruals in the program to make sure everything is working properly a for you If you did not do a payroll while Distribute Hours you were in the 15 0 10 patch you will Enter Hours not need to do anything Calculate Pay However if you do use Pay Period or Revi Create Paychecks Hours Worked Accruals and did a payroll avian E while in 15 0 10 you will need to check Print Paychecks 2 Highlight which employees you want to export from the list Note If the employees to be imported are using different types of 1095 forms you should create multiple export files for each type of form Example one export file f
8. Consultant or employee is authorized to make any modification extension or addition to this warranty Some states do not allow the exclusion or limitation of implied warranties or liability for incidental or consequential damages so the above limitation or exclusion may not apply to you This warranty gives you specific legal rights and you may also have other rights which vary from state to state Trademarks CheckMark Inc and MultiLedger are registered trademarks of CheckMark Inc All other references are trademarks of their respective owners 2015 CheckMark Inc pdf rev 10 15 Table of Contents Chapter 1 Installation and Startup Contacting CheckMark Installing CheckMark 1095 Macintosh Install Windows Install Opening CheckMark 1095 New User Opening CheckMark 1095 Upgrading Old Files Chapter 2 Set up Setting up Users and Passwords Updating Users Deleting Users Setting Screen Font Size Adjusting Screen Size Chapter 3 Import Employers and Employees Exporting Employer amp Employees from CheckMark Payroll Exporting Employer from MultiLedger Importing from CheckMark Payroll and MultiLedger Importing using a tab delimited text file Text File Format for Importing Chapter 4 Creating a New Employer Creating a New Employer Updating an Existing Employer Deleting a Employer Filtering Employers Sorting Employers AUN e me e j OCNA 11 14 23 26 27 27 29 29 30 31 Chapter 5 Setting up Employees Crea
9. it and double click the CheckMark 1095 installer 4 Follow the on screen instructions to complete installation For Download Install 5 Click on the link provided to download After the download is complete double click the download file 6 Follow the on screen instructions to complete installation The default install location on the hard drive for CheckMark 1095 is Macintosh HD Applications CheckMark 1095 year The year represents the current calendar year It is recommended to install the program on the local drive Windows Install 1 Close all programs and disable any anti virus software For CD Install 2 Insert the CheckMark 1095 CD ROM into your computer s drive 3 The installer will start automatically If the installer does not start automatically after a minute click your Start menu and then select Run Type in the path and filename in the Run box That would be the drive name colon backslash filename For example D setup Then click OK 4 Follow the on screen instructions to complete installation For Download Install 5 Click on the link provided to start the download After the download is complete Choose Run or Open 6 Follow the on screen instructions to complete installation The default install location on the hard drive is C Program Files CheckMark 1095 year The year represents the current calendar year It is recommended to install the program on
10. other form in which the Software may be recast transformed or adapted Limited Warranty on Media and Replacement If you discover a physical defect in the Manual or in the media with which the Software is distributed CheckMark Inc will replace the media or Manual at no charge to you provided you return the item to be replaced with proof of purchase to CheckMark Inc or a Check Mark Inc dealer during the 60 day period after you purchased the Software All implied warranties on the media and Manuals including implied warranties of mer chantability and fitness for a particular purpose are limited in duration to 60 days from the date of original retail purchase of this product EVEN THOUGH CHECKMARK INC HAS TESTED THE SOFTWARE AND RE VIEWED THE DOCUMENTATION CHECKMARK INC MAKES NO WARRANTY OR REPRESENTATION EITHER EXPRESS OR IMPLIED WITH RESPECT TO THE SOFTWARE ITS QUALITY PERFORMANCE MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE AS A RESULT THIS SOFTWARE IS SOLD AS IS AND YOU THE PURCHASER ARE ASSUMING THE ENTIRE RISK AS TO ITS QUALITY AND PERFORMANCE IN NO EVENT WILL CHECKMARK INC BE LIABLE FOR DIRECT INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES RESULTING FROM ANY DEFECT IN THE SOFTWARE OR ITS DOCUMENTATION EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES The Warranty and remedies set forth above are exclusive and in lieu of all others oral or written express or implied No CheckMark Inc dealer agent
11. the local hard drive Opening CheckMark 1095 New User 1 Open the CheckMark 1095 application You can use either the shortcut or alias that was created or go to the CheckMark 1095 folder that was installed and double click the CheckMark 1095 application file The Welcome screen appears This screen provides useful information regarding the set up of Security Customizing screens and fonts Click the Print Message button to print out this information Welcome Z Welcome to CheckMark 1095 for 2015 Thank you for purchasing CheckMark 1095 for 2015 You can start using CheckMark 1095 right away by setting up your own company and processing real 1095s This will allow you to process four 1095s for your company before expiring and you can continue right where you left off once you purchase the full version of CheckMark 1095 for 2015 If you re having trouble getting started or trouble navigating some of CheckMark 1095 s more advanced features be sure to check out the Help menu for helpful links and downloads such as the Quick Start Guide and 1095 Manual If you just want a quick look at all that CheckMark 1095 has to offer a sample company can be quickly downloaded from the Help menu to help you explore 1095 s wide range of features Please feel free to contact us with any questions concerns or feedback on your experience Or send us an email from the Contact Us link on the checkmark com home page We hop
12. CheckMark 1095 User s Manual y CheckMark 1095 Information in this manual is subject to change without notice This manual Manual or Documentation and the software Software described in it are copyrighted with all rights reserved By using this Manual and accompanying2 Software you the end user agree to the terms set forth in the License Agreement Copyright Under the copyright laws this Manual or the Software may not be copied in whole or in part without the express consent of CheckMark Inc CheckMark Software except in the normal use of the Software or to make a backup copy of the Software for your own use The same proprietary and copyright notices must be affixed to any permitted copies as were affixed to the original This exception does not allow copies to be made for others whether or not sold but all of the material purchased with all backup copies may be sold or given to another person Under the law copying includes translating into another language or for mat Federal copyright law prohibits you from copying the written materials accompanying the Software without first obtaining our permission You may not alter modify or adapt the Software or Documentation In addition you may not translate decompile disassemble or reverse engineer the Software You also may not create any derivative works based on this Software or Documentation A derivative work is defined as a translation or
13. atabase CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Documents CheckMark 1095DB 1095 2015 CheckMark 1095 Database 2015 db Chapter 3 Import Employer amp Employees This chapter explains how to import employer and employees information from CheckMark Payroll MultiLedger or a tab delimited text file Exporting Employer from CheckMark Payroll 1 Open up CheckMark Payroll go under the File menu and choose Export Company FA CheckMark Payroll 2015 File Edit View Setup Payroll Reports Window Help New Company Ctrl N Open Company Ctrl O Close Company Database Manager Close Database Restore Database Backup Database SPC Import Employees Export Employees Preferences s Feed 26 Unread 16 2015 Select Print Font Exit Ctrl Q Ledger Accounts Enter Hours not need to do anything Order Checks Forms Payroll Manual Knowledge Base Request Support More Sample PR Co Start New Year 2015 Import Prior Year Type of Filer 941 Active Employees 19 Payroll Company Sample ee STE Show Database Path Print Copy a ployer Payees you downloaded the 15 0 10 patch prior to this newest 15 0 11 and have done a payroll you will need to check the Employee Accruals in the program to Payroll make sure everything is working properly for you If you did not do a payroll while Distribute Hours you were in the 15 0 10 patch you will
14. corner of the screen and select Backup Database File Edit View Admin Backup Database CheckMark Restore Database 1095 Software Employers Change Data Location CK Piza LLC Long s Peak Golf Course Update Employer New Employer Delete Employer Open Database Bette Nicka an Albares Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db 2 A Save In dialog box opens Choose a destination you would like to save the backup database too 3 A default name is given of backup db Change the name of the backup if you wish 4 Click Save 47 Restoring Database using Restore Database Command In case of computer failure corruption or if you made a mistake and would like to revert back to an previous database the Restore Database command will open up any prior backups you have saved 1 Click on the Tools menu in the upper left hand corner of the screen and select Restore Database B CheckMark 1095 for 2015 File Edit View Tools Sort Help CheckMark 1095 Software CK Piza LLC Long s Peak Golf Course Update Employer New Employer Delete Employer Open Database Employees Filter All Status Z Bette Nicka Cammy Albares Chanel Caudy Update Employee New Employee Delete Em
15. e you enjoy your experience with CheckMark 1095 and don t forget to check out the other great Print Message Copy Message 2 Click on Continue to access the main window Create a New Database To create your own database and or save a database in a new location choose the Create New Database button 1 Enter a name for the new database 2 Default current year will display 3 If necessary change the default location where you want to save the database by choosing the Browse button 4 Click Create Database to Save the new database Create Database Database Name GESTS Don t include year in name 1095 Year 2015 Directory C Users Abu Documents CheckMark 1095 2015 Choose Directory Path c Users Abu Documents CheckMark 1095 2015 CheckMark 1095 Database 2015 db Create Database J Cancel Setting up Users and Passwords 5 Chapter 2 Set up Setting up Users and Passwords IMPORTANT Although not required it is recommended you set up a password to protect you private information 1 Click on the Tools menu in the upper left hand corner of the screen and select Admin r B CheckMark 1095 for 2015 File Edit View Tools Sort Help CheckMark 1095 Software Backup Database Restore Database Employers Change Data Location CK Piza LLC Long s Peak Golf Course Update Employer New Employer l Delete Employer Open Database Emplo
16. elds will not save the incorrect information and remain empty For more information on Validated Information see Validated Status on page 37 The new Employee should now appear in the Employee list on the main screen with the Employer name highlighted 34 Updating an Existing General ALE Employee 1 Highlight the Employee in the list you wish to update and click the Update Employee button 2 After all changes have been made to the Employee Information click the Update Employee button to save the changes If any information is incorrect a pop up window will open explaining which fields have errors Error CheckMark hw 1095 Software The following errors were discovered Employers Address Must be between 1 and 40 characters i Employer s City Must be between 1 and 40 characters Employer s ZIP Must be of form XXXXX or XXXXX XXXX NOTE If any field is not filled in correctly once you return to the Employee set up screen that field name will show up in Red In addition some fields will not save the incorrect information and remain empty 35 Deleting a Employee 1 Select the Employer that contains the Employee s you wish to delete 2 Highlight the Employee name from the list If you want to delete more than one Employee you can highlight more than one Employee See Selecting Multiple Employees on page 38 3 Click the Delete Employee button 4
17. f you filed a 1095 for an Employee that was unintended you can mark Void to resend the 1095 for that Employee as a zero status Choosing a Voided status will list all Employees marked Void in the Employee set up screen All other Employees that are not marked Void in the Employee set up screen are listed as Not Voided for a status Corrected Status In the Employee set up screen there is a checkbox at the top of the screen for Corrected If you have filed an incorrect 1095 and need to resubmit a new 1095 with updated information mark the Corrected checkbox in the Employees set up screen before submitting the new 1095 information The Corrected status will list all Employees who are marked Corrected in the Employee set up screen All other Employees that are not marked Corrected will be listed as Not Corrected 39 Selecting Multiple Employees Consecutive Selection Windows You can select multiple Employees by clicking the first Employee while holding down the mouse button and moving the mouse pointer down through the list You can also click on the first Employee hold down the Shift key on the keyboard and then click on the last Employee you want in the list Macintosh Click on the first Employee you want in the list hold down the Shift key on the keyboard and then click on the last Employee you want in the list B CheckMark 1095 for 2015 File Edit View Tools Sort Help CheckMark 1095 Software Empl
18. he Confirm Delete button Delete Employer Check Mark 1095 Software Please verify that you want to delete the following employer Brian s Pub amp Brewery Confirm Delete If no employees are associated with this employer the employer will be deleted 29 Filtering Employers You can use the Filter button to search for certain employers in the list To find a particular employer enter all or part of the name of the emloyer into the Filter box area at the top of the screen and click the Filter button The Filter will search for any employers that contain those variables You can also use an asterisk to help sort groups For instance if you enter the first letter and then asterisk ex N you will receive all employers that start with the letter N 30 Sorting Employers You can sort employers by Ascending or Descending order To select which type of sort to use go under the Sort menu at the top of the screen and choose either Sort Employers Ascending or Sort Employers Descending T CheckMark 1095 for 2015 bala File Edit View Tools Help v Sort Companies Ascending Sort Companies Descending aeckMark V Sort Employees Ascending 95 Software Sort Employees Descending Employers CK Piza LLC Long s Peak Golf Course Update Employer l New Employer l Delete Employer Open Database Employees All Status KA Bette Nicka Cam
19. ions Repons Widow Hep Restore Backup Rebuild Files Rename Files Find Company Renumber Accounts Close Year 13 Exporting Employees from MultiLedger 1 Open up the MultiLedger program go under the File menu and choose Export 2 Select Customers Vendors from the drop down menu at the top J Expo poo es 00002 NARMADA ENTERPRISES Customers v Separate City State Zip 0001 MADHU BABU N 0001 MODI ENTERPRISES January 15 v Copy All com Field List Export List code E Contact Address City State Zip Notes Add l Notes Phone Reseller ID Fax Discount Terms Salesperson Credit Limit Sales Tax1 Sales Tax2 Pricing Level Ss 3 Make sure you have the correct period you want and click the Export to 1095 button 4 A Save dialogue box appears In the File name field give the file a name if needed and choose a convenient location to save the file to an example would be your Desktop 5 Click Save 14 Importing Employer from CheckMark Payroll and MultiLedger 1 Open up the CheckMark 1095 application 2 Go Under the File menu and choose Import Employer z E CheckMark 1095 for 2015 lelak File Edit View Tools Sort Help CheckMark 1095 Software Create Database 10948 gt Import Employer Import Employee Open Database Database Manager Close Database E File Convert General to ALE Convert ALE to Genera
20. ished year so you know how current the backup is Make sure to rename the Folder Only Do not rename any files inside the folder itself If you ever need to access the backup simply copy the entire folder from your backup source to your computer open up the folder and open up the application by double click the CheckMark Forms 1095 icon 49
21. l Print Forms for Employer Employer New Employer Delete Employer Print Forms for Employee Exit Ctrl Q Open Database Employees All Status AA Bette Nicka Cammy Albares Chanel Caudy Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Documents CheckMark 1095DB 1095 2015 CheckMark 1095 Database 2015 db 15 3 In the popup window select which type of 1095 Employer you are importing 1094 B or 1094 C CheckMark 1095 Import Type CheckMark 1095 Softwa Please select the type of employer to create General 1094 8 ALE 1094 C L ox cancel 16 4 Click the Import from Payroll or MultiLedger button The appropriate fields will automatically fill in for you CheckMark 1095 Import Type x Check Mark 1095 Software Import from Payroll or MultiLedger Available Fields Selected Fields Employee s Name Street Address Add All Fields gt City State ZIP 5 A Look in screen appears allowing you to browse to the location where you saved your text file from CheckMark Payroll or MultiLedger 6 Select the text file and click Open All Employers will be imported 17 Importing Employee from CheckMark Payroll and MultiLedger 1 Open up the CheckMark 1095 application 2 Go Under the File menu and choose Import Employee B CheckMark 1095 for 2015 File Edit View Tools So
22. le 1 Open up the CheckMark 1095 application 2 Go Under the File menu and choose Import Employer E CheckMark 1095 for 2015 2 6 File Edit View Tools Sort Help Create Database Inport Employer CheckMark Import Empl eed 1095 Software Open Database Database Manager 1094 8 Filter Close Database 048 E File Convert General to ALE Convert ALE to General Print Forms for Employer Employer New Employer Delete Employer Print Forms for Employee Bit Ctri Q Open Database Employees All Status 7 Bette Nicka Cammy Albares Chanel Caudy Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Documents CheckMark 1095DB 1095 2015 CheckMark 1095 Database 2015 db 20 3 In the popup window select which type of 1095 Employer you are importing 1094 B or 1094 C Click on OK to Continue CheckMark 1095 Import Type CheckMark 1095 Softwa Please select the type of employer to create General 1094 8 ALE 1094 C L ox cancel 21 4 The import screen allows you to select which fields are being imported Choose the fields in the same order as the text file you re importing Click the Import button after you have added all fields to the Selected Field list CheckMark 1095 Import Type ine f wy CheckMark J 1095 Si Ttyvvare Import from Payroll or MultiLedger
23. lete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db Status The Status drop down menu has certain states Employees are categorized in based upon their setup and completion of being printed You can sort using the different options to see which employees have been Printed Completed Validated Voided or Corrected Employees can be in multiple states at the same time however you can only sort on one status at a time NOTE Before choosing a Status you should first select one or multiple Employers in the list For information on selecting multiple Employers see Selecting Multiple Employers on page 25 37 E7 CheckMark 1095 2015 File Edit View Tools Sort Help CheckMark 1095 Software Employers 1094 B CK Piza LLC Long s Peak Golf Course Update Employer New Employer l Delete Employer Open Database o_a Cammy Albares NOT Printed Printed NOT Completed Completed NOT Validated Validated NOT Voided Voided NOT Corrected Corrected l Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db Printed Status You can easily sort using this status to see which Employees you still
24. my Albares Chanel Caudy Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db 31 Chapter 5 Setting up Employees This chapter shows you how to setup new Employees for each Employer Creating New Employee 1 Select an Employer from the list If no Employers are listed you must first set up an Employer before adding Employees For information on setting up a new Employer see Creating a New Employer on page 21 2 Click the New Employee button 3 Enter the Employees Name along with the Employee Information General Employee l CheckMark Iw 1095 So vow CORRECTED OMB No 1545 2252 5 201 Form 1095 8 Generel Information Covered Individuals Responsible Indriducl Name 2 SSN 3 Date of Birth SSN is not available 4 Street Address 5 Oty 6 State 7a Country 7 Zip 8 Enter letter identifying Origin of the Policy Please check if Employer reporting self insured group health plan coverage 9 Small Business Health Options Program SHOP Marketplace Identifier f applicable Cancel Add Employee Employer Sponsored Coverage 10 Employer Name cx Pi 11 EN 7 12 Street Address 7 17 EN 18 Contact Telephone Number 19 Street Address 22a Country usa 22b Zp 300 32 ALE Employee Edit View Window
25. n If no space is included two consecutive tabs will also work Example Power tab Max tab 44 Main St tab tab Fort Collins tab CO tab 80525 tab 123 45 6789 return IMPORTANT Make sure the items in the Selected Fields list are in the exact same order as the items in the text file being imported to ensure that all fields are imported into the correct field 26 Chapter 4 Creating a New Employer This chapter shows you how to create a new Employer and enter basic employer information Creating a New Employer 1 Click the New Employer button in the middle of the screen E CheckMark 1095 for 2015 File Edit View Tools Sort Help CheckMark 1095 Software Employers CK Piza LLC Long s Peak Golf Course Update Employer New Employer Delete Employer Open Database Bette Nicka Cammy Albares Chanel Caudy Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db 21 2 Enter General Employer Information for all pertaining fields 3 Contact Name 4 Telephone Number S Street Address 6 cty 7State Sa Country 20 Issuer or Other Coverage Provider Telephone Number Street Address Modemer ans Click the Add Employer button to Save 3 Enter ALE Employer Information for all pertaining fields General Information 1 Employe
26. need to print 1095s for regarding the Employee copies You can select either Printed or NOT Printed status to sort Employees on whether or not you have printed a 1095 for them Once you select the Print Forms for Employee command from the File menu that Employee will automatically be moved to the Printed status from the NOT Printed status Completed Status You can use the Completed status to determine which Employees you have or have not printed or eFiled forms that are related to the Employer copies Once you select the Print Forms for Filing option under the File menu Employees listed under NOT Completed will be moved to the Completed mode 38 Validated Status Sorting by Validated or NOT Validated helps you easily determine if there is any Employee that is not set up correctly In the Employee screen certain fields require specific characters numbers etc to be accepted upon filing Choose Validated to see which Employees are ready to be filed Choose NOT validated to see any Employees that may have some set up criteria that is incorrect for filing purposes Once you have sorted on NOT Validated select a Employee and click on the Update Employee button to view the set up and make necessary changes Fields marked in Red do not meet the requirements for filing on that particular field Corrections should be made Voided Status In the Employee set up screen there is a checkbox at the top of the screen for Void I
27. or 1095 B amp one file for 1095 C 11 3 Click the Export 1095 button The Selected Field list will automatically populate with the correct available fields to import into the 1095 software 1 Export Employee Information Se Edit View Window Save Available Fields Selected Fields Employees Last Name Copy gt Employee Name Arroyo Lydia First Name Employee SSN Baez Joan Address Line 1 SAR Employee Street Cole Nat K address Line 2 Saas city Dylan Bob City rotate Enya A State Copy All gt zip Fiery George Zip Gotlock CJ Social Security lt Remove All Hagar Sammy Email Harrison George Phone Number Lennon John Birth Date Export Lopez Jennifer Employee TEA McCartney Paul Department Choice Export To 1099 Orlando Steve Direct Deposit Checkbox N Parrot Fred Prenote Checkbox Ramos John Routing 1 Randolph Bruce count 1 Reyes Oscar ccount 1 Type Choice Rodney Louis outing 2 Springsteen Bruce ccount 2 ccount 2 Type Choice ccount 2 Amount outing 3 ccount 3 ccount 3 Tvpe Choice a 4 A Save dialogue box appears In the File name field give the file a name if needed and choose a convenient location to save the file to an example would be your Desktop 5 Click Save 12 Exporting Employer from MultiLedger 1 Open up the MultiLedger program go under the File menu and choose Export Company 7 Fie Eat SetUp Transact
28. oyers 1094 B Fitter CK Piza LLC Long s Peak Golf Course Update Employer New Employer Delete Employer Open Database eevee Bette Nicka Cammy Albares Chanel Caudy l Update Employee l New Employee l Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db 40 Non Consective Selection Windows To select specific Employees as a group click on the first Employee you want hold down the Ctrl key on the key board and click on any other Employees you want to include Macintosh To select specific Employees as a group click on the first Employee you want hold down the Command key also referred to as the Apple key on the key board and click on any other Employees you want to include Wy CheckMark 1095 for 2015 n 7 ol File Edit View Tools Sort Help CheckMark 1095 Software Employers 1094 B CK Piza LLC Long s Peak Golf Course Update Employer l New Employer l Delete Employer Open Database Employees f g All Status Bette Nicka Cammy Albares Chanel Caudy update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db 41
29. ployee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Desktop Today 1095 Testing CheckMark 1095 Database 2015 Backup 10 28 15 db 2 A Look in dialog box opens Browse to the location of your Backup Database file 3 Select the file and click Open Important Restoring a database file will overwrite the existing db file Restoring a database file is used in cases of the current file becoming damaged or the wrong information being entered into the current database and restoring from a prior database is faster than manually updating the incorrect information 48 Backing up the Entire Folder Making a copy of the entire folder is a quick and easy way to backup up both the data and application files when you complete filing 1095s for the calendar year It is recommended you copy the entire folder off the hard drive of your computer onto a flash drive or CD for safe keeping 1 Find the location on your hard drive where the CheckMark Forms 1095 program was installed For more information on installation see Installing CheckMark 1095 on page 1 Make a duplicate copy of this entire folder or Copy and Paste this folder to a new location It s best to save on to a flash drive CD ROM or any external drive in case of computer failure Refer to your operating system s manual on instruction on how to duplicate copy and paste A good practice is to rename the backup folder with today s date or fin
30. r Name 2 eN 3 Street Address 4 City 5 State 6a Country 6b Zip 7 Contact Name 8 Contact Telephone Number se rt cnt General Informabon ALE Member Information Monthly Aggregated ALE group leorrecten OMB No 1545 2251 2015 Form 1094 C Designated Government Entity check yes Designated Government 9 Name of Designated Government Entty 10 EN 11 Street Address 12 Cty 13 State 142 Country 14b 2p 15 Contact Name 16 Contact Telephone Number ALE Member Information 1719 Authoritative Transmittal for ALE Member check if yes No of Additional forms filed by ALE Member 21 Aggregated ALE Group check if yes 22 Certifications of Eligibility A Qualifying Offer Method C Section 4980H Transtion Relief B Quelfying Offer Method Trensibon Reket D 98 Offer Method Click the Add Employer button to Save 28 Updating an Existing Employer 1 Highlight the employer in the list you wish to update and click the Update employer button 2 After all changes have been made to the employer click the Update employer button to save the changes Deleting a employer You cannot delete a employer if there are any employees created within the employer You must delete the employees first before deleting a employer For information on deleting employees see Deleting a employees on page 33 1 Select the employer you wish to delete 2 Click Delete employer 3 In the pop up window click t
31. rt Help Create Database Import Employer CheckMark Import Employee 1095 Software Open Database Database Manager 1094B8 Close Database E File Convert General to ALE Convert ALE to General Eat opustenie ate Employer New Employer Delete Employer Print Forms for Employee Exit Open Database Employees Bette Nicka Cammy Abares Chanel Caudy Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Documents CheckMark 1095 2015 CheckMark 1095 Database 2015 db Note If the Employer does not exist that you want to import Employees to you will need to create a new Employer before importing For information on setting up an Employer see Creating a New Employer on page 21 18 3 In the popup window select which type of 1095 Employee you are importing 1095 B or 1095 C CheckMark 1095 Import Type Check Mark 1095 Softwar Please select the type of employee to create Employee 1095 8 Employee 1095 C Click the Import from Payroll or MultiLedger button The appropriate fields will automatically fill in for you A Look in screen appears allowing you to browse to the location where you saved your text file from CheckMark Payroll or MultiLedger Select the text file and click Open All Employees will be imported into the selected Employer 19 Importing Employer using a tab delimited text fi
32. ting New Employee Updating an Existing Employee Voided Employee Corrected Employee Deleting a Employee Copy Employee Filtering Employee Sort Employee Status Printed Status Completed Status Validated Status Voided Status Corrected Status Selecting Multiple Employees Chapter 6 Printing 1094s amp 1095s Print 1094s for Each Employer Printing 1095s for Employees Edit Printing Formats Edit Page Format Mac Only Chapter 7 eFile Creating a file ready to eFile Chapter 8 Backup and Restore Backing Up Using the Backup Database Command 32 32 35 35 35 36 36 36 37 37 38 38 39 39 39 40 42 43 44 46 46 Restoring Database using Restore Database Command 48 Backing up the Entire Folder Index 49 50 Chapter 1 Installation and Startup Contacting CheckMark CheckMark provides support and assistance with the 1095 software If you have questions and need to contact CheckMark the options are below Online at http www checkmark com company contact php CheckMark Technical Support 970 225 0387 CheckMark Sales 800 444 9922 CheckMark Inc 724 Whalers Way Bldg H Ste 101 Fort Collins CO 80525 Installing CheckMark 1095 Macintosh Install 1 Close all programs and disable any anti virus software For CD Install 2 If you received a CD insert the CheckMark 1095 CD ROM into your computer s drive 3 When the CD icon appears on the Desktop open by double clicking on
33. to save Deleting Users 1 Click on the Tools menu in the upper left hand corner of the screen and select Admin 2 Highlight the user you want to delete from the list 3 Click the Delete User button 4 In the popup window verify the correct user name is selected and click the Confirm Delete button Oy KATA avers J 1095 Software Please verify that you want to delete the following user Note If you delete all users the software will not prompt for a password upon launching the program Setting Screen Font Size You can use the options under the View menu to set the Command Center Window color as well as increase or decrease the screen font size for 1095 windows Changing the Window Font Size You can customize the window size in CheckMark 1095 by increasing or decreasing the font size for all windows Choose Increase Font Size CTRL Windows or COMMAND Mac from the View menu Choose Decrease Font Size CTRL Windows or COMMAND Mac from the View menu F m E CheckMark 1095 for 2015 Eram File Edit View Tools Sort Help Increase Font Size Ctri Ctrl Decrease Font Size CheckMark 1095 Software Employers CK Piza LLC we Peak Golf Course Update Employer l New Employer Delete Employer Open Database Employees All Status Bette Nicka Cammy Albares Chanel Caudy Update Employee New Employee Delete Employee D
34. yees Fiter All Status A Bette Nicka Cammy Abares Chanel Caudy Update Employee New Employee Delete Employee Database CheckMark 1095 Database 1095 Year 2015 Path C Users Abu Documents CheckMark 1095DB 1095 2015 CheckMark 1095 Database 2015 db 2 To create a new user click the Add User button CheckMark 1095 Admin Check Mark a j 1095 Software Users Kristi Mikki i Update User Delete User Close 3 Enter the Name and Password Note The Name and Password are case sensitive 4 Click the checkbox for This user should be granted ADMIN privileges if you want this user to be able to add update or delete other users IMPORTANT The first user set up will have Admin privileges You cannot delete or change this users ADMIN privileges until another user with Admin privileges is created Users with ADMIN privileges can add delete update other users Backup and Restore the database and Check For Updates User Details CheckMark 1095 Software User Information User Name Gretchen Password sessceee Re enter Password sesccsce This user should be granted ADMIN privileges 7 Add User Update User Updating Users 1 Click on the Tools menu in the upper left hand corner of the screen and select Admin Highlight the user you want to update from the list Click the Update User button 4 Make the necessary changes and click the Update User button
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