How to Generate, Edit and Download Forms
Generating Forms and Submitting for E-Filing
After you confirm employee information on the List tab, generate PDF forms, download them on the Forms tab, and—when you file through BerniePortal—submit them for e-filing. Generating creates the PDF files. Submitting for e-filing is a separate step ...
Confirming Employee Information in the 1095-C List
Use the 1095-C Employees list to review each employee's coverage codes, edit personal details, include or exclude people from filing, and add anyone missing from BerniePortal. Who can use the 1095-C List Employers with Benefits enabled, and Feature ...
Confirming Employee Information in the 1095-B List
After you organize your 1094/1095 forms and configure your 1094-B/1095-B forms, use the List tab to review each employee's 1095-B information, edit details, include or exclude employees from filing, and add anyone missing from the list. Who this is ...
Configuring your 1094-B/1095-B forms
After you organize your 1094 subgroups, configure each 1094-B form and set defaults for each 1095-B subgroup. For IRS field definitions, use the Instructions for Forms 1094-B and 1095-B. Who can configure these forms Employers with Benefits enabled, ...
Configuring your 1094-C/1095-C forms
After you organize your 1094 subgroups, configure each 1094-C form and set default codes for each 1095-C subgroup. For IRS field definitions, use the Instructions for Forms 1094-C and 1095-C. Who can configure these forms Employers with Benefits ...
Organizing your 1094/1095 Forms
Organize your 1094/1095 filing by selecting which forms to file and making sure each FEIN has a 1094 subgroup with the correct employees assigned. Typically, each FEIN under which your employer pays employees is its own 1094 subgroup. Who can ...
Signing-up for 1095-B/1095-C E-Filing with the IRS
Sign up so BerniePortal can e-file your 1094/1095 forms with the IRS and mail copies to your employees. You will not be charged until your forms are finalized and submitted. Who can sign up Employers, Global Admins, and Feature Admins with 1094/1095 ...
Popular Articles
Understanding the Complete Benefits Lifecycle
Effective benefits administration requires navigating a comprehensive lifecycle. This includes creating materials for potential hires, ensuring compliant onboarding documentation, supporting active employee enrollment, managing ongoing compliance ...
Login Instructions - Administrator Help
An employee's initial username and password depend on how they were added to BerniePortal. Use the matching section below when you share login instructions with employees. Employers and Feature Admins can look up the Employer Code and redownload a ...
Onboarding Document Categories
Document categories group onboarding paperwork. BerniePortal includes five standard categories—W-9, I-9, W-4, Direct deposit authorization, and State Withholding—and you can add custom categories. Custom category order controls the order employees ...
Hiring Managers, Hiring Influencers, and Their Capabilities
Each job in BerniePortal Recruiting has a Hiring Team. That team includes one Hiring Manager and optional Hiring Influencer(s). These are per-job assignments for employees—not company-wide roles. The same person can be Hiring Manager on one job and ...
Splitting Your Bill by Billing Subgroup
Generate separate monthly bill PDFs for each Primary Billing Subgroup. When this setting is on, future bill downloads can include a total bill plus a PDF for each Primary Billing Subgroup that has charges. To generate monthly bills for each Billing ...