Stage | What You Do | Time Estimate |
1. Organize | Verify employees are assigned to the correct subgroup | 1–2 minutes |
2. Configure | Set your 1094-C and 1095-C default codes and settings | 3–5 minutes |
3. Review | Review employee list and make any individual edits | 2–3 minutes |
4. Generate | Click "Generate PDFs" to create your forms | Less than 1 minute |
Once your forms are generated, notify your broker and BerniePortal Account Manager that you're ready to file. Our Operations team will then begin the IRS submission process on your behalf.