ACA IRS Filing – Submission & Status Management

 This SOP outlines the process for submitting ACA forms (1094/1095) to the IRS on behalf of franchise clients once the franchise has completed their setup and form approval in iSolved. Step-by-step platform instructions are covered in the referenced iSolved University articles — this SOP focuses on the workflow and responsibilities between the franchise and the Tax Department.

 Offices with ACA Reporting in 2025 (most likely again in 2026)

• ALMO124
• COFO135
• LASL117
• MIAL700

 Franchise Responsibilities

The franchise is responsible for setting up ACA reporting in iSolved for each applicable client based on information provided by the client. 

Reference: iSolved University — 2025 ACA Year End Guide for Partners 

Approving ACA Forms

Before requesting filing, the franchise must review and approve their ACA forms in iSolved.

Navigation: Client Management > ACA Setup Options > ACA Forms Approval

From this screen, the franchise can:

• Preview forms
• Run Alerts to check for errors
• Approve forms once they are ready
  
  Note: If the franchise has not yet approved their forms but is ready to proceed, the Tax Department can approve on their behalf.

Submitting a Ticket

Once forms are approved, the franchise must submit a ticket to the Tax Department confirming their forms are approved and ready to be filed with the IRS.

 Tax Department – Filing Process

Step 1: Export the ACA File

After receiving the franchise's ticket, navigate to:

Production Utilities > ACA Management > ACA 1094/1095 File Export

Create the file(s) to be uploaded to the IRS.

Reference: iSolved University — ACA Electronic File Creation 

Step 2: Upload to the IRS

Upload the Manifest file and the Request file to the IRS.

Note: The confirmation must be saved to check the status of the file later 

Reference: iSolved University — ACA Electronic Submission 

Step 3: Save Confirmation

Save the IRS upload confirmation to SharePoint. Littleton - Documents - Annual forms - All Documents 

Step 4: Check Submission Status (24–48 Hours)

Return to check the status of the submission. The IRS will return one of the following statuses:

Handling Errors & Rejections

The IRS will provide error files that can be shared with the franchise to identify what needs to be corrected.

• Provide the franchise with as much information as possible from the IRS error file.
• The franchise is responsible for correcting the data in iSolved.
• Once corrections are made and forms are re-approved, the Tax Department will re-export and reupload.
• Accepted with Errors and Partially Accepted submissions will need to be corrected and reuploaded by the Tax Department.
• Rejected submissions will need to be corrected and resubmitted.

Note: If you are unsure how to assist the franchise in correcting their forms, submit a ticket to iSolved for guidance before advising the franchise.

Creating a Replacement File

In some cases, a replacement file will need to be created rather than a standard re-export.

Reference: iSolved University — ACA Corrections and Replacements Utility