Tax Agency Management
How to verify all employees have ACA Profiles assigned
All employees should have ACA profiles assigned to them for all periods of time. Effective dates should only be used when moving between different profiles.
- Navigate to Menu > My Team > My Team > Employee Information
- Click the ellipses (...) on the top right > Add/Remove Columns > search for "ACA"
- Check box next to “Current ACA Profile (Effective)” and “ACA Profile (Effective Date From)”
- Click “Add” on the bottom left
- Review to verify all employees have the correct ACA Profile assigned