creating a 1094 & 1095 report in excel

Hello there, @db0554. I'm here to help you create 1094 and 1095 reports in QuickBooks Desktop (QBDT).

In QBDT, you can pull up the Employee Contact List report to get your employee data showing their contact information and Social Security numbers. Here's how:

1. Navigate to the Reports menu and select Employees & Payroll.
2. Next, choose Employee Contact List.
3. Then, click the Customize Report option.
4. In the Display tab select the Column options to include.
5. Once done, click Ok.

To complete the forms, you can also run and export the Payroll Summary report. For a detailed guide, refer to Step 1 of this article: Understand reporting requirements for the Affordable Care Act.

Also, the file format of the forms (when exporting) depends on the software you use in filing them. In QBDT, you can select the Export to Excel option. However, I suggest to further read the IRS instructions to ensure you handle Forms 1094-C and 1095-C correctly. 

I'll include this helpful resource that you can access in case you want to modify the details of your report and save them for future use: Customize reports in QuickBooks Desktop. 

I'm always around here in the Community to provide additional help if you have any other concerns creating payroll reports in QBDT. Have a good day ahead and stay safe. 

It is easy to create an employee contact list in QB, but 

That's not the same as a listing of all employees who worked during 2022 including their

SS# and address and if possible their hire and release dates.

How can you do that?

I am attempting to create 1095 c reports using QBonliine.  Is there anyone that has completed this process and if so how was it done??

Hi Ben,

I appreciate you for joining us here in the Community space. Allow me to chime in and share additional information about Form 1095.

Most users use the Employee Details and Payroll Summary report as a guide to acquiring the needed payroll data within our system. We don’t file them in QuickBooks because of the HR and benefits info needed to complete these forms.

Here's how:

1. On the left navigation bar, click Reports. 
2. Select Employee Details or Payroll Summary below Payroll.
3. Make the necessary changes to the information. 

Also, QuickBooks provides the flexibility to generate reports to get insights about your business. I've attached a link you can visit for more information about exporting reports you want to Excel for further customization of the data: Export your reports to Excel from QuickBooks Online.

Let us know if you still have more questions about creating reports or filing forms by leaving a reply. We'll keep an eye on your response. Take care, and have a great rest of the day.