1095-A forms are now available on HealthSherpa!

Mar 21, 2019

  1. STIBROKER
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    STIBROKER Like My post and enter the DRAWING,,,, Moderator

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    Hi Scott,

    You can now access your clients' 1095-A forms from your HealthSherpa dashboard!

    Step 1: Go to your Clients view, search for your client and click on their name.

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    Step 2: Scroll down to the Application history section and click on 1095-A to download!

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    Important Note: You need to have Enhanced Direct Enrollment (EDE) enabled in order to access 1095-A's. It only takes a minute to get approved!

    • Click the Get EDE approved button on the upper-right of your dashboard
    • Or click Enable EDE to access docs under the Application history section
    [​IMG]
     
  2. Yagents
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    Yagents Guru

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    Sherpa for the win !! Thanks Ning !! And 25 days before tax deadline
     
    Yagents, Mar 21, 2019
    #2
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