You can now access your clients' 1095-A forms on your HealthSherpa dashboard!
Step 1: Go to your 'Clients' page, search for your client, and click on their name.
Step 2: Scroll down to the 'Application history' section, and click on 1095-A to download!
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.
Another Note: 1095-A's are available for plans effective in 2018 and earlier (not for 2019 plans).