Aatrix W-2 Filinglearning-center.delphiaconsulting.com/wp-content/...W-2-Filing-Sage... · 9. W2/1099 Preparer Report ... o The wizard will take you into a grid displaying all your

Aatrix W-2 Filing Sage HRMS February 2017

Aatrix W-2 Filing Sage HRMS

© Delphia Consulting, LLC 2003-2017 All Rights Reserved

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Aatrix W-2 Filing

Sage HRMS February 2017

Table of Contents

Summary .......................................................................................................................................... 3

W-2 eFiling ........................................................................................................................................ 3 1. “W-2’s on Paper” Report ............................................................................................................................................ 3 2. W-2 Setup Wizard ....................................................................................................................................................... 4 3. Verify Company FEIN .................................................................................................................................................. 4 4. Review Company Information .................................................................................................................................... 4 5. Follow the Setup Wizard ............................................................................................................................................. 4 6. Data Verification Screen Update................................................................................................................................. 5 7. Review W-3 Information ............................................................................................................................................. 7 8. Multiple Payroll Data Files .......................................................................................................................................... 8 9. W2/1099 Preparer Report .......................................................................................................................................... 9 10. Report Selection .................................................................................................................................................... 9 11. Select Filing Option ............................................................................................................................................. 12 12. Review your forms .............................................................................................................................................. 13 13. Submit your forms ............................................................................................................................................... 16



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Summary

This article is a step-by-step guide in editing, reviewing, printing, and filing W-2’s using Aatrix from within Sage HRMS.

In This Task: Processing W-2/W-3s in HRMS utilizing Aatrix

W-2 eFiling

1. “W-2’S ON PAPER” REPORT

Click on W-2 under Reports > Payroll > Government Reports



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2. W-2 SETUP WIZARD

W-2 Setup Wizard will appear. Make appropriate selections.

3. VERIFY COMPANY FEIN

Verify Company FEIN, select “Next”

4. REVIEW COMPANY INFORMATION

A company setup wizard will take you through your company information that will

display on the W-2/W-3 forms. All or most of the information will be populated from

HRMS.

5. FOLLOW THE SETUP WIZARD



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Review State & Local Tax Items – Add, Edit, Remove options

6. DATA VERIFICATION SCREEN UPDATE



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“Yes” or “No”



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7. REVIEW W-3 INFORMATION



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8. MULTIPLE PAYROLL DATA FILES

If you have multiple databases for same EIN, selecting “yes” will merge files. Make

appropriate selection of “Yes” or “No”, then click Next.



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9. W2/1099 PREPARER REPORT

A worksheet will open with all of the employee data. By pressing the “Next Step” icon,

the program will show you any errors in RED that will need to be fixed before

continuing.

10. REPORT SELECTION

Select W-2/1099 – This will open worksheet with all of the employee data.

o The wizard will take you into a grid displaying all your employee data to review.

Several data validations are performed during this step to ensure accuracy of

your employee data and help elimination rejections.

o You can edit data (this will not change data in HRMS), add columns and rows.

o Select “Next Step” after verifying employee information. Errors/Issues will be

shown in red.

o The next screen will give options for edit regarding Statutory Employee,

Retirement, Third-Party, and Electronic W-2 (if you selected yes during Data

Verification-employee will receive ONLY electronically).



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Below is an example of an error. You will NOT be able to move forward until you “Go Back

and Correct”

After making correction, select “Next Step” to move forward.



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Select View > W-3/W-2 Report to review strictly a data verification report ONLY. It can be

printed or saved for your records but NOT to be used to file.

Report Steps window will show after internal report has processed.

Review/Edit report as needed and then press “Next Step”

If an edit needs to be made, close the report by pressing the red “X” in the top right corner.

This will return you to the spreadsheet to make any needed changes.

Please Note: You can return to the report after changes have been made by selecting

“View, W-3/W-2 Report”

Verify Report is Complete with pop-up message.

Close report by pressing the red “X” in top right corner.



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Once all errors have been fixed on the spreadsheet and your internal report has been

printed and/or filed, press the “Next Step” button and verify State Wages.

11. SELECT FILING OPTION

Different options are available. Click Next to move forward.



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12. REVIEW YOUR FORMS

A form view will display your forms strictly for review not for filing. You can print a record

copy if eFiling or your official copy if printing and mailing. Press the “Next Step” button.



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13. SUBMIT YOUR FORMS

An eFile wizard will guide you through submitting your forms to the eFile Center.

Enrollment to the eFile center is required to obtain a username and password.

CD Archiving Available for a backup select “Yes” or “No” then “Next”

Select the States you Wish to File then select “Next”

eFile Locals – Select appreciate locals or Do NOT include any locals then click Next.



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Divider Sheets – Gives you information on How to file your forms. Select “Yes” or “No”

then click Next.

Review Data – Overview of your selections of what is planned to eFile and option to

“Print” a copy for your records. Make selections and click Next.



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“Print Final”(Employer copy) then click Next Step.

Verify Report Complete – You may “Double Check” or “Agree” to the reports.



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Secure eFile Login window opens. Enter username and password that you enrolled with

to start the eFile wizard.

Review Enrollment Information – If you need to make changes select “Click here.” If not,

click, Next to move forward.



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Review Pricing Information – Click Next.

Choose W-2 Submission Dates – When do you want to file



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Enter Credit Card information to pay Aatrix eFile charges.

Archive CD Mailing Address – Address to ship the CD if you indicated you would like a

CD.



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Confirmation and Submit



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Complete – This screen will give you pertinent information for tracking purposes. Click

Close.



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Online W-2 Wizard – If you opted to have employees receive electronic W-2s only.

“Yes” will take you to the Employee Email Selection screen.

“I prefer to print my employee access instructions” will give you the option to print the

access instructions for the employee and include with paystub.

Employee Email Selection – Verify employees receiving electronical W-2s only have e-

mail addresses. (Employees highlighted in yellow are opted for this service). This will e-

mail employee access instructions.

You may edit e-mail address on this screen. (E-mail address are brought over from

HRMS.)



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Online W-2 Wizard is Complete – Click Finish.

Documents

Aatrix W-2 Filinglearning-center.delphiaconsulting.com/wp-content/...W-2-Filing-Sage... · 9. W2/1099 Preparer Report ... o The wizard will take you into a grid displaying all your