Aatrix Tax Reporting

🗓️ Time / Location

Tuesday, Sep 23 | 1:45 - 3:00

Barn

👤 Trainer

Roslyn Brittain

📄 Class Topics

Aatrix Forms Viewer

• Printing Tax Forms

• Both Federal and State Reports are available

• How to Select the Report

• Aatrix Form Viewer Installation & Setup

• Validate Information in Wizard

941 Reporting

• Use the Taxable Income Summary report, with the Date Paid option, to validate information on the 941 forms are correct.

• How to produce the form

• Best practice on how to make changes if necessary

• Print Form or File Electronically

W-2 Reporting

• Validate the information on the Payer record in CDM+

• Use the Taxable Income Summary report, with the Date Paid option, to validate information on the W-2 forms.

• How to produce the form

• Best practice on How to Make Changes if Necessary

• Print Form or File Electronically

1099 Reporting

• Use the Ledger by Vendor Report to determine what Vendors need to receive a 1099

• How to mark missing payments to be included on the 1099

• How to produce the form

• Best practice on How to Make Changes if Necessary

• Print Form or File Electronically

History

• How to Find Previously Filed Reports

• View Historical reports

• Reports are saved on the computer where the report was generated

📁 Related Resources

For other resources and related articles over Aatrix Reporting, check out the January Survival Guide and Payroll sections in the CDM+ Help Center.