Aatrix Tax Reporting

🗓️ Time / Location

Wednesday, Sep 23 | 3:15 - 4:30

Ballroom B

👤 Trainer

Don Howell

📄 Class Topics

Aatrix Forms Viewer

• Automatic updates

• Selection of the Report Type

  • Both Federal and State reports are available

    • How to produce the reports

  • View Historical reports

    • How to print the reports or file the report electronically

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

941 Reporting

• Use the Taxable Income Summary report, with the Date Paid option, to validate information on the 941 and/or W-2 forms are correct.

• Best practice on how to make changes if necessary

W-2 Reporting

• Validate the information on the Payer record

• Use the Taxable Income Summary report, with the Date Paid option, to validate information on the 941 and/or W-2 forms are correct.

  • How to make changes if necessary

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

History

• How to find previously filed reports

📁 Related Resources