About Sage Payroll Tax Forms and eFiling by Aatrix

The Sage Payroll Tax Forms and eFiling by Aatrix feature is included with Sage HRMS Payroll.

Sage Payroll Tax Forms and eFiling by Aatrix enables you to file more than 250 state, provincial, and federal unemployment, withholding, and new hire reports from the data produced by Sage HRMS Payroll. You can print and mail the tax forms or eFile them. You can also email the forms to your employees using the Sage Payroll Tax Forms and eFiling by Aatrix interface. To ensure legislative compliance, you will be prompted every quarter to download and install updated forms.

For a detailed overview and a price structure of the Sage Payroll Tax Forms and eFiling by Aatrix options, visit our website: http://partner.aatrix.com/sagehrms

Before you start, you must

  1. Verify that you have entered a valid tax number (EIN) on the Setup > System > Setup > Enterprise Setup) window.
  2. Enter your valid EIN in the Tax Number field on the payroll setup Options window ( Setup > Payroll > Payroll Setup > Options).
  3. Register for Sage Payroll Tax Forms and eFiling by Aatrix by choosing Help > Register for eFiling from the Sage HRMS main menu. The Sage Payroll Tax Forms and eFiling by Aatrix website opens and provides more information about the service before you register.
    • Registration allows you to receive and use updated tax forms.
    • To access the current tax forms, select Reports > Payroll > Government Reports > and select either W-2s on Paper, Federal Tax Filing, or State/Provincial Tax Filing. After selecting a tax form, a forms wizard may prompt you to complete additional fields.
  4. To use the eFiling service, you must enroll each company or organization through the Aatrix eFile Center after you have registered with Sage Payroll Tax Forms and eFiling by Aatrix.
    • Enrollment allows you to use the eFiling service provided for a fee by Sage Payroll Tax Forms and eFiling by Aatrix.
    • After you have enrolled, you can eFile your tax forms from the Government Reports windows in Sage HRMS Payroll.