Sage HRMS Payroll

Navigating Sage Tax Forms and eFiling by Aatrix - HRMS 2012

Below is the new a link for a video on how to register and navigate Sage Tax Forms and eFiling by Aatrix in HRMS 2012. Simply click the link below and make sure the volume is turned up on your speakers. Please be patient as the link may take several minutes to load.

https://customers.sagenorthamerica.com/irj/go/km/docs/sageKM/Sage%20Abra/Assets/Aatrix/Aatrix/Aatrix.htm

You can learn more about Aatrix by visiting https://partner.aatrix.com/sageabra.

Related Information:
In Sage HRMS 2012, Sage Abra Suite versions 9.0x, and 9.1x, you have the option to use the Aatrix W-2 Importer to generate, file, and print your W-2 forms at year end. Using Aatrix also enables you to reprint W-2s if necessary, and to make electronic W-2 forms available to employees through the Aatrix website.

Registering for Aatrix
Before you can use the Aatrix W-2 Importer, you must register for it.

1. From the Abra Suite main menu, select Help > Register for W-2 eFiling.
2. Review the Sage HRMS Payroll Tax Forms and eFiling by Aatrix website to learn more about the Aatrix service and pricing.
3. When ready to register, click the Click here to Enroll Now link under Payroll eFile Center Enrollment on the Home tab, and follow the prompts to complete registration.

Filing W-2s with Aatrix
To file W-2 forms through the Aatrix W-2 Importer, you must first complete the year-end close.

1. From the navigation pane, select Reports > Payroll > W-2 eFiling.
2. Select the company(s) for which to process W-2s.
   Note: You can select multiple companies to process only if those companies all share the same EIN. For companies with different EINs, you must process one company at a time.
3. One the W-2 eFiling page, select a destination location for the W-2 data (EFW2) file.
4. Click OK to open the Aatrix W-2 Importer, and follow the prompts.