Tax Reporting

When can I calculate W-2 information?

W-2 information can be calculated at any time throughout the year. We usually send out an update in December with the latest tax information. Once this is loaded and you have printed your last paycheck of the tax year, you can print W-2s at any time. If you prefer to wait to print W-2s, just continue to process your January payroll as usual. W-2 information is gathered for the year based on the check dates.

Can the system produce the electronic file I am required to file for W-2s?

Yes. Use the Activities>Tax Reporting>Tax Forms and eFiling by Aatrix® form to produce the file.

I have to file the State Unemployment report using electronic filing; can the system produce this file?

States vary as to the format accepted for the electronic filing. To produce the electronic file, select Activities>Tax Reporting>Tax Forms and eFiling by Aatrix® to generate the file.

How do I close the payroll quarter or year?

There are no closing procedures required for payroll. All transactions are placed in the appropriate reporting period based on the date of the transaction.

Where do I get the forms to print W-2s?

The system can produce the 2 part or 4 part W-2 forms and prints on the government mandated plain perforated laser paper. This paper is available online and guaranteed to be compatible with the software. Refer to Preprinted Checks and Forms for a list of part numbers to use when ordering.

Where do I get the form to print the W-3?

The system produces the W-3 form, upon the print completion of the W-2s. The W-3 form prints on the government mandated plain perforated laser paper. This paper is available online and guaranteed to be compatible with the software. Refer to Preprinted Checks and Forms for a list of part numbers to use when ordering.