Aatrix :: W2 Instructions 

Payroll Forms Service

Print and electronically file over 330+ certified federal and state payroll tax forms.

STEP-BY-STEP INSTRUCTIONS

1. Select the W-2 Form.


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Under the payroll command center, click the "Prepare Payroll Tax Forms" button.

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This will bring up a forms selection window, select "W-2/W-3".

2. Review Company Information.


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A company setup wizard will take you through your company information that will display on the W-2/W-3 forms. All or most of the information will be populated from AccountEdge.

3. Review Employee Information.


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The wizard will take you into a grid displaying all of your employee data to review. Several data validations are performed during this step to ensure accuracy of your employee data and help elimination rejections.

4. Select Your Filing Options.


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The complete eFile package is the best value but you can also eFile just your Federal and or State W-2s/W-3s as well as print all your W-2 copies.

5. Review Your Forms.


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A Form Viewer will display your forms for review. You can print a record copy if eFiling or your official copy if printing and mailing.

6. Submit Your Forms.


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An eFile wizard will guide you through submitting your forms to the eFile Center. Enrollment to the eFile center is required to obtain a username and password, click here to enroll now or you can enroll at time of eFiling.

Want Unlimited eFiling?

For additional details: Aatrix eFile Packages »

 
Quarterly Updates
 
Forms Library

View our library of over 330+ State and Federal tax forms automatically available to all AccountEdge ClientCare subscribers.

 
W-2/ACA Webcast
 
Aatrix W-2 Demo

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View a recorded product demonstration presented by one of our eFile specialists. See how simple eFiling is in this step-by-step tutorial.

You can also open this video on YouTube: https://www.youtube.com/watch?v=NEz8RDoBbag

 
Aatrix ACA Demo

ACA Demo Image.png

View a recorded product demonstration presented by one of our eFile specialists. See how simple eFiling is in this step-by-step tutorial.

You can also open this video on YouTube: https://www.youtube.com/watch?v=8si9F95wP2A

 
ACA Webcast

Join a product demonstration presented by one of our eFile specialists.

Choose one of the available dates below and a follow-up email will be sent to your email address including the Webcast login information.

Learn how simple eFiling is and get answers to any questions you may have.

  • 2:00pm CST - ACA only
 
Payroll eFile Center Enrollment

Go to efile.aatrix.com and complete the easy online enrollment forms. If filing only W-2s, you do not have to complete the payment info or signature page options.

This enrollment site allows you to set up your password protected personal eFile management account. Enter your company information, other reporting details, and POA release to be ready to eFile immediately. This site maintains a complete detailed history of all filings. Personalized messaging from our eFiling administrators provides details about your filing, as well as alerts concerning critical filing information.

Enroll Now!

 
Our Customers Say It Best

"Using Aatrix to eFile quarterly reports has been an enjoyable experience. The forms are easy to use and follow. Sending the reports electronically has made the (quarterly) reporting easier and less time consuming."

Trudi Janquart
Specialty Chem Products Corp.
 
F.A.Q's

For frequently asked questions, please Search our Knowledgebase »