Tax Reports

Now includes tax reporting for
over 330 US federal and state forms

STEP-BY-STEP INSTRUCTIONS

1. Select the W-2 Form.

Select "Payroll" under the second drop down list.

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Click the "Mail" button.

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Click the "State and Federal Tax Reports" option.

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On the State and Federal Tax Reports dialog, click the "New" button which brings up a forms selection window.

Select "W-2 SSA" from the drop down list and click the "Display Report" button.

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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 The Financial Edge™.

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.

Aatrix ACA eFiling

For specific ACA/1095 information, please contact Blackbaud at: (800) 443-9441 [Option 1]

 
Want Unlimited eFiling?

For additional details: Aatrix eFile Packages

 
Quarterly Updates
 
Forms Library

View our library of over 330 State and Federal tax forms available in Financial Edge™

 
Aatrix W-2 Demo

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=J6zPTXNGr_0

 
Aatrix 1099 Demo

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=XAeom4JDaOU&t=3s

 
Aatrix ACA Demo

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=DmFYkrS41l4

 
W-2/1099/ACA Webcast

Join our live webcast to walk through a product demonstration with one of our eFile specialists. We’ll show you how simple it is to eFile and respond to your questions.

  • Wednesdays at 10 a.m. Central, W-2 and 1099 only
  • Wednesdays at 2 p.m. Central, ACA only
 
ACA Webcast

Join our live webcast to walk through a product demonstration with one of our eFile specialists. We’ll show you how simple it is to eFile and respond to your questions.

  • Wednesdays at 2 p.m. Central, ACA only

 
FAQ

Search our Frequently Asked Questions / Knowledgebase