Aatrix :: HR Forms 


Includes Payroll Reports and Payments
with over 330+ U.S. State and Federal Forms

 

Using Sage 300 CRE HR Forms

 

The HR Forms module allows your company to utilize proper employee-related documentation, relations, and payroll management. A simple handbook is also provided and can be edited to fit your company's needs.

To access Human Resource Forms, an eFile subscription is required. To add your subscription or get more information please call 1-877-495-9904.

User Interface

After opening the HR Forms & Compliance Tool, you will see a brief overview of the product itself. Below you will find the terms and conditions, which you must agree to if you plan on using the product.

Get Started Printing Your HR Forms

You can enable all available alerts to ensure you are notified of important employee events. These alerts will pop up whenever you use the forms product even outside of the HR Module.

HR Alerts notifications of important employee events.

Individual forms and form packets can be processed as either a blank form, all employees, or for a specific employee using the drop down list. Once a form or packet is selected, a description will be displayed on the right side of the form.

Main screen of the HR module used to process forms and packets.

You can modify any existing HR form with the HR form Editor. These can then be reverted to an original state once they have been modified. You also have the ability to simply view the original form.

Customize HR Forms to fit your company.

The Form Editor will allow you to customize any existing HR Form to what works for you. Fields, lines, and text can be added, removed, or hidden on the screen or printout.

Edit HR Forms in the Form Editor to fit your company.

 The Customize Packets screen will allow you to customize the form packets by adding and removing forms from each packet to fit the company's needs.

Customize HR Form Packets to fit your company.

Aatrix ACA eFiling

For specific ACA/1095 information, please contact Sage at: (800) 858-7095

 
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 Sage 300 Construction and Real Estate customers on a service contract.

 
Aatrix W-2 Demo

 W-2 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=NEz8RDoBbag

 
Aatrix 1099 Demo

1099 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=5xlmpwwPTtE

 
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

 
W-2/1099/ACA Webcast
 
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
 
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.
 
How does this work?

Select the W-2 form within your software. After confirming your W-2 information is correct, click "eFile" and follow the simple instructions.

More details on: W-2 Instructions »

 
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.

 
F.A.Q's

How do I know that Aatrix has received my W-2's?

  • You will receive an email immediately upon the receipt of the filing. The email will contain a unique confirmation identification number called an AFID (Aatrix Filing Identification Number) and the anticipated date that your employees W-2s will be mailed.

How do I pay the filing fees?

  • Payment is made via a major credit card at the time of the filing.

What if my employee loses their W-2?

  • All of your companies W-2s are stored in a history file on your computer. You can view and print any W-2 as needed. 

More FAQ's in the Knowledgebase »