Aatrix :: 1099 Instructions-New 

Now includes payroll reporting
with over 330+ U.S. State and Federal Forms


What is the process for eFiling my 1099s and 1096 in Sage 50? Sage 50 Version 2020.0 and older click here


Step 1: Open the Federal Forms List

 Open Form Selection

PTW008_Federal_Form_Selector_1099 

 

2. Review Company Information.


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A company setup wizard will take you through your company information that will display on the 1099/1096 forms. All or most of the information will be populated from Sage 50.

3. Review Recipient Information.


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The wizard will take you into a grid displaying all of your recipient data to review. Several data validations are performed during this step to ensure accuracy of your recipient 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 1099/1096s as well as print all your 1099s 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 the time of eFiling.

Aatrix ACA eFiling

For specific ACA/1095 information, please contact Sage 50 Accounting at: (877) 495-9904

 
Aatrix ACA Spreadsheets

Get started with collecting employee information by downloading the spreadsheets below. Easily export the information by clicking "Export to ACA Preparer" from within the spreasheet to use with our ACA Preparer software.

 
Forms Library

View our library of over 330+ State and Federal tax forms automatically available to all Sage 50 ClientCare subscribers.

 
Quarterly Updates
 
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=NEz8RDoBbag

 
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://youtu.be/5xlmpwwPTtE

 
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=8si9F95wP2A

 
W-2/1099/ACA Webcast
 
ACA Webcast
 
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.

 
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 »

 
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 »