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

STEP-BY-STEP INSTRUCTIONS

1. Select the W-2 Form.


After initializing W-2 data for the year using Vista’s PR W-2 Process, click on “Launch Aatrix Print and eFile” under “Tasks”.

PP Vista - Step 01a.jpg

 This will bring up the PR Aatrix W-2 Print and eFile selection form, select the W-2 form type you wish and click “Continue”.

PP Vista - Step 01b.jpg
 

2. Review Company Information.


Aatrix W2 Instructions 01.jpg

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 Vista.

3. Review Employee Information.


Aatrix W2 Instructions 02.jpg

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.


Aatrix W2 Instructions 03.jpg

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.


Aatrix W2 Instructions 04.jpg

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.


Aatrix W2 Instructions 05.jpg

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.

Download Updates
 
Forms Library

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

 
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 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.

  • 10:00am CST - W2/1099 only
  • 2:00pm CST - ACA only
 
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 »