Setting Up Your Aatrix Account to Access Tax Forms
NOTE: Aatrix requires additional fees to be paid for using their tax forms. Paymate is not responsible for your payments to Aatrix. It is the customer's responsibility to ensure that payments are made on time.
In order to access, create, and export your tax forms, you require an Aatrix account. This article will outline the steps you are required to take.
- Have added your EIN number (Admin Settings > Payroll Preferences > 'Tax' tab > Tax Account Number > Federal Income Tax Account Number)
- Employee history ( Need to have employee pay card history Navigate to Report > Employee YTD or Employee history detail)
- Payroll category setup as Tax Payroll category (Federal, State or Local)
- Payroll category form assignment setup
- W2 form Setup
- Navigate to Aatrix eFiling here: https://efile.aatrix.com/pages/enroll/enroll.aspx?v=ATX000
- Enroll into a new Aatrix account. Enter all required details.
- Click "Save Changes".
- Navigate to Tax Forms.
- Select your report type.
- Select a form.
- Enter any required or additional information in the pop-up window that appears.
- Click "Launch". This will launch Aatrix web and you can continue after logging in. If you haven't already, you will need to enroll your EIN in order to create an account.
