About Sage 100 Contractor integration with Aatrix

What is Aatrix®?

Aatrix is a leading provider of tax-form filing and compliance services. It is in business to help you complete state and federal payroll reports directly from your software. Now that Aatrix has been integrated into Sage 100 Contractor, you have the ability to fill out report forms, print, and then send them to federal and state entities.

In addition, if you enroll with Aatrix and set up an account, you can file reports electronically through Aatrix while working within Sage 100 Contractor.

Whether you print and send your tax reports or you files the reports electronically, with Aatrix integration there is no longer any need to create these tax reports manually.

What do I get if I register Aatrix through Sage 100 Contractor?

If you choose to register, you can fill out and print Aatrix report forms, and then send them to federal or state entities.

If you choose not to register, you can still use Aatrix in “Evaluate” mode; however, the forms you print will have a “DEMO” watermark. You cannot file them with federal and state entities.

How do I register?

As soon as you open the Sage 100 Contractor windows, 5-4-1 Federal Tax Forms by Aatrix® or 5-4-2 State Tax Forms by Aatrix®, you are prompted to register Aatrix through your Sage 100 Contractor so that it is associated with your Sage Service Plan.

As a benefit for our customers, registering Aatrix through Sage 100 Contractor allows you to use Aatrix forms. We recommend that you register immediately to take advantage of this valuable service.

Can I file electronically when I register?

Registering through Sage 100 Contractor allows you to use all the Aatrix report forms for your tax reports and then print them. Registering the Aatrix software through Sage 100 Contractor does not enroll you with an Aatrix account for filing electronically. To use electronic filing, you have to register for an Aatrix account.

How do I enroll with Aatrix so that I can file electronically?

For more information about enrolling with Aatrix and setting up an account for efiling, visit https://efile.aatrix.com/

What is the Aatrix fee structure for electronic filing?

For more information about Aatrix fees, visit https://partner.aatrix.com/sage100contractor/.

Can I file W-2s electronically?

For more information about filing W-2s electronically, visit http://efile.aatrix.com/SMB029/info.aspx.

How do I use Aatrix with Sage 100 Contractor?

Basically, open either 5-4-1 Federal Tax Forms and eFiling by Aatrix or 5-4-2 State Tax Forms and eFiling by Aatrix. Select a state (state forms only), a report, set criteria, and then click Run Report or View History.

When you click Run Report, you can review the report and enter any missing information. Then you go to the next step to save and print the form. If you have an account with Aatrix, then you can file electronically by forwarding the completed reports to the Aatrix eFile® center for electronic filing.

When you click View History, you can review and work with reports through the Open Report window.

How can I get acquainted with Aatrix integration before I use it for my company?

You can open the Sample Company and then open either 5-4-1 Federal Tax Forms and eFiling by Aatrix or 5-4-2 State Tax Forms and eFiling by Aatrix. Select a state (state forms only), a report, set criteria, and then click Run Report or View History. This will also give you a chance to open the Aatrix Help, which provides details information about how the Aatrix processes works.

What technical support options do I have if I run into a problem with Aatrix?

If you have a problem with Aatrix or Sage 100 Contractor, call 800-849-8049 (Sage Customer Support for Sage 100 Contractor).