Common features with Aatrix integration windows
The 5-4-1 Federal Tax Forms by Aatrix® and 5-4-2 State Tax Forms by Aatrix® integration windows have common features and behavior. They are both integration portals into Aatrix software. When you run some option commands or click buttons, such as View History or Run Report, you actually begin working in Aatrix software that has been integrated into Sage 100 Contractor.
When you click the Help button in 5-4-1 Federal Tax Forms by Aatrix®
Aatrix software provides its own Help. When you click the Help icon after clicking View History or Run Report, you open the Aatrix Help.
The list of reports in the left pane and the report descriptions in the right pane of the 5-4-1 Federal Tax Forms by Aatrix® and 5-4-2 State Tax Forms by Aatrix® windows are provided by Aatrix.
As you click various reports in the list on the left, the description changes in the right pane. Reports have different selection criteria. You may have to enter search criteria based on a Year, a Year and a Period, a First Check Date and a Last Check Date, or no criteria.
Aatrix guarantees to keep all its report forms up to date. Before you can actually work with Aatrix report forms, Aatrix determines whether or not you have the latest forms. If you don’t, you are prompted to update the forms.
The first time you open (with Internet access) either Aatrix integration window and click View History or Run Report, the program displays a message window that provides four choices:
Automatic Update: Update forms automatically over the Internet.
Download Update: Update forms by manually downloading an update from any computer with an Internet connection.
Continue Expired: Continue processing without the required update. Forms will be marked as expired and cannot be filed.
Cancel: Cancel without processing forms.
Aatrix displays the Aatrix Update Client—Update List window with a list of the items that are new or out-of-date and will be updated. When you click Next, the updating process begins and runs to completion. Click Close when your program versions and forms have been updated.
Important! Using Automatic Update requires Internet access.
Aatrix displays the Download Update window with instructions for manually downloading an update. Follow the instructions in the windows provided by Aatrix.
When you select a report
If you have not yet set up your company information, Aatrix prompts you to do so using the Company Setup Wizard. This wizard guides you through the process of verifying your company data for your federal
After opening 5-4-1 Federal Tax Forms by Aatrix® or 5-4-2 State Tax Forms by Aatrix® and selecting report criteria, click Run Report. Sage 100 Contractor queries your data and opens the Aatrix form with as much data filled in as possible. Then you tab through the report and fill in any required and/or missing information. A red box indicates required information. In some cases, you click an ellipsis button to open an additional window to select data to be linked to specific boxes in the form.
In addition, when the Sage 100 Contractor query discovers duplication in some special state tax payroll calculations, the program displays the Payroll Calculation Assignments window. Use this window to assign Sage 100 Contractor payroll calculations to special state tax descriptions.
Important! Completing
If you have saved any reports whether complete or not, clicking View History opens the Open Report window.
Tip: The system displays the Open Report window only If you have updated the forms, completed the Company Information Wizard, and run a report and saved it.
The Open Report window displays any reports that have been saved. You can select individual reports by clicking the check box. The window provides buttons for performing other tasks. For more information, refer to the Aatrix Help provided with the window.
When you are setting up you company in Aatrix, the wizard references state and local tax items that have been set up previously in Sage 100 Contractor. To add state or local tax items, set them up in Sage 100 Contractor first, then from an Aatrix report window, click Tools > Company Setup. Click Next to get to the State & Local Tax Items page, and click Add. This page also provides tools for editing and removing items.
Refer to these topics for setting up tax items in Sage 100 Contractor:
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