Running reports with 5-4-1 Federal Tax Forms and eFiling by Aatrix®

The 5-4-1 Federal Tax Forms and eFiling by Aatrix window is an integration portal into Aatrix software. When you move beyond this window, for example, by clicking View History or Run Report, you actually begin working in Aatrix software that has been integrated into Sage 100 Contractor.

On the menu bar, you have access to the following Options:

• Update Forms—Displays a message window that prompts you to update Aatrix forms if updates are available.
• View History—Displays the Open Report window, which allows you to open, view, or access existing reports.
• Register Aatrix Software—Displays the Aatrix Software Registration window. Registering allows you to fill out and print current reports for the duration of your service and maintenance contract.

Note: When you are working in Aatrix software, you have access to Aatrix Help. Sage 100 Contractor Help does not duplicate Aatrix Help.

Tip: By default, Sage 100 Contractor sends all payroll calculations to the W-2 preparer grid when you generate W-2 forms. If you do not want to scroll through unnecessary calculations on the preparer grid, you can filter payroll calculations to display only calculations required for W-2 forms. For information about turning on the filter, see Knowledgebase article ID 71067, available at https://support.na.sage.com/selfservice/viewdocument.do?externalId=71067.

To run a report:

1. Open 5-4-1 Federal Tax Forms and eFiling by Aatrix.
2. If you are prompted to register, we strongly recommend that your register Aatrix software through Sage 100 Contractor.
3. From the list in the left pane, select a report.
4. In the Year box, select a year.
   If there are other selections, such as a Period and a Year, a First Check Date and a Last Check Date, select them as required. There may be no selection options.
5. Click Run Report.
6. Follow the instructions on the window, or refer to Aatrix Help.