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2018 Tax Season Resources

As we approach the end of 2017, it's time to get Blackbaud Financial Edge ready to file tax forms and run your 2018 payrolls! Our goal is to make sure you are well prepared and have all the materials you need to work through these processes. Below, you'll find our top resources to make sure your 2018 gets off to a great start.


Tax Season Resources Community Page
The Tax Season Resources Community page is our central hub for all the resources you'll need this tax season. Engage in discussions, read up on the latest blogs, and find tax season materials such as Knowledgebase articles, live chat schedules, and how-to videos.  

Register Aatrix™
You are required to register Aatrix to print your state and federal tax reports. The link above includes steps on how to do this, and a video for all the visual learners out there. By registering Aatrix now, you are ensuring that your registration is updated and confirming that you can access Aatrix without issue. If you run into any problems, check out our Knowledgebase!

Order Your Tax Forms
Our recommendation is that you use eFiling options with Aatrix. If you consider the costs of printing, processing, and mailing paper tax forms, this is the most efficient and cost-effective option. If you do wish to print out physical forms, the forms must be ordered from Blackbaud Forms for us to guarantee alignment.

Aatrix will only print employee/recipient copies on four-part perforated paper, which can be purchased through Blackbaud Forms.

Have a question about producing 1099s, W2s, and 941s, or updating your payroll for 2018? Check out our accounts payable and payroll FAQ pages:
•    Accounts Payable End-of-Year Frequently Asked Questions
•    Payroll End-of-Year Frequently Asked Questions

Posted by Carlin Cole on Dec 1, 2017 1:37 PM America/New_York

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