Creating your W-2s

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I don’t know about you, but every year, January seems to quietly sneak up on me. Before you know it, it’s tax season once again, and time to jump into your W-2s!  If you’re planning to print your W-2s instead of e-filing, you’ve probably got your forms ready to go, but how exactly to go about creating those W-2s?

1) If Aatrix hasn’t been installed on the workstation before, you’ll be prompted to install when you try to access State and Federal Tax reports from Mail for the first time. Before you proceed with the install, grab your IT, or a user who can log on to the workstation as a local administrator.
 
2) Before signing into FE, right click on The Financial Edge and choose to run as an Administrator. From there, log into FE with the username Supervisor, to then go ahead with the Aatrix install. If you or they encounter any errors during the process, turning off the User Account Control on the workstation can often help.
 
3) In Payroll > Mail > State and Federal Tax Reports > Highlight Federal Tax Reports. Click New at the top. From there, select the 2015 year W-2 in the Report Name field. If you only see 2014, this will be updated to 2015 once Aatrix updates. Once selected, go ahead and click Display Report to start the W-2 Wizard. Click “Yes” to any prompt to install quarterly Aatrix updates so your reports will be as up to date as possible. 

4) The W-2 Processing Wizard and Preparer Grid will guide you through the rest! Now, no worries if you preview your W2s and notice “Demo Do not File” across the top. This simply means the Aatrix registration has expired. You can easily generate a new, free registration code from Aatrix by taking the steps here

For additional resources, check out our End of Year FAQs! 

Happy Processing!
 
News ARCHIVED | Financial Edge® Tips and Tricks 01/05/2016 7:34am EST

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