Where do the Aatrix state forms totals come from?
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State quarterly forms in Aatrix pull totals from the PR Check Tax records. For most states, Aatrix forms use the Taxable wages for XXSUI_E tax and the tax rate from the tax record in Setup, Taxes, Tax Rates.

To verify company totals on Aatrix state forms:

  1. From the Payroll Reports menu, select Pay Period Processing, Deposit Summary, Current file.
  2. Enter the Check Date range for the reporting period.
    Note: Aatrix forms amounts are based on Check Date, not Period End Date.
  3. Click Print Preview or Start and compare the totals to your Aatrix forms.

To verify Employee totals on Aatrix state forms:

  1. From the Payroll Reports menu select Tax Preparation, Subject-to date range.
  2. Select the Current file and click OK.
  3. Enter the date range for the reporting period.
    Note: Aatrix forms amounts are based on Check Date.
  4. Click Print Preview or Start and compare the totals to your Aatrix forms.

To verify the tax rate:

  1. From the Payroll Setup menu, select Taxes, Tax Rates.
  2. Select the applicable tax.
  3. The rate will display as a percentage in the Percent column.


[BCB:156:Chat 300 CRE US:ECB]
Steps to duplicate
Related Solutions

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