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:
- From the Payroll Reports menu, select Pay Period Processing, Deposit Summary, Current file.
- Enter the Check Date range for the reporting period.
Note: Aatrix forms amounts are based on Check Date, not Period End Date. - Click Print Preview or Start and compare the totals to your Aatrix forms.
To verify Employee totals on Aatrix state forms:
- From the Payroll Reports menu select Tax Preparation, Subject-to date range.
- Select the Current file and click OK.
- Enter the date range for the reporting period.
Note: Aatrix forms amounts are based on Check Date. - Click Print Preview or Start and compare the totals to your Aatrix forms.
To verify the tax rate:
- From the Payroll Setup menu, select Taxes, Tax Rates.
- Select the applicable tax.
- The rate will display as a percentage in the Percent column.