Link payroll calculations to Aatrix tax items

Use this process to link 5-3-1 Payroll Calculations to Aatrix tax items in Sage 100 Contractor.

Choose the state tax form

1. Open 5-4-2, State Forms.
2. Select the correct two-letter state abbreviation from the State list.
3. Click the appropriate state tax form.
4. Enter the report criteria.

Open payroll calculation assignments

1. In 5-4-2 State Tax Forms and eFiling by Aatrix, click Options, Payroll Calculation Assignments.
2. Click Next to open the State Tax Items window.
3. Link a state payroll calculation, such as State Unemployment Insurance.
4. Click Next to open Special State or Local Tax Items.
5. Link special items, such as Paid Family Medical Leave.

Map payroll calculations to Aatrix tax items

1. In State Tax Items or Special State or Local Tax Items, select the payroll calculation.
2. Click Edit.
3. Select the correct two-letter state abbreviation in State.
4. Select the correct Group, if it applies.
5. Select the correct Tax name.
6. Enter the W-2 Name, if it applies.
7. Select the correct Tax Type, if it applies.
8. Enter the Tax account number.
9. Click OK.
10. Repeat for each tax item you need to link.

Complete state and PSD details

1. Click Next.
2. Select the correct TCD, if it applies.
3. Enter the Employer PSD number, if required.
4. Enter the TCD account number, if required.
5. Select Yes or No to fill missing employee PSD codes.
6. Click Next.

Finalize and verify

1. Run the state tax form.
2. Confirm all payroll calculations map correctly to Aatrix tax items.