How do I combine multiple Payroll data files for tax forms in Aatrix?
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Resolution

Follow the steps below to merge your data for tax forms:

  1. In Payroll, choose Tasks, State eFile and Reporting or Tasks, Federal eFile and Reporting.
  2. If prompted for a PR Transaction Data File, choose the first transaction file to use.
    Note: You may only generate forms using current transaction files.
  3. If you receive a prompt to choose a New or Saved Report, choose New Report.
  4. Select the Federal or State quarterly report to print.
  5. Continue through the Wizard until the Multiple Payroll Data Files window is displayed.
    • If you receive a prompt to choose if you use multiple payroll data files for this EIN, select Yes, I use multiple payroll data files for this EIN and click Next.
    • If you do not receive a multiple payroll data files window, when the report opens select Edit, Company Setup. Continue through the company setup until you receive a prompt to choose if you use multiple payroll data files for this EIN, select Yes, I use multiple payroll data files for this EIN. Click Next, close the report and then re-run the report. Verify that the Company information for each Company is accurate and complete.
  6. Click Save, enter a name for the payroll data and click OK.
  7. Click Close.
  8. Close the report and if prompted to save, click NO.
  9. Repeat steps 1-8 for each current file unless you are on selecting the final transaction file you wish to combine. Make sure you use the same reporting period for each current file. When selecting the last transaction file, repeat steps 1-6 (do not close the Multiple Data Files window) and continue.
  10. When you have saved the data for all your transaction files, in the Multiple Payroll Data Files window, click the check box for each file you want to combine, then click Merge.
  11. Click Continue. The resulting report will contain totals for all the transaction files.
DocLink: Aatrix is not prompting me to merge data folders

[BCB:156:Chat 300 CRE US:ECB]
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