Caution: Changes or edits made in Aatrix are not written back to Sage 300 Construction and Real Estate.

Aatrix eFiling system training can be found at http://www.sagu.com

To register for Aatrix go to: http://efile.aatrix.com

Complete the short Aatrix enrollment process. For more information, see the link below.

You may need to manually adjust some settings in third-party firewalls to ensure you receive the Aatrix form updates. For additional information, refer to the link below.

To eFile Payroll Reports:

1. From the Payroll Tasks menu, select Quarterly Reporting, State eFile and Reporting or Federal eFile and Reporting.
   Note: If a prompt to update tax forms displays when you open the eFile and Reporting window, select Yes and then Automatic Update to update your forms.
2. If prompted, select New Report.
3. Select the report and choose the applicable filing period and year, then click Next.
   Note: If you are filing a form that includes local taxes, you will need to link the local tax IDs by clicking Link Aatrix Tax Types. For more information, see the link below.
4. De-select any employees you want to exclude on this report in the Employees to Process window.
   Note: It is not necessary to de-select employees that do not have wages in the reporting period. Aatrix will automatically exclude any employees that do not have wages in the reporting period.
5. Click Generate.
6. Follow the on-screen instructions for generating and eFiling the report in Aatrix.